F

Fidelity Investments

Investment services and market data provider

Director, Business Analyst

Full-TimeUpdated on 10/2/2026Deadline 10/3/26
No salary listed
Expert
Bachelor's
Durham, NC, USA
In PersonOnsite expectations vary by role and location and may change as the rollout continues.
No H1B Sponsorship

About the job

Requirements
  • A bachelor's degree is required; an advanced degree is preferred.
  • At least 10 years of professional experience, including at least 5 years in business analysis, systems analysis, product analysis, technology consulting, or related disciplines.
  • At least 3 years of people leadership experience, including coaching, performance management, and talent development.
  • Experience leading teams responsible for business capability analysis, requirements definition, and platform enablement initiatives.
  • Strong understanding of digital platforms, APIs, and service-based architectures, including RESTful API concepts.
  • Experience partnering with product, technology, architecture, and delivery organizations to drive strategic business outcomes.
  • Ability to influence decision-making and build alignment across multiple stakeholder groups.
  • Strong relationship-building skills and the ability to break down organizational silos and foster collaboration.
  • Experience leveraging Generative AI and Agentic AI capabilities in daily work and identifying opportunities to improve associate experiences, customer experiences, and business outcomes.
  • Experience using customer insights, business metrics, and data analysis to guide recommendations and prioritization.
  • Ability to communicate complex business and technical concepts to technical and non-technical audiences.
  • Experience developing associates, creating growth opportunities, and building high-performing teams.
  • Ability to manage competing priorities across multiple initiatives while maintaining focus on strategic objectives.
Responsibilities
  • Lead a team of business analysts responsible for business capability analysis, requirements definition, feature planning, and platform enablement supporting Digital Business Capabilities and FT Frameworks.
  • Partner across product, technology, architecture, and business organizations to align work with customer needs, business priorities, and enterprise objectives.
  • Manage analysts serving as subject matter experts on capabilities, APIs, customer experience, and business processes.
  • Provide leadership, guidance, and coaching to develop associates' analytical, technical, and consulting skills, while ensuring consistent execution and delivery.
  • Partner with product, technology, and delivery leaders to define roadmaps, evaluate capability opportunities, guide capability strategy, resolve cross-team dependencies, support strategic initiatives, and promote business analysis best practices.
  • Foster a culture of experimentation and continuous improvement by identifying opportunities to enhance associate experiences, customer experiences, and business outcomes. The team supports delivery of technology and business capabilities for customer and associate experiences across Brokerage and other Fidelity businesses.

About the company

Fidelity Investments provides financial services and tools that connect people to markets and their money. It offers market data and trading tools delivered across devices, such as Market Monitor for Google Glass, Windows Phone, FiOS, and iPad, with customizable watch lists and chart visualizations. Fidelity differentiates itself by combining a long-running brokerage platform with Fidelity Labs’ experimentation and cross-device data delivery, plus visualization-focused features. Its goal is to make market information and trading tools easily accessible so customers can stay informed and act on their financial decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$246.9B

Headquarters

Boston, Massachusetts

Founded

1946

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Simplify's Take

What believers are saying

  • August 2026: Fidelity reported $19.9 trillion AUA and $7.8 trillion managed assets.
  • Q2 2026 trades rose 31% year over year, supporting stronger brokerage engagement.
  • June 2026: Fidelity launched four actively managed small- and mid-cap ETFs, broadening shelf appeal.

What critics are saying

  • March 2026: a judge dismissed fee litigation, but similar share-class suits remain easy to file.
  • May 2026: Fidelity cut 800 jobs, signaling repeated reorganization pressure across technology and product teams.
  • Fidelity's own FETH warning says ether investing can lose everything; crypto expansion risks brand damage.

What makes Fidelity Investments unique

  • June 2026: Fidelity launched first ETF share classes from existing mutual funds.
  • June 2026: Fidelity added guaranteed-income target-date CITs with Nationwide and New York Life.
  • January 2026: Fidelity Digital Assets launched FIDD, a retail and institutional stablecoin.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Company News

Royal Crescent Publishing Limited
Sep 29th, 2026
Fidelity closes $451M real estate debt fund, doubling predecessor's capital

Fidelity Investments has closed its second real estate debt opportunities fund at $451 million, more than double its predecessor's committed capital. The Fidelity Real Estate Debt Opportunities Fund II attracted backing from institutional investors, family offices, registered investment advisers and high-net-worth individuals. The fund invests in private real estate loans across property sectors and opportunistically in tradeable real estate debt securities. Co-portfolio manager Bill Maclay said there is a compelling opportunity in real estate debt as investors seek strategies tied to tangible assets for income and diversification. Harley Lank, head of high income and alternatives at Fidelity Investments, said the strong response underscores investor confidence in the portfolio management team.

Yahoo Finance
Sep 20th, 2026
ChatGPT ranked 8 investment platforms for beginners - The results were surprising.

ChatGPT ranked 8 investment platforms for beginners - The results were surprising. Laura Beck Choosing an investment platform as a beginner can feel paralyzing. There are dozens of options, each claiming to be the easiest, cheapest or most beginner-friendly. So, Mestmaker & Petrey Wealth Advisors Inc asked ChatGPT to cut through the noise and rank the best platforms for new investors in 2026, with one simple ask: explain exactly why. And surprisingly, the top answer wasn't Robinhood. 1. The best overall: Fidelity investments. ChatGPT put Fidelity at the top of its ranking for beginners, and the reasoning was straightforward. Zero-dollar trades, no account minimums, strong research tools and a wide selection of free index funds make it the most complete beginner platform available. The bigger argument for Fidelity, ChatGPT said, is that it grows with you. Most investors eventually want more sophisticated tools, and Fidelity provides them without requiring a platform switch. 2. Best for learning: Charles Schwab. For beginners who feel nervous about investing and want genuine support, ChatGPT ranked Charles Schwab second. The platform offers strong customer service, paper trading that lets you practice with fake money before risking real dollars and educational resources that go deeper than most competitors. If you want guidance alongside your account, Schwab is the pick. 3. Best for long-term investing: Vanguard. Vanguard earned third place for one specific type of beginner: the person who wants to set up a retirement-focused portfolio and leave it alone. Famous for pioneering low-cost index funds, Vanguard's no-frills approach is deliberately designed to encourage long-term holding rather than frequent trading. If your goal is building retirement wealth without actively managing a portfolio, ChatGPT said Vanguard is hard to beat. 4. Best for simplicity: Robinhood. Robinhood ranked fourth on ease of use alone. The interface is genuinely clean and simple, and first-time investors often find it the least intimidating platform to open and navigate. ChatGPT flagged a real downside though: the app's design can encourage trading more frequently than a beginner should, and the educational resources are thin compared to Fidelity or Schwab. It's the easiest platform to use but not necessarily the one that produces the best long-term investor behavior. 5. Best all-in-one: sofi. SoFi made the list for beginners who want their banking, investing and financial planning in a single place. The platform combines investment accounts with banking products, loans and access to financial advisors - useful for someone just starting to build their full financial picture rather than just an investment account.

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