Principal Business Process Analyst, Brokerage Service Operations

skillventory - A Leading Talent Research Firm

full-time

Posted on: 8/14/2025

Origin: • 🇺🇸 United States • Kentucky, Massachusetts, Rhode Island

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About the role

The Role As a member of the Digital Transformational Product Area, you will be assessing the drivers of inbound paper to Brokerage and Wealth. This includes forms, letters, checks, and returned mail. Through use of a data-driven approach to identify sources of friction and perform root-cause analysis you will use insights to produce detailed initiatives to drive reductions. Working with product squads you will partner to build impactful solutions to deliver results. This role also requires continuing to watch for trends and validating the efficacy of ongoing initiatives. Also, working in close collaboration with our Workplace Investing and Fidelity Institutional partners will be beneficial to achieving success. The Team Digital Solutions Chapter members are passionate about bringing together people, process, and technology to serve our growing customer base. Chapter members share a set of core product management and analytical skills, along with differentiating skills that are suited to the squad to which they are aligned. This role is aligned to a squad within the Digital Channels Product Area, which manages and maintains the user experience, technology stack, and product lifecycle of our Web and Mobile customer experiences. As a member of the Digital Solutions team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact

Highly motivated and upbeat approach to analyzing operational challenges\n
5+ years of work experience as an analyst in a business intelligence environment\n
An affinity for technology and stay up to date on industry innovations\n
Strong storytelling skills, conveying the vision and impact of digital solutions using data and visualization\n
The ability to work independently while being an excellent teammate that cultivates strong internal relationships\n
The optimal candidate demonstrates the ability to build and champion cross-business unit working relationships in the areas of operations, product, and technology.\n
This requires a strong relationship with our data and analytics partners (e.g., Inbound Capture Services, Treasury, AACI) to measure and assess sources of paper in our intake channels.\n
Routinely, the formulation of hypotheses on what is driving paper volumes and validating them through the application of excellent analytical, problem solving, written and oral communication skills will be needed.\n
To accelerate the work, excellent organization, knowledge of XTRAC, intermediate to sophisticated experience with Excel and business intelligence tools will be necessary.\n
Additionally, preparing and presenting updates with compelling insights on paper initiatives to senior leaders, along with skills to influence leaders at all levels will be vital!