Director, Business Analyst FIA OCI/FIN Record Keeping Platform Team

Job Description:

Director, Business Analyst FIA OCI/FIN Record Keeping Platform Team

The Role

As a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome.

In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will drive initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN data.

The Expertise and Skills You Bring

• Bachelor's degree with 10+ years of experience
• Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.
• Proficiency in business acceptance testing, validation exercises, and release management.
• Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.
• Ability to translates strategic goals and ideas into action quickly, conceptualizing, developing, and delivering strategies that meet customer needs as well as regulatory and compliance need.
• Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.
• Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.
• Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions.
• Proficiency in SQL and ability to write and interpret SQL queries for data analysis and validation.
• Experience with AWS services: Familiarity with S3, Lambda, and Glue, especially in the context of data pipelines and serverless architecture.
• Understanding of SOC 1 and HIPAA compliance with experience working in environments with sensitive financial and healthcare data a plus
• Understanding of API documentation, payloads, and integration workflows.
• Familiarity with data ingestion processes especially loading large, structured text files from external carriers into relational databases a plus.
• Experience designing or refining screen layouts in partnership with developers and collaboration on angular-based web applications.
• Foundational exposure to Snowflake or similar data platforms
• Ability to lead initiatives and take accountability for overall program success.
• Effectively translate business needs into technical requirements for developers and designers.
• Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business.
• Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.
• Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.
• Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations.
• Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.

The Team

You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.

Certifications:

Category:

Product Management
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): Merrimack, NH, Westlake, TX

Job ID: Fidelity-2115224

Employment Type: OTHER

Posted: 2025-08-18T23:43:31