Principal Business Analyst

Job Description:

The Role

As a Principal Business Analyst, you will partner with a product lead to improve the communications journey for our customers by translating customer and business needs into actionable data solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes:

• Requirements Gathering & Analysis

• User Stories and Acceptance Criteria• Legal, Risk, and Compliance Review and Approval

• Testing and Validation

• Customer Rollout Strategy, Planning, and Execution

• Customer Data and Feedback Analysis and Reporting

In this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand data sources, understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution.

The Skills and Expertise You Bring:

• Bachelor's degree required
• 8+ years of business analysis experience delivering digital experiences to customers.
• Strong understanding of the digital product life cycle.
• Customer-focused with a passion to solve challenges through a data driven approach. Expertise with Tableau, Power BI etc. is preferred. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage.
• Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams.
• Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Experience with Product Analytics (Google Analytics, Pendo) is an advantage.
• Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage.
• Having financial domain knowledge is a plus.
• Experience working in an agile team required
• An affinity for technology and stay up to date on industry innovations

Note: Fidelity will not provide immigration sponsorship for this position

The Team

This role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences.

Certifications:

Category:

Product Management
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): Salt Lake City, UT, North Smithfield, RI, Merrimack, NH, Westlake, TX, Covington, KY

Job ID: Fidelity-2119777

Employment Type: OTHER

Posted: 2025-10-31T23:39:08