Job Description:
The Role
At Institutional Wealth Management Services (IWMS), we help financial advisors thrive through client‑focused expertise, industry‑leading financial solutions, and flexible technology. This role supports Banking Money Movement and is instrumental in delivering new and evolving products that enhance the client experience. The position partners closely with product leads, internal stakeholders and clients to identify opportunities, understand complex business and client needs, and collaborate on building impactful solutions.
We are seeking a Senior Manager of Business Analysis who is comfortable thriving in a fast‑paced, high‑pressure environment, brings strong analytical and problem‑solving skills, and demonstrates a solutions‑oriented mindset. Experience in Clearing and Custody is strongly preferred, though not required. Success in this role requires navigating complex and sometimes ambiguous processes, making sound decisions with evolving information, and managing work across multiple interdependent partner teams while maintaining accuracy, accountability, and momentum under tight timelines.
There are three primary principles of being a great Senior Manager, Business Analysis:
- Strategy: Understanding the problem or the 'why,' partnering with Product Leaders to explore future capabilities, and aligning near- and long-term roadmap decisions to the broader mission and product vision
- Execution: Driving work within your team, internal partners teams, and external partners to achieve a common goal
- Business Readiness: How you drive your product to launch, gaining adoption and supporting it after launch
The Expertise and Skills You Bring
- Bachelor’s degree required, with >5 years of experience in product delivery, business analysis, operations, or technology‑enabled roles
- Demonstrated experience driving assigned product delivery or operational initiatives, including requirements definition, analysis, documentation, testing support, and execution
- Clearing and Custody experience is a plus, including understanding of end‑to‑end workflows and associated risk considerations
- Strong analytical and problem‑solving skills, with the ability to assess ambiguous information and drive well‑reasoned decisions
- Proven ability to perform effectively in a fast‑paced, high‑pressure environment with frequent change and competing priorities
- Experience working with multiple dependent partner teams (internal and/or external), requiring coordination, influence, and clear communication
- Comfort operating where processes, requirements, or outcomes are not fully defined, with the ability to create clarity and forward progress
- Ability to proactively identify issues, escalate appropriately, and collaborate on solutions in time‑sensitive situations
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are Business Analysts who help define organizational needs, engage stakeholders, and deliver optimal client experiences by detailing the “ask” while educating on the options and capabilities offered. We also drive an executable strategy and ensure scalable and supportable solutions. This is an excellent opportunity to join Fidelity Institutional (FI) Business Analysis and work on solutions to drive FI business forward. The Business Analysis area aligns with FI business partners in an agile way. By putting autonomous agile teams at the forefront of delivering incredible client value and supporting all associates in being motivated towards continuous improvement and career development, you sustain and evolve our innovative learning agile culture by demonstrating and promoting Fidelity and agile leadership behaviors.
Certifications:
Category:
Product ManagementPlease 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
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.