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Senior Manager, Business \u0026 Systems Analysis- Next Generation Capabilities

Company: Fidelity Investments
Location: Durham
Posted on: September 19, 2023

Job Description:

Job Description:The RoleAs a member of the Next Generation Capabilities team in the Planning & Advice Platform product area, you will collaborate with a cross-functional team (Squad) of business partners and systems professionals to develop and lead best-in-class digital experiences. The goal of this squad is to help customers improve their financial outlook by providing personalized, impactful financial recommendations considering all aspects of their financial life.We are looking for a leader who is customer-obsessed and thrives in working collaboratively with teams to deliver outstanding business capabilities and brings a track record of delivering digital capabilities that enrich customers lives and improve their financial outcomes. This role is a hybrid business and systems analysis role that will provide direction across multiple projects or programs and across the platform. These projects or programs are diverse in scope and require sophisticated analysis and facilitation to capture business and systems requirements. This role manages the design, development, and implementation of platform capabilities and/or process solutions for complex business problems. #CSB
The Expertise and Skills You Bring

  • Bachelor s degree or higher and 8+ years professional experience as a Systems and/or Business Analyst for software solutions
  • FINRA Series 7 license preferred but not required
  • Provides thought leadership in recommending strategic options and strategy formation
  • Identifies and crafts best-in-class reusable middle tier/platform capabilities and API solutions for Fidelity clients
  • Pulls information together across a diverse set of individuals and teams and articulates the full story across multiple streams of work
    • Participates in the prioritization of the team s work (in partnership with leadership) to deliver value based on an understanding of customer needs
    • Participates and/or leads business capability definition efforts to inform the squad strategy/roadmaps
    • Excellent documentation skills showcasing API and platform capabilities
    • Comfortable working with math and financial services calculations such as loans, budgeting, and retirement
    • Strong business knowledge of financial services, specifically wealth management, and experience leveraging this knowledge in managing or building technology tools and systems
    • Ability to think strategically about business goals and roadmap how the unique elements fit together - crafting end-to-end business capability roadmaps to address key customer needs
    • Proven knowledge of Agile development methodologies and scrum tools Jira, AgileCraft experience desirable
    • Experience developing and authoring solution requirements, user stories, and specifications for moderate to complex software systems
    • Ability to collaborate with individuals and teams across multiple functions and disciplines
    • Experience with Structured Query Language (SQL) and REST API development a plus
    • Effective in written and verbal communications and are dedicated to tailoring content to the appropriate audience (business vs. technology, associate vs. management, etc.)The TeamThe Planning & Advice Platform team powers the Personal Investing & Workplace Investing Wealth Management offerings through deployment of scalable business capabilities. The team is passionate about owning the evolution of our planning capabilities that enable an extraordinary planning offering.Please see below for the salary range for work locations in Colorado only:N/A

      Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/A

      Please see below for the salary range for work locations in California only:N/A

      Please see below for the salary range for work locations in Washington only:N/A

      Certifications:Company OverviewFidelity Investments is a privately held company with a mission--to strengthen the financial well-being of our clients.--We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a--, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to--Find Your Fidelity--at--.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to--, or by calling 800-835-5099, prompt 2, option 3.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Keywords: Fidelity Investments, Durham , Senior Manager, Business \u0026 Systems Analysis- Next Generation Capabilities, Executive , Durham, North Carolina

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