Senior Business Analyst

Job Description:

Job Description

The Health & Welfare Implementation Senior Benefits Analyst (BA) will utilize their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity.

The Expertise We're Looking For

• Bachelor's degree or equivalent years of industry experience
• 3+ years of Health and Welfare benefits service experience
• 3+ years of experience (and demonstrated competence, depth, and breadth) of professional experience
• Prior client implementation andor platform migration experience a plus
• Experience in Agile preferred, but not required
• Proficient with Microsoft Office applications

The Purpose of Your Role

The Health & Welfare Implementation Benefit Analyst is a key member of the Health & Welfare (HW) Center of Excellence Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health & Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health & Welfare benefits administration landscape.

The Skills You Bring

• Ability to independently manage one's own workload
• Regulatory and legislative knowledge in aligned service area
• Understanding of benefits administration systems
• Demonstrates excellent communication skills (written and verbal)
• Ability to conduct analysis and document findings
• Procedure execution and process improvement

The Value You Deliver

• Align, plan, and execute new product capability delivery with in-flight implementations
• Drive and / or support execution of key implementation activities (example: data conversion load).
• Participate in validation and/or testing efforts to ensure results meet the client and/or product offering requirements
• Partnering with the Director- Client HealthCare Consulting to define client specific configurable variations to support a client plan and/or administrative requirements
• Performing root cause analysis to determine gaps or trends for continuous improvement opportunities
• Submitting requests and/or assisting with translation of business requirements to technology partners, as applicable
• Creating training material and reference material for participant services
• Assisting and coaching the broader virtual team
• Engaging in and/or leading ongoing courses to support continued personal development

In addition to the above, the Center of Excellence (COE) requires skills in the following area:

Client Requirements Documentation

• Review client provided documents and the Information Requirements Checklist (IRC) and/or Plan Administration Manual (PAM)/Status Change Matrix (SCM) and complete the Client Requirements Tool with the clients plan rules
• Document gaps for the Client HealthCare Consultant to follow up on
• Provide support to Client HealthCare Consultant on Requirements Workshop call

How Your Work Impacts the Organization

Fidelity's healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health & Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.

Certifications:

Category:

Client Service
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): North Smithfield, RI, Merrimack, NH, Westlake, TX, Covington, KY

Job ID: Fidelity-2112817

Employment Type: OTHER

Posted: 2025-07-08T23:47:07