Business Analyst supporting ERP and data solutions for a sustainability consultancy. Collaborating with teams to enhance systems and improve data processes while focusing on NetSuite and future ERP migration.
About the role
- Business Analyst Consultant developing FIA solutions for advisors and customers in Fidelity Insurance. Collaborate with cross-functional teams and lead product initiatives for market growth.
Responsibilities
- Ready to contribute significantly at Fidelity Insurance Agency?
- As a Business Analyst Consultant, you'll help lead Fidelity's Annuity and Insurance business.
- Collaborate with Fidelity Insurance Agency (FIA) Commercialization, Product Managers, and the Go to Market team to develop top-notch FIA solutions for advisors, customers, and Fidelity Insurance Network (FIN) Carriers.
- Crafting and communicating strategic and critical product initiatives targeted at advancing and broadening Fidelity’s Annuity and Insurance business.
- Working closely with FIA Commercialization to develop business cases, visualize user experience journeys, and establish product and business needs.
- Gathering and recording documenting product and business needs requirements and collaborating with Delivery team leaders and members to grasp essential outputs.
- Sharing demographic and product data, along with market knowledge, help Delivery teams prioritize and develop digital experiences.
- Working with Wealth Platform and Experience Squad Leaders, Business Analysts, and IT associates on developing, testing, and launching new and improved products and digital experiences.
- Collaborating with CKSI and User Experience on strategic/competitive/market research and analysis, drafting learning agendas and usability studies.
- Working with Distribution, Service, and Ops teams on field readiness activities to support product launches both digital and advisor led.
Requirements
- A Bachelor’s degree or equivalent
- 8+ years of experience, or a Master’s degree with 6+ years of experience in project management and business analysis
- Experience with annuity and insurance products is highly desired.
- Familiarity with the FIA business and its annuities, life insurance, and long term care, is a plus.
- Proficient understanding and prior experience with Fidelity’s Product Frameworks: Product Approach, Product Strategy, and Product Development and Management.
- Demonstrated experience in defining and documenting requirements, testing and learning, iterating on, and delivering top-tier solutions across the product lifecycle.
- Highly proficient in requirements elicitation, gap analysis, and business acceptance testing exercises.
- Strong influence and negotiation skills to prioritize work in dependent teams' backlogs.
- Exceptional strategic problem-solving and critical thinking skills, with a passion for defining outstanding customer and associate experiences.
- Outstanding ability to build positive relationships with cross-functional teams, squads, vendors, and leadership teams.
- Proven time management, organizational, and documentation skills; able to balance and prioritize multiple competing priorities independently in a fast-paced environment.
- Excellent listening, communication, facilitation, and presentation skills.
- Proficiency in MS Word, Excel, Miro, and PowerPoint.
Benefits
- Fidelity will not provide immigration sponsorship for this position.
- Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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