Consultant, Business Analyst--Tax Exempt Market (TEM)

Fidelity Investments

$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in business analysis or product development, particularly within financial services or technology sectors.
  • Demonstrated ability to drive tactical initiatives aligned with product strategy and roadmaps.
  • Exemplary written and verbal communication capabilities, suited to interact with various stakeholders.
  • Experience leading large initiatives or epics within Agile methodologies.
  • Self-motivated with a track record of learning new skills and adapting to challenges.

Responsibilities

  • Lead end-to-end business analysis for complex initiatives across multi-team epics.
  • Translate business needs into actionable requirements for cross-functional teams.
  • Facilitate working sessions to guide teams toward clear decisions and outcomes.
  • Create and maintain documentation that improves transparency and engagement with initiatives.
  • Ensure operational readiness and promote continuous process improvements through best practices.

Benefits

  • Collaborative work environment that encourages cross-organizational partnerships.
  • High level of autonomy in project ownership.
  • Opportunity to lead complex and high-impact product initiatives.
  • Support for continuous learning and professional development opportunities.
Full Job Description
Job Description:

Please Note: We are unable to provide visa sponsorship for this role

The Role

As a Consultant, Business Analyst, you will play a critical role in driving complex product initiatives forward within the TEM Product Area. This role operates as a senior individual contributor with high autonomy, responsible for leading end-to-end business analysis across multi-team epics and sub-initiatives.

You will translate complex business needs into clear, actionable requirements and partner closely across Product, Distribution, Technology, and Operations. You are not expected to perform technical implementation; however, you must be highly systems- and data-literate to guide delivery and influence decisions.

Expertise You Have (Core Capabilities)
  • Strategic Curiosity & Learning Agility: Quickly learn complex domains, challenge assumptions, and translate ambiguity into structured insight.
  • Initiative-Level Problem Structuring: Break down multi-team epics into clear components, dependencies, and risks to drive execution.
  • Agile & Delivery Leadership: Lead epics and stories across squads, ensuring value-based prioritization and consistent delivery.
  • Requirements & Solution Definition: Drive discovery, define current/future states, and deliver high-quality user stories and acceptance criteria.


Skills You Bring (Behavioral DNA)
  • Highly Collaborative & Cross-Organizational Mindset: Proactively partner across TEM and other business units to identify the right stakeholders and build strong working relationships critical to success.
  • Facilitation & Alignment: Lead working sessions, synthesize diverse inputs, and guide teams toward clear decisions and shared outcomes.
  • Ownership, Accountability & Adaptability: Take end-to-end ownership of outcomes, navigate shifting priorities, and remain effective in a dynamic environment.
  • Systems, Data & Process Thinking: Connect systems, data, and processes to identify impacts and opportunities, while leveraging and adapting established best practices across the organization.


Value You Deliver
  • Structured & Organized Execution: Create and maintain clear artifacts (e.g., initiative mapping, requirements, workflows) that bring transparency to a high-volume, complex body of work-and enable others to effectively engage with them.
  • Operational Readiness & Continuous Improvement: Ensure downstream readiness while continuously improving processes by adopting and tailoring proven practices from across business units.
  • Epic & Initiative Leadership: Lead complex epics from discovery through go-live, ensuring clarity, momentum, and execution excellence.


Experience & Background

Product Development & Business Analysis Experience:

  • 7+ years of experience supporting product development through strong business analysis in financial services, technology, or other regulated environments.
  • Ability to drive tactical initiatives, through implementation, of a product strategy/roadmap
  • Self-directed and motivated to stretch outside comfort zone and learn and apply new skills
  • Strong written and verbal communication skills
  • Proven experience leading epics or large initiatives in Agile environments.
  • You have strong interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers


Certifications:

Category:

Business Analysis

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