Consultant, Lifetime Engagement Capabilities

Job Description:

The Role

Bring your passion for crafting outstanding customer experiences, using data to drive decisions, and collaborating across Fidelity Wealth, Brokerage, and Workplace Investing to the Lifetime Engagement Capabilities Squad. As a member of the Business Enablement chapter embedded in this 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 8+ years of digital product development experience, ideally in financial services.
• Strong command of business analysis methodologies, including data analysis, use case development, story writing, business acceptance testing and product documentation.
• Ability to actively participate in technical discussions with developers, help make technical trade-off decisions and set criteria for minimum viable product (MVP).

• Conducting business acceptance testing to ensure that the solutions meet the defined requirements. Collaborate with developers to address any issues before deployment.
• Experience 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 delivered solutions and identify areas for improvement as part of continuous feedback loop. Familiarity with snowflake and/or Adobe Analytics a plus.
• Communicating with impact and clarity, both in your written, graphical, and verbal delivery. Deep experience in writing user stories to guide the technical development of products.
• Building positive relationships with partners across multiple disciplines, such as UXD, Marketing, LRC, CKSI, technology, QA and distribution to deliver new products to market.
• Practicing Agile in squad-based setting including experience with Agile routines, such as daily scrum, retros, and backlog management tools, such as Jira.
• Managing product development and delivery roadmaps, forecasting the timing and quality/MVP level for upcoming deliverables.
• Applying your proficiency with Microsoft Word, Excel and PowerPoint, Miro, Tridion Content Management and eReview to advance the squad's work.
• Understanding of Fidelity's retail and/or workplace products, solutions, and organization; deeper subject matter expertise across business units a plus

The Team

The Lifetime Engagement Capabilities Squad partners with key stakeholders across Fidelity to define the strategy, tactics and technology required to deliver best-in-class customer experiences. The squad is 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.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Certifications:

Category:

Business Analysis
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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-2115464

Employment Type: OTHER

Posted: 2025-08-19T23:42:59