Product & Service Analyst – Defined Contribution, Student Debt

skillventory - A Leading Talent Research Firm

Product & Service Analyst for Fidelity, focusing on client retention and acquisition in Workplace Investing. Supporting sales through analysis and management of sales processes in a dynamic environment.

Posted 4/24/2026full-timeColorado, Kentucky, New Hampshire, Rhode Island, Texas • 🇺🇸 United StatesEntry Level💰 $69,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Contribute directly to the retention and acquisition of Workplace Investing clients by supporting sales activity across the portfolio
Focus primarily on fee benchmarking, blind RFIs/RFPs, and Student Debt analysis
Support additional products and initiatives as needed to win and retain clients and pursuits
Analyze sales activity requirements in partnership with deal team members
Manage processes supporting new and existing sales activities, including data collection, response development, coordination with business partners, meetings, timelines, and deliverables
Support the development of sales and presentation collateral, particularly for emerging products
Perform client data analysis to support retention and new sales efforts
Manage multiple projects simultaneously, prioritizing work to meet client and prospect needs
Maintain and enhance proposal responses and databases to improve quality, consistency, and efficiency

Requirements

What you’ll need

Bachelor’s degree required
3–5 years of experience in the financial services industry and/or sales process support
Defined contribution administration knowledge required; additional product knowledge preferred
Required licensing: Series 7 and 63 (must be obtained in role)
Exceptional attention to detail and accuracy
Strong sense of ownership and accountability for deliverables
Proven project management, organization, and prioritization skills
Excellent written and verbal communication skills
Ability to thrive in a fast‑paced, deadline‑driven environment
Strong collaboration and interpersonal skills, with the ability to work effectively with partners at all levels of the organization
Creative problem‑solving skills and continuous improvement mindset

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

fee benchmarkingblind RFIsblind RFPsStudent Debt analysisdata collectionresponse developmentproposal responsesclient data analysisproject managementdefined contribution administration

Soft Skills

attention to detailaccountabilityorganizationprioritizationwritten communicationverbal communicationcollaborationinterpersonal skillsproblem-solvingcontinuous improvement

Certifications

Bachelor's degreeSeries 7Series 63