Senior Manager, Product Development Analyst, Wealth Product – Investment Performance

skillventory - A Leading Talent Research Firm

Business Analyst at Fidelity supporting the development of customer-centric wealth management solutions. Analyzing information and collaborating with diverse teams to enhance client engagement.

Posted 6/16/2026full-timeBoston • Massachusetts, New Hampshire • 🇺🇸 United StatesSenior💰 $89,000 - $180,000 per yearWebsite

About the role

Key responsibilities & impact

Support the development of customer-centric solutions that enhance how clients engage with our Wealth Management offerings
Collect and analyze information across a diverse set of individuals and teams, clearly articulating the full story across multiple workstreams
Enable work across a broad group of partners to ensure experiences delivered are cohesive within overall wealth planning
Develop business analysis expertise and experience opportunities for leadership growth with the Wealth Organization

Requirements

What you’ll need

Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience
MBA, FINRA licenses or related designations a plus
Solid understanding of investment products, including managed accounts, the financial planning process and advisory solutions
Proven experience analyzing complex customer and business requirements; anticipating operational risks, regulatory considerations and user experience challenges
Ability to work independently to assimilate new information, form conclusions and clearly communicate ideas and solutions
Experience gathering and documenting detailed business requirements, collaborating with cross-functional partners including product, design and development teams
Ability to define and support end-to-end testing and validation approaches to ensure high-quality customer and business outcomes
Adept at facilitating discussions with key business partners, ensuring productive dialogue, and influencing critical decisions

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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Hard Skills & Tools

business analysisinvestment productsfinancial planningadvisory solutionsend-to-end testingrequirements gatheringoperational risk analysisuser experience analysis

Soft Skills

communicationcollaborationindependent workfacilitationinfluencing decisions

Certifications

Bachelor's degreeMBAFINRA licenses