Do you want to be part of a team that transforms the trading and investing experience for its customers and defines the future of brokerage products and experiences that will surpass our competitors? Are you an analytically minded individual who is intellectually curious, thinks critically, takes initiative, and has a passion for learning new skills? Come join a world-class brokerage team and work in an agile way to help create the best customer experiences and go-to-market strategies in the Financial Services industry.
We may hire this role at a Manager, Director depending upon the experience of the chosen candidate
Preferred locations for this position are Westlake TX, Smithfield RI, Merrimack NH
The Brokerage Chapter works within PI in the Independent Investor Domain. Our mission is to improve and maintain the existing Brokerage Trading Experience of PI Customers including providing outstanding digital experience (Mobile, Fid.com, Active Trader Pro), investment tools, brokerage operational support and other services to clients who are independent investors.
You will be part of on an agile inter-disciplinary team (e.g., product development, analytics, communications, marketing, experience developers, etc.) within the Personal Investing business at Fidelity
Active Trader Pro (ATP) is Fidelity’s downloadable trading platform. Your role will be working with the ATP team to support the ongoing maintenance and development, or the working towards developing new experiences within ATP.
You will partner with research, UXD, development teams, QA, and others on requirements, design, testing, and implementation of solutions throughout the development lifecycle. You will lead and conduct business analyses in order to formulate and make recommendations. You will identify and define solutions to business problems, through creation and documentation of business and process specifications. This position requires an ambitious thinker and collaborator who demonstrates analytical thinking, a passion for data, active listening, and champions continuous improvement.
The Expertise You Have
The ideal candidate has 5 years of proven experience in Financial Services
Demonstrated knowledge of business analyst techniques, for example: benchmarking, business rules analysis, and user stories, user acceptance testing and product documentation.
Agile mentality: experience with Jira, Confluence, Mural or similar Agile backlog management tool preferred
Background in brokerage, platform technology, stock and options trading, compliance, or risk management preferred
Product development and project management experience a plus
Series 7, 63 preferred
The Skills you bring
Strong and reliable analytical skills and ability to apply critical thinking skills and understand complex customer needs and be able to translate them in stories with measurable acceptance criteria
Enjoy solving problems and able to resolve conflicts through strong mediation skills
Outstanding listening, verbal, and written communication skills-ability to write clear, concise product documentation and communications
Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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.
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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
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.
Tagged as: Analysis skills
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