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Consultant, Business Enablement, Cash Manager

2 days ago Westlake, TX

Job Description:

The Role

Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions?

We are seeking someone who enjoys working with internal and external teams to deliver outstanding Cash Management products and services! The associate will focus in the Cash and Money Movement Product Area within the Cash Management Squad, part of the Business Enablement Chapter.

Responsibilities of the job will include the following:

  • Focus on improving the customer experience, platform modernization, and innovating new mobile experiences related to cash and payments.
  • Active participation in defining requirements, understanding business & technology needs, and writing Agile stories to help advance the infrastructure and assist with system & process improvements
  • Participating in and leading readiness and rollout activities related to production releases
  • Performing business testing focused on new functionality, operational processes, and end user experience
  • Implementing, measuring, and utilizing metrics & data to aid in identifying enhancement and improvement opportunities
  • Participating in the prioritization of the squad work (in partnership with Squad Leader & Scrum Master) to deliver value based on an understanding of business and system needs
  • Helping to conduct key research and analysis to prioritize squad work

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The Expertise and Skills You Bring

Expertise

  • Bachelor's degree or equivalent with minimum of 5+ years professional experience and possesses good understanding of Fidelity's product/services and operational processes. Experience with cash management is a plus
  • Familiarity with Agile process & tools including possessing good story-writing skills
  • While the focus of this role is on delivery of experience improvements - this individual should possess the ability to think of the broader impact of changes and downstream work
  • Embrace working within a team of associates with a diverse skill set, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners

Skills

  • Synthesizing requirements and business needs into full Agile stories
  • Has a strong affinity for business and systems analysis, data analysis, and system & process improvement work
  • Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends
  • General understanding of the financial services industry
  • Proven experience in product management, project management, analysis, and process improvement
  • Possesses the ability to work & act independently, multi-task, influence others, manage stakeholders, and maintain a positive can-do demeanor
  • Strong collaboration, communications, organization, and presentation abilities
  • Possesses strong skills in JIRA, Miro, PowerPoint, and Excel

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): Westlake, TX
Job ID: Fidelity-2116591
Employment Type: OTHER
Posted: 2025-09-05T23:45:12

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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