Job Description:

The Role

The Plynk technology team within the Fidelity Brokerage Technology organization is looking for an energetic Lead Business Analyst who blends knowledge of the brokerage domain with a passion for designing best in class solutions. You will be part of a highly dynamic team that builds and supports a wide array of best-in-class products. Our engineering team is innovative, diverse, passionate and hard-working.

As a business analyst, your primary role will be to ensure smooth delivery of features and enhancements in the Plynk mobile app by analyzing complex business requirements and coordinating with team members and collaborators alike. You are expected to quickly gain an understanding of all the components of Plynk to be able to contribute to strategic roadmaps and initiatives related to the development, enhancement, maintenance, and support of the product.

The Expertise and Skills You Bring 2+ years of experience as an analyst in the brokerage finance domain. Experience in brokerage platform solutions preferredStrong written and verbal communication skillsUnderstand and evaluate business requirements, identify gaps, analyze existing platform capabilities, and come up with a plan for implementation.Document results of analysis and share with both internal and external customers as needed.Lead multiple development work streams as follows:Be the go-to person for any questions related to business requirements. Collaborate with developers and QA on a day-to-day basis.Pursue dependencies / enhancement requests with other teams/partners so that they are addressed in a timely manner. Understand the right collaborators to be contacted, set up and chair meetings to clearly articulate requirements and set expectations, then follow up through to closure.Determine the best way to split development work in the form of Jira stories. Create high-quality Jira stories by adhering to Agile practices. Drive refinement sessions.Ability to give high-impact presentations and demos to senior management, and representing the team at important forums in the organizationStrong collaborator management skills: should be able to manage expectations of and set expectations with multiple senior partners and coordinate with multiple teams engaged on the projectBasic understanding of APIs. Should be able to analyze APIs via Postman / equivalent API testing tool, and share findings.Coordinate with partners from the Plynk product team, LRC team, API producer teams and any other teams on whom the Plynk team partners with.Identify creative solutions to business problems; conduct secondary research and prepare proposals in the form of Powerpoint presentations / other documentation.Create high-impact presentations and give presentations/demos to senior management.Align with the leadership’s vision for the products and ensure that day-to-day tactical requests don’t compromise that vision.Proactively lead process improvement initiatives.Provide inputs for competitor research of other brokerage apps and research on fintech trends.Coordinate regulatory review process for new features; partnering with legal, risk and compliance to gather feedback, reduce risk and document the experience.

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

The Team

Plynk is a mobile brokerage app intended to make investing easy, welcoming, and empowering for novice investors to just get started and keep going. Our objective is to build an innovative app that powers the world’s most intuitive investing process. Plynk will help the organization generate new revenue streams and acquire new customers in an increasingly competitive market.

The base salary range for this position is $52,000-$83,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.

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.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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, detailed in this document, 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.

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.