Job Description:

Are you looking to blend your deep Defined Benefit domain expertise with a passion for collaboration, innovation and client management? If so, the Workplace Investing Business Analyst, Defined Benefit might be the perfect next step for you! In this role, the Analyst is responsible for being the domain expert for Defined Benefit Plans, while also supporting from a customer and participant perspective. In addition, the Analyst may be required to support the strategic direction of the business, handle highly complex issues to resolution, and work with domain experts to solution client improvements and enhancements through corporate actions & change orders. You will also engage with other lines of business on projects that impact other Defined Benefit products and services. We are looking for someone to join our great team of specialists, who enjoy a fast-paced environment, and can provide quality work and a best-in-class client/customer experience.

The Role

The Workplace Investing Business Analyst, Defined Benefit will work in a team environment by providing leadership, technical support, and workflow management to associates assigned to their defined benefit clients, serviced from a consultative perspective.

Participate in planning activities and other relevant meetings to represent the Defined Benefit product and ensure client satisfaction.

Evaluate requests from other areas of the firm to determine impact to the processes you serve and represent DB’s operational interests to senior leadership.

Provide information and advice on plan documentation discrepancies and/or guidelines, e.g. data, provisional, or other plan/client issues.

Manage multiple projects of medium to high complexity and execute projects on time and on budget to support high quality, profitable service delivery.

Own and analyze operational issues and recommend business solutions, based on knowledge of client’s plan design and system functionality.

Working with internal teams to identify, analyze, and implement process and procedural changes based on new regulatory amendments and/or administrative improvements.

The Expertise and Skills You Bring

Bachelor’s Degree preferred.

Experience in Project Management and/or Analytics preferred.

Ability to balance day to day management of several project-related responsibilities, tasks and deliverables including highly escalated, prioritized requests.

Detail-oriented with strong mathematical and analytical skills

Advanced skillset with Microsoft Excel, Access, and SQL. Visual Basic, Tableau and working experience with data analytics is a plus.

Expertise in performing and reviewing complex Defined Benefit calculations and/or proficiency and familiarity in working with different Defined Benefit Plan Structures.

Leadership and problem-solving talents including mentoring and coaching abilities.

Good communication, both verbal and written; ability to implement/facilitate change.

Forward looking, analytic, continuous improvement mentality.

Demonstrated mix of analytics and technical skills. Ability to analyze/organize large amounts of data

Client facing project consulting experience including requirement discovery and solution design

The Team

This role will reside within Workplace Investing Defined Benefit Operations organization. You will be responsible for handling and overseeing the day to day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale & efficiency initiatives. You will support DB’s interests in collaborating with the cross product/functional SME’s, Center of Excellence and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.