Manager, Business Analysis – Wealth Client Experience

Fidelity Investments

Business Analyst managing client experience events for Fidelity's RIA platform focusing on Entity Changes, Mergers, and Acquisitions. Collaborating with stakeholders to ensure seamless onboarding and updates.

Posted 4/17/2026full-timeJersey City • New Jersey, Rhode Island, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $66,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

supports and executes Entity Change events for advisors operating on the Fidelity RIA platform
focuses on Mergers and Acquisitions involving existing advisors or RIAs in the onboarding process
supports ongoing maintenance events, including Name and Ownership Changes
consolidates business structures under the receiving RIA’s internal records
ensures accurate updates to RIA names and related attributes across the platform
conducts detailed analyses of each RIA’s business model, operational dependencies, and product configurations
translates requirements into precise, targeted tasks to implement necessary changes
manages events of varying size, complexity, and scope
partners closely with internal stakeholders to coordinate activities, ensure alignment, and drive timely execution

Requirements

What you’ll need

Bachelor’s Degree or Commensurate Work Experience
Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)
Client facing service experience required
Must possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues
Ability to work in a team environment
Excellent verbal and written communication skills
Highly motivated, self-directed and an independent problem solver
Flexible/adaptive to change
Obsessed with delivering a superior client experience to our financial intermediary client base

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

analytical skillsproblem-solving skillsteamworkverbal communicationwritten communicationself-directedindependent problem solverflexibilityadaptabilityclient service

Certifications

Bachelor’s Degree