Sr. Business Analyst, Trust Operations - IWMS Client Experience

Job Description:

The Role

Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on leading projects, operational efficiency and client service? Join us as a Sr. Business Analyst, Trust Operations, where you will work on a team supporting the Integrated Wealth Management clients.

The Purpose of Your Role

The Sr. Business Analyst's primary role is to provide support of the critical initiatives outlined by the CE Trust Operations organization. Ability to perform a business analysis of the functions through diverse and complex projects, supporting multiple lines of business and products. Participates in tactical projects collaborating with internal business partners in Product, Operations, Implementation and Technology. Including external vendors and service providers that have an impact on both internal and external clients. Supports strategic projects as necessary.

The Sr. Business Analyst will be responsible to provide analysis of the current processes and workflows to provide greater product applicability across multiple business units (IWMS, NF, and FFOS), with a focus to improve operational efficiencies within CE, specifically within the Trust Operations Group. The Sr. Business Analyst will participate in the design for new workflows in order to support the transition from the existing trust accounting system to the newly selected vendor. Required to track and report on issues related to the conversion of clients. In addition, the Sr Business Analyst will be required to become subject matter experts on the application, providing training to internal and external users.

The Expertise We're Looking For

• Bachelor's Degree or equivalent experience preferred
• 5+ years of operations and/or service experience in the financial services industry
• Knowledge of Trusts; specifically understanding of Principal and Income Accounting
• Knowledge of Fidelity systems preferred
• Strong familiarity with financial industry, with a good understanding of the Mutual Fund and Brokerage industry
• Ability to lead projects and work independently with minimal direction

The Skills You Bring

• Your knowledge of Bank/Trust Business
• Your strong written, verbal and excellent interpersonal communication skills
• Your ability to work in a fast-paced, team environment
• Your ability with time management (multi-tasking) skills
• Your ability to collaborate with internal business partners
• Your ability to develop and monitor project plans, meet deliverables and manage escalations
• Your creativity/forward-thinking
• You have intermediate knowledge of Microsoft Office Applications

The Team

The Trust Operations team is primarily focused on supporting the integration between the FBSI Brokerage System and a Trust Accounting platform on behalf of our clients. Fidelity's trust product offerings are complimentary offerings to attract and retain high net worth clients. The unique integration, and how both our internal and external clients use them, requires the Trust Operations team to interact with a variety of business partners in support of those products. Those partners include FCCS Product and Sales teams as well as Client Service and Implementation Support.

How Your Work Impacts the Organization

The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions (FCCS), which includes banks and broker dealers in the clearing space and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.

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.

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): North Smithfield, RI

Job ID: Fidelity-2120776

Employment Type: OTHER

Posted: 2025-11-19T18:47:44