Job Description:

The Role

Join us in shaping the future of Financial Insights and Engagement in the Financial Planning and Advice Product Area. The Planning Engagement squad is seeking an analyst with a strong blend of business and systems analysis background to help families achieve greater financial wellness, through proactive and relevant financial insights.

As an Analyst, you’ll be a core business member working within a cross-functional development squad. You will actively drive strategy through defining the problem, assessing data, analyzing needs, assisting with digital capabilities, and bringing a client-centric lens to the development of a solution. This position combines big-picture vision with practical execution, making it an exciting opportunity for candidates passionate about innovation, digital capabilities, artificial intelligence, and financial technology.

Responsibilities include:

• Collaborating with product managers, team members, and data analysts to define project goals and requirements.
• Conducting thorough analysis of business processes, digital capabilities, knowledge graphs, automated processes, and next best actions using quantitative and qualitative data to prioritize areas for improvement.
• Using a client lens, translate business needs into actionable plans, ensuring alignment with overall product offering and business goals.
• Participating in agile development cycles, providing insights and feedback to enhance customer experiences.
• Working closely with partners to capture requirements, document use cases, and create user stories.
• Analyzing data, generate reports, and present findings to inform decision-making.
• Champion customer-centric design principles, advocating for outstanding user experiences.

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent with 8+ years’ professional experience or Masters’ degree with 6+ years is required.
• 4+ years in financial planning experience, with project management or product development background
• Certified Financial Planner (CFP®) designation is a plus and preferred
• Client-facing or distribution experience in financial planning is a plus
• Passion for financial wellness
• You are intellectually curious and model a culture of learning and collaboration.
• Demonstrated strong verbal and written communication skills.
• Ability to craft and present successful presentations using PowerPoint
• Skilled at building credibility and trust with diverse partners
• Strong business & system analysis skills, critical thinking, and a collaborative approach of delivering client experiences in a digital world.
• Strong product development skills, including creating business requirements and understanding system requirements.
• Strong project management skills and driven to own several initiatives at once
• Customer-focused attitude and aim to understand our clients and craft experiences to help both clients and advisors.
• Ability to work in a fast-paced and frequently ambiguous environment.
• Willingness to upskill and build technical competence in working with software developers and data scientists.
• Ability to think strategically about end-to-end experiences, implementation, and measurement.
• Ability to define experimentation learning agendas and success metrics.
• Enabling work across business units and teams to ensure the best client experiences.
• Experience building & leading work related to digital experiences, especially artificial intelligence, quantitative, digital measurement / analytics, and experimentation.
• Taking the lead on competitor analysis, customer opportunity analysis, case development, product roadmap strategy development, vendor, and data source evaluation

The Team

The Planning Engagement Squad is working to redefine financial planning at Fidelity. Our focus is to shift from analyzing a single goal a client may have, to analyzing the client’s full financial picture. Our work will support a client who is looking to make an informed decision in their financial lives, leading to better outcomes in their future. The squad’s work starts with defining and understanding client trends & behavior using Fidelity’s tools and evolving the financial planning products our clients and advisors’ use. The role is part of the Financial Planning & Advice Product area within the Wealth Solutions Domain.

Our Values

• Client obsession – we believe that the client is at the center of everything we do
• A commitment to growth – one day a week is dedicated to learning and stretching beyond our comfort zone
• Community/culture – we promote an inclusive and diverse community that is supportive to new ideas and perspectives.

Certifications: