Senior Business Analyst – Workflow Configuration

Fidelity Investments

Senior Business Analyst configuring workflow automation and process solutions for Fidelity’s Workplace Investing customers. Translating business needs into technical requirements and coordinating delivery.

Posted 8/4/2026full-timeKentucky, New Hampshire, Rhode Island, Texas • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in analyzing business requirements and translating them into technical specifications, with a strong focus on workflow automation and user experience. Proficient in project management, requirements elicitation, and collaboration across diverse teams to deliver impactful solutions.

Highest-signal resume keywords

Requirements ElicitationUse Case DevelopmentProject ManagementJIRA ExperienceWorkflow Automation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Process ManagementTechnical SpecificationsUser StoriesAcceptance CriteriaUser FlowsUser PersonasRequirements DocumentationSolution DevelopmentMulti-Regional Project ExperienceOperational Objectives Translation

Soft Skills

Problem SolvingAttention to DetailFlexibilityCollaborationIndependence

Tools & Technologies

JIRAXTRAC

Industry Keywords

Workflow AutomationDigital ProductsCustomer RequirementsUser ExperienceProject Delivery

About the role

Key responsibilities & impact

Analyze high-level business requirements and translate them into technical specifications
Implement solutions into the WI Workflow Automation platform
Capture requirements, document use cases, write acceptance criteria, and convey the ideal user experience
Drive the composition, build, and delivery of workflow and process solutions for Workplace Investing customers
Collect and document requirements with business partners
Coordinate delivery of capabilities to users
Collaborate with teams across geographical regions and time zones
Identify and solve complicated issues, turning them into intuitive solutions
Build and maintain relationships with team members, users, customers, and collaborators
Translate product strategy into executable product requirements
Document user scenarios, use cases, and expected user experience
Define use cases, user flows, user personas, and other solution-development artifacts
Maintain the product backlog and facilitate business partner prioritization sessions
Manage timeline and delivery expectations
Work with various teams to drive testing, implementation, and delivery of capabilities and services

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience preferred
4–5 years’ experience in technology / digital products
Experience eliciting customer/user requirements
Experience crafting use cases and writing user stories
Experience facilitating requirements-capture sessions with customers, users, internal teams, and business partners
Experience with software systems with a large customer base
Experience with projects having a multi-regional footprint and high impact
Experience with JIRA and XTRAC applications preferred
Experience with configuration, workflow, and BPM (Business Process Management) is a plus
Outstanding project management skills
Ability to prioritize effectively and solve problems analytically
Ability to work independently and collaboratively
Flexibility and adaptability
Strong attention to detail
Understanding of operational objectives and ability to translate them into efficient solutions
Fidelity will not provide immigration sponsorship for this position
Must meet applicable regulatory and criminal-history requirements

Benefits

Comp & perks

Full-time onsite working model transition information
Reasonable accommodations for applicants with disabilities during the application or interview process
Diverse and inclusive workplace
Equal opportunity employer