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Business Analyst Consultant

Today North Smithfield, RI

Job Description:

The Role

Ready to contribute significantly at Fidelity Insurance Agency? As a Business Analyst Consultant, you'll help lead Fidelity's Annuity and Insurance business. Collaborate with Fidelity Insurance Agency (FIA) Commercialization, Product Managers, and the Go to Market team to develop top-notch FIA solutions for advisors, customers, and Fidelity Insurance Network (FIN) Carriers.

  • Crafting and communicating strategic and critical product initiatives targeted at advancing and broadening Fidelity's Annuity and Insurance business.
  • Working closely with FIA Commercialization to develop business cases, visualize user experience journeys, and establish product and business needs.
  • Gathering and recording documenting product and business needs requirements and collaborating with Delivery team leaders and members to grasp essential outputs.
  • Sharing demographic and product data, along with market knowledge, help Delivery teams prioritize and develop digital experiences.
  • Working with Wealth Platform and Experience Squad Leaders, Business Analysts, and IT associates on developing, testing, and launching new and improved products and digital experiences.
  • Collaborating with CKSI and User Experience on strategic/competitive/market research and analysis, drafting learning agendas and usability studies.
  • Working with Distribution, Service, and Ops teams on field readiness activities to support product launches both digital and advisor led.

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The Expertise and Skills You Bring

You bring a wealth of experience and expertise to this role, including:

  • A Bachelor's degree or equivalent, with 8+ years of experience, or a Master's degree with 6+ years of experience in project management and business analysis; experience with annuity and insurance products is highly desired.
  • Familiarity with the FIA business and its annuities, life insurance, and long term care, is a plus.
  • Proficient understanding and prior experience with Fidelity's Product Frameworks: Product Approach, Product Strategy, and Product Development and Management.
  • Demonstrated experience in defining and documenting requirements, testing and learning, iterating on, and delivering top-tier solutions across the product lifecycle.
  • Highly proficient in requirements elicitation, gap analysis, and business acceptance testing exercises.
  • Strong influence and negotiation skills to prioritize work in dependent teams' backlogs.
  • Exceptional strategic problem-solving and critical thinking skills, with a passion for defining outstanding customer and associate experiences.
  • Outstanding ability to build positive relationships with cross-functional teams, squads, vendors, and leadership teams.
  • Proven time management, organizational, and documentation skills; able to balance and prioritize multiple competing priorities independently in a fast-paced environment.
  • Excellent listening, communication, facilitation, and presentation skills.
  • Proficiency in MS Word, Excel, Miro, and PowerPoint.

The Team

The FIA Commercialization Team collaborates closely with IT, Actuarial, Finance, Sales, Legal/Risk/Compliance, and Client Service/Operations partners.

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:

Business Analysis
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Client-provided location(s): North Smithfield, RI, Merrimack, NH
Job ID: Fidelity-2121026
Employment Type: OTHER
Posted: 2025-12-02T18:46:20

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    Company Videos

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