Business Systems Analyst, Workforce Management

Fidelity Investments

$90K — $110K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in business/systems analysis
  • Experience in technology transformation initiatives
  • Strong requirements elicitation skills
  • Knowledge of WFM concepts and metrics
  • Understanding of APIs, integrations, and architectures
  • Ability to bridge business and technical teams
  • Strong communication and analytical skills

Responsibilities

  • Partner with business leaders to document current-state processes
  • Lead requirements gathering workshops and stakeholder interviews
  • Translate needs into user stories, use cases, and acceptance criteria
  • Decompose WFM functions into scalable system components
  • Collaborate with architects on data models and integrations
  • Define system interactions across WFM, ACD, CRM, and analytics
  • Create process flows, diagrams, and data mappings
  • Support vendor evaluations and fit-gap analysis

Benefits

  • 100% onsite work required
  • Collaboration within a team focused on modernizing workforce systems
  • Opportunity to influence large-scale technology initiatives
  • Engagement in a structured, data-driven approach to solution design
  • Involvement with diverse business and technical teams
Full Job Description
Job Description:

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

The Role

As a member of the Enterprise Contact Center Program and Product organization, you will play a critical role in a large-scale technology modernization initiative to replatform and build next-generation Workforce Management (WFM) capabilities.

You will partner closely with business stakeholders, product owners, and architecture/engineering teams to discover, define, and translate workforce management needs into scalable, modern system designs. This role bridges business intent and technical execution, ensuring that future-state WFM platforms support forecasting, scheduling, and real-time management capabilities across voice and digital channels.

You will take a structured, data-driven approach to discovery, requirements definition, and solution design, ensuring alignment with enterprise architecture and long-term platform strategy while delivering measurable business outcomes.

As a team member, you will...
• Partner with business leaders to document current-state processes and define future-state capabilities.
• Lead requirements gathering workshops and stakeholder interviews.
• Translate needs into user stories, use cases and acceptance criteria.
• Decompose WFM functions into scalable system components.
• Collaborate with architects on data models and integrations.
• Define system interactions across WFM, ACD, CRM, and analytics.
• Create process flows, diagrams, and data mappings.
• Define non-functional requirements like scalability and performance.
• Support vendor evaluations and fit-gap analysis.
• Partner with engineering during build and testing phases.
• Ensure traceability from requirements to implementation.
• Maintain documentation such as product and requirement documents.

The Expertise and Skills You Bring
• 5 plus years in business/systems analysis.
• Experience in technology transformation initiatives.
• Strong requirements elicitation skills.
• Knowledge of WFM concepts and metrics.
• Understanding of APIs, integrations, and architectures.
• Ability to bridge business and technical teams.
• Strong communication and analytical skills.

The Team

You will work within a Product and Analysis function with a focus on modernizing workforce systems and enabling scalable platforms.

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:

Information Technology

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