Business Analyst, Lifetime Engagement
Yesterday• Durham, NC
Westlake, TX
Job Description:
Bring your passion for crafting outstanding customer experiences, using data to drive decisions, and collaborating across Fidelity Wealth, Brokerage, and Workplace Investing businesses. As a member of the Business Enablement chapter embedded in a Lifetime Engagement delivery squad, the Business Analyst will collaborate across Retail and Workplace businesses to help test, define, and deliver engaging experiences. Join a dedicated, high-energy team who is defining the future of how Fidelity becomes our customers' primary financial partner!
The Expertise and Skills You Bring
- Bachelor's degree with 5+ years of digital product development experience, ideally in financial services.
- Familiarity with business analysis methodologies, including data analysis, use case development, story writing, business acceptance testing and product documentation.
- Making decisions with data: experience framing critical business questions that can be answered by using data insights. Use those insights to prioritize opportunities and achieve business results.
- Ability to actively participate in technical discussions with developers, help make technical trade-off decisions, and set criteria for minimum viable product (MVP).
Want more jobs like this?
Get jobs in Durham, NC delivered to your inbox every week.

- Participating in business acceptance testing to ensure that the solutions meet the defined requirements. Collaborate with developers to address any issues before deployment.
- Support squad in releasing new products to market, including scaled delivery techniques, A/B testing and preparing builds for post launch measurement and analysis.
- Analyzing customer data and feedback to gauge the effectiveness of solutions and identify areas for improvement as part of continuous feedback loop. Familiarity with snowflake and/or Adobe Analytics a plus.
- Experience collaborating with legal, risk and compliance partners to gain approvals for commercial release of products and experiences.
- Communicating with impact and clarity, both in your written, graphical, and verbal delivery.
- Excelling in a fast-paced, customer-centric environment with a 'getting it done,' mindset.
- Building positive relationships with partners and having the ability to influence and inspire colleagues across the organization without formal authority.
- Practicing Agile in squad-based setting including experience with Agile routines, such as daily scrum, retros, and backlog management tools, such as Jira.
- Applying your proficiency with Microsoft Word, Excel and PowerPoint, Tridion/SDL and eReview to advance the squad's work.
The Team
The Lifetime Engagement Delivery squads partner with key stakeholders across Fidelity to define the strategy, tactics and technology required to deliver best-in-class customer experiences. The squads are passionate about becoming our customers' primary financial partner by delivering integrated experiences, content and solutions that are personalized and relevant in the context of their financial lives. You'll work across both digital and live distribution channels and workplace and retail businesses to deliver on this focus. Additionally, as a member of the Business Enablement chapter, you'll receive ongoing skill and career coaching to help you grow personally and professionally.
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): Durham, NC, Westlake, TX
Job ID: Fidelity-2116961
Employment Type: OTHER
Posted: 2025-09-08T23:44:43
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
Hear directly from employees about what it is like to work at Fidelity Investments.