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Director, Business Analysis, Chapter Leader - Customer Solutions

Fidelity

Fidelity

This job is no longer accepting applications

See open jobs at Fidelity.See open jobs similar to "Director, Business Analysis, Chapter Leader - Customer Solutions" Mass Fintech Hub.
Customer Service
smithfield, ri, usa · Covington, KY, USA · Merrimack, NH, USA · Boston, MA, USA · Westlake, TX, USA
Posted on May 17, 2025

Job Description:

The Purpose of This Role

Our Director, Business Analysis / Chapter Leader role blends a deep level of expertise for delivering product solutions with a passion for hiring, developing and leading people. This multifaceted role allows you the opportunity to deliver independently as a Business Analyst and as a manager (Chapter Leader) of 5-7 Business Analysts as part of the Customer Solutions Business Analysis team. In this position, you will enable your team to execute, grow and develop in their area of expertise while also owning and delivering critical features independently as a key member of our Fiduciary Solutions team. You are chief advocate for Business Analysis Chapter excellence and actively engage in Chapter initiatives while partnering with product area leadership to meet their resourcing/talent needs and deliver product capabilities.

As a seasoned leader, you will effectively balance your time between successfully leading your individual deliverables and supporting your team as they lead and execute work across the broader Defined Contributions Innovation product roadmaps. You will provide effective leadership and management across deliverables with a focus on communication, risk mitigation, quality assurance, effective delivery and building strong relationships. You will be a key member of the Fiduciary Solutions Product Delivery team within the Defined Contributions Innovation Product Area working closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals within our Workplace Investing Emerging Businesses.

The Expertise We’re Looking For

  • 15+ years of Overall Experience spanning across Business/System Analysis, Project/Program Management, Product Management and People Leadership

  • Agile experience with Jira or similar Agile backlog management tool preferred

The Value You Deliver

  • Participate in defining the product roadmap, developing more detailed quarterly execution goals and working independently across business and technology partners to produce key deliverables.

  • Partner effectively across multiple stakeholder teams to develop a strong presence that that enables successfully collaboration and delivery to meet business objectives

  • Act as a role model and promote Fidelity leadership behaviors to create an innovative, results focused culture

  • Work with key partners to define product features and maintain awareness of internal and external market trends impacting product direction

  • Establish trusted relationships with key business partners in Sales, Operations, Implementations, Technology and Legal, Compliance, and Risk to drive initiatives to completion

  • Support, mentor and coach members of your team enabling them to deliver more successfully across the breadth of features they will support

  • Provide day to day leadership, mentoring and development planning for your team of Business Analysts as they support the overall goals of the DC Innovation Product Area

The Skills you Bring

  • Committed, inspirational people leader excited about mentoring and developing your team

  • Excellent interpersonal and communication skills with which you build and grow strong cross-functional partnerships and relationships at all levels of the organization

  • Strategic problem solver passionate about leading, mentoring and developing people

  • Established leader with the ability to negotiate, influence and collaborate with business and technology partners to deliver creative solutions to complex business problems

  • Proven ability to facilitate meetings with various audiences, drive to decisions and document outcomes

  • Extensive experience across product development lifecycle – including business analysis & research, business process mapping, the documentation of business requirements, user acceptance testing and product deployment.

The Team

The Customer Solutions Business Analysis Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing Product Roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs.

Customer Solutions is a global organization and our mission is to drive the realization of results by translating business objectives into actionable plans and solutions that drive customer value! We provide Business Analysis expertise necessary to support Business and Technology delivery of prioritized work utilizing Agile and scrum techniques within Fidelity Workplace Investing.

Certifications:

Category:

Product Management

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.

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At 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 Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations@fmr.com, 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.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment to Diversity and Inclusion

"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

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