Description

Job Description:

Please Note: We are unable to provide visa sponsorship for this role

The Team

Our Mission: We serve those who serve others. The Tax-Exempt Market (TEM) supports mission-driven institutions-including major healthcare systems, colleges, and universities-by delivering retirement plan services that improve financial well-being.

Strategic Partnership: In this role, you will work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support critical product capabilities across the TEM ecosystem.

The Role

As a Lead TEM Business Analyst, you will play a critical role in driving complex product initiatives forward within the TEM Product Area. This role operates as a senior individual contributor with high autonomy, responsible for leading end-to-end business analysis across multi-team epics and sub-initiatives.

You will translate complex business needs into clear, actionable requirements and partner closely across Product, Technology, Operations, and Distribution. You will navigate systems, data, and workflows to help teams make informed decisions and deliver effectively. Work with technology partners to deliver solutions by leading delivery of features or epics.

Expertise You Have (Core Capabilities)

• Strategic Curiosity & Learning Agility: Quickly learn complex domains, challenge assumptions, and translate ambiguity into structured insight.
• Initiative-Level Problem Structuring: Break down multi-team epics into clear components, dependencies, and risks to drive execution.
• Requirements & Solution Definition: Drive discovery, define current/future states, and deliver high-quality user stories and acceptance criteria.

Skills You Bring (Behavioral DNA)

• Highly Collaborative & Cross-Organizational Mindset: Proactively partner across TEM and other business units to identify the right stakeholders and build strong working relationships critical to success.
• Facilitation & Alignment: Lead working sessions, synthesize diverse inputs, and guide teams toward clear decisions and shared outcomes.
• Ownership, Accountability & Adaptability: Take end-to-end ownership of outcomes, navigate shifting priorities, and remain effective in a dynamic environment.
• Systems, Data & Process Thinking: Connect systems, data, and processes to identify impacts and opportunities, while leveraging and adapting established best practices across the organization.

Value You Deliver

• Stakeholder Management: facilitate discussions with key business partners, ensuring productive dialogue, and influencing critical decisions
• Structured & Organized Execution: Create and maintain clear artifacts (e.g., initiative mapping, requirements, workflows) that bring transparency to a high-volume, complex body of work-and enable others to effectively engage with them.
• Operational Readiness & Continuous Improvement: Ensure downstream readiness while continuously improving processes by adopting and tailoring proven practices from across business units.

Experience & Background

• Product Development & Business Analysis Experience:
  7+ years of experience supporting product development through strong business analysis in financial services, technology, or other regulated environments.
• Proven experience leading large initiatives in Agile environments.
• Strong communication skills with the ability to engage across business and technical stakeholders.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Business Analysis
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.



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