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Senior Product Analyst - Stock Plan Services Customer Solutions

Role overview

Qualifications

  • Demonstrated knowledge (5 plus years) of business analyst techniques
  • Agile mentality; experience with Jira or similar Agile backlog management tool
  • Bachelor’s degree preferred
  • CPAB/CSPO Certification desirable

Responsibilities

  • Collaborate with Product Managers to elicit, document, and translate high complexity business requirements into Agile feature-level epics
  • Develop and execute business acceptance test plan and test strategy
  • Implement solutions to ensure the highest level of integrity, accuracy, and overall quality in the final product
  • Facilitate workshops and communicate effectively across multiple teams

Key facts

Hard skills

Other skills

  • Problem Solving
  • Communication
  • Analytical Skills
  • Critical Thinking
  • Time Management
  • Teamwork
  • Active Listening

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

The Product Analyst works within the Fidelity Workplace Investing Agile Model as a member of the SPS Customer Solutions Chapter. Product Analysts are tasked with collaborating with Product Managers to elicit, document, and translate high complexity business requirements into Agile feature-level epics. They also drive the effort for developing and executing business acceptance test plan, test strategy and implementing solutions to ensure the highest level of integrity, accuracy, and overall quality are included in the final product.

The Product Analyst must have proven experience with strong analytical and problem-solving skills. Key attributes that make up a successful Product Analyst are highly motivated, 'self-starters' with a sense of ownership, driven to succeed. The Product Analyst is successful working individually and within a team structure.


The Expertise and Skills You Bring

  • Demonstrated knowledge (5 plus years) of business analyst techniques, for example: elicitation, current/future state analysis, flow diagramming, benchmarking, business rules and risk analysis, user acceptance testing and product documentation.
  • Agile mentality; experience with Jira or similar Agile backlog management tool, Confluence, Mural preferred
  • Bachelor’s degree preferred
  • CPAB/CSPO Certification desirable
  • Enjoy solving problems and able to resolve conflicts through strong mediation skills
  • Facilitating and orchestrating across multiple teams, BU, squads, business partners
  • Outstanding listening, verbal, and written communication skills
  • Proven analytical, critical thinking and problem-solving skills
  • Capable of facilitating a workshop, or speaking publicly to a broad audience
  • Excellent time management skills
  • Proven the ability to write clear, concise product documentation and communications
  • Positive demeanor and flexible, with ability to adapt to the changing needs of the chapter

The Team

For more than two decades, Fidelity Stock Plan Services, which is fully integrated within the Workplace Investing (WI) division, has been a trusted leader in equity compensation administration for both public and private companies. As a premier equity compensation provider, we empower employers with advanced technology and exceptional service to strategically manage their equity programs and attract and retain top talent. This also includes helping their employees understand and value their equity awards through comprehensive and highly personalized communications, education and guidance.



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:

Product Management

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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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