Analyst, Aggregation & Cash Flow Planning

Job Description:

The Role

Join our dynamic Fintech team at Fidelity! Support us in our mission to democratize financial planning by crafting experiences that serve our existing clients and meet the needs of a client base newer to planning and investing!

The Analyst plays a pivotal role in developing innovative financial planning software designed for digital platform. As part of our agile Aggregation and Cash Flow Squad, the Analyst will partner closely with developers, designers, and stakeholders to ensure our solutions meet the evolving needs of our users.

The Analyst is a core business member working within a global cross-functional development squad. The role actively drives strategy by defining problems, assessing data, analyzing needs, and bringing a client-centric lens to the development of solutions. This position combines big-picture vision with practical execution, making it an exciting opportunity for candidates passionate about innovation and financial technology. Responsibilities include:

• Collaborating with product managers, designers, data analysts, and engineers to define project goals and requirements.
• Conducting thorough analysis of business processes and digital functionality using qualitative user experience studies and quantitative data to prioritize areas for improvement.
• Coordinating with resources onshore and offshore to deliver an optimal digital experience
• 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 gather requirements, document use cases, and perform agile product delivery.
• Partnering with software developers through the creation of 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 5+ years’ professional experience or Masters’ degree with 3+ years’ professional experience
• 3+ years in financial planning experience, with project management or product development background preferred.
• Demonstrated digital product delivery and development skills required
• Experience working in cross-functional development teams and agile environment
• Client-facing experience and/or Certified Financial Planner (CFP®) designation is a plus
• Demonstrated experience with the product development lifecycle including story writing and analysis
• Intellectual curiosity 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 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 analysis skills and ability to document front end digital experiences and client needs, as well as solution mapping and competitive analysis
• Strong project management skills and driven to own several initiatives at once
• Customer-centric demeanor and aim to understand our clients and craft experiences to help both clients and advisors
• Ability to work in a fast-paced and innovative environment
• Interested in upskilling and building technical competence in working with technology partners
• 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 divisions and teams to ensure the best client experiences

Note: Fidelity will not provide immigration sponsorship for this position. The Team

The Aggregation and Cash Flow Squad is working to redefine financial planning at Fidelity. Our focus is to ensure premier financial planning experiences through our digital first approach. Our work will support a client who is looking to improve their financial lives, through better tracking and planning their day to day financial transactions, budget, expenses, and net worth, leading to better outcomes. The squad’s work starts with defining and understanding client trends & behavior using Fidelity’s tools and evolving the financial planning products. The team plays a key role in crafting experiences to meet the needs of clients across various segments and net worth levels through innovative savings and budgeting software. The position sits within the Financial Planning & Advice Product area in 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 – we celebrate a culture of lifelong learning and are dedicated to continuous growth and stretching beyond our comfort zone
• Community/culture – we promote an inclusive and diverse community that is supportive to new ideas and perspectives.

Certifications:

Category:Business Analysis

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.