Associate Business Analyst

Job Description:

Be part of a team driving real client and business value. As part of the Wealth, SCO Sales Operations team, you will provide operational support and drive processes to scale the Fidelity Wealth organization.

The Sales Operations Associate Business Analyst facilitates operational processes across a distributed Sales Organization. This role will have exposure to many firm-wide initiatives that will primarily focus on the support of tools built and maintained by the SCO team. We support and respond to distribution associates and leaders in the branches, phone sites, Private Wealth Management, Stock Plan Services, Active Trader Services, Fixed Income, FILI, WPA, TEM and Executive Services.

The role will afford you the opportunity for exposure to multiple levels of the organization: Market Leaders, Branch Managers, Financial Consultants, Regional Center Management, Headquarters-level Directors and Vice Presidents.

The Expertise You Have

• Work Experience in Operations, Sales Management, or Analytical Roles a plus
• Financial Services and Sales experience is preferred
• Data Management/Modeling Skills – Microsoft Access/Excel/SQL (Intermediate/Light Advanced)
• Demonstrated success working with multiple levels of a matrixed organization
• A bachelor’s degree in business or a related field

The Skills You Bring

• You have a customer service mindset willing to provide daily support to our customers, the field and phone representatives
• You have an eye for detail and will work to maintain Market Level and field alignments, represent the team in alignment conversations and develop and maintain alignment policies and procedures.
• You are a self-motivated and naturally inquisitive individual
• You are willing and comfortable shifting priorities to support time-sensitive work in a fast-paced environment
• You are eager and selfless in taking ownership of tasks that may be out of your sphere of responsibility
• You have an ability to identify process inefficiencies and design / recommend a more efficient alternative
• You are comfortable interacting across multiple levels of the organization
• You are willing to have difficult conversations and deftly provide honest and supporting analysis in all interactions
• You can operate independently, with minimal oversight.
• You are comfortable engaging with individuals who have high expectations / immediate needs
• You are willing to consistently promote the best interests of the Sales Operations organization while fulfilling the needs of our customers

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

Certifications:

Category:

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.