Sr. Business Analyst
Fidelity Investments
Brokerage Product Business AnalystThe RoleDo you want to be part of a team that transforms the investing experience for its customers? Do you want to define the future of brokerage products and experiences that will surpass our competitors? With the constantly evolving competitive landscape within financial services, the rise in mobile investing and Fintech disruptors, there is constant demand for strategic problem solvers with analytical skills to drive new initiatives. Come join a world-class brokerage team to inform the creation of the best customer experiences and go-to-market strategies in the Financial Services industry.Candidates must be able to leverage data to inform decisions, synthesize and clearly communicate insights, and apply a customer-first mindset with ownership, curiosity, and a commitment to continuous learning to deliver impactful results.As a Brokerage Product Business Analyst, you will draw on deep expertise in Brokerage products and experiences, as well as a familiarity with customer needs and sentiment. You will support delivery of Brokerage products and experiences by:Partnering with Product, User Experience, Technology, Operations, and Analytics teams to deliver digital brokerage solutions that improve customer experiences and drive business outcomes.Translating business needs and insights into clear requirements, user stories, acceptance criteria, and prioritized backlogs that enable efficient delivery.Using data, customer feedback, and business trends to identify opportunities, prioritize enhancements, and support data-driven decision-making.Conducting testing and validation activities to ensure solutions meet requirements and deliver the intended customer and business outcomes.Supporting product launches through readiness activities, content reviews, communications, and educational materials that promote successful adoption.Monitoring product performance, measure outcomes, and provide ongoing production support, using insights and learnings to drive continuous improvement.Leverage and refine AI skills and tools to streamline and perform daily tasks.The Expertise & Skills You BringBachelor's degree and experience in financial services, brokerage, or investing.Strong knowledge of brokerage products, customer needs, and digital experiences.Series 7 requiredExperience gathering requirements, writing user stories, supporting testing, and delivering digital solutions.Strong analytical skills with the ability to use data and business insights to identify opportunities, solve problems, and measure outcomes.Familiarity with AI tools and emerging AI capabilities, with the ability to apply them to improve business outcomes.Effective communications skills, collaborating well across teams, escalating progress and blockers influences decisions through clear recommendations and insights.Self-motivated, customer-focused, and comfortable working independently and in ambiguity.Demonstrated ability to drive continuous improvement and deliver meaningful customer and business outcomes.The TeamThe mission of the Digital Brokerage Team is to provide an outstanding digital experience, investment tools, brokerage operational support, marketing activities, and other services to our self-directed investors. You will learn about the current Fidelity experience and investor behaviors at every touch point to share ideas with contacts to improve the customer experience.Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Series 07 - FINRACategory:Product ManagementPlease be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
- Senior Business AnalystThe Senior Business Analyst will play a critical role in supporting the Enterprise E-Delivery (EEP) Program, focused on transitioning letters and forms from paper-based processes to digital delivery solutions. This individual will partner closely...Senior
- Sr. Business AnalystPerfict Global is a leading IT consulting services provider focused on providing innovative and successful business workforce... ...requirements repository tools like confluence, JIRA, top team analyst, modern requirements.Waterfall or Agile (they are hybrid)...SeniorShift work
- ...Financial Aid offices\n•\tExperience documenting and reverse-engineering custom automated business processes Job Description Insight Global is seeking a Sr. Business Systems Analyst III to support a major higher education client within their PeopleSoft Campus...SeniorWork at office
- ...GENERAL FUNCTION: Helps to identify and define systems and business line needs and requirements. Coordinates development and... ...not available for immigration sponsorship. Senior Business Analyst At Fifth Third, we understand the importance of recognizing...Senior
- ...Our client, a leading organization in the insurance and contact center industry, is seeking a Senior Business Analyst to join their team. As a Senior Business Analyst, you will be part of the Business Analysis supporting the Life Insurance Contact Center team. The ideal...SeniorWeekly payTemporary workLocal areaFlexible hours
- ...Senior Business Analyst Covington, KY Type: Contract Category: Data Industry: Financial Services Standard Hours: Open Reference ID: JN -072026-107789 Date Posted: 09/05/2026 Shortcut: Description Recommended Jobs Description:...SeniorHourly payContract workLocal area
$95k - $115k
...) Bachelor's degree in a related field Job Description A client in the Cincinnati market is looking for a Sr BA to join their PMO. The Senior Business Analyst will play a critical role in supporting the implementation of a new Underwriting/New Business Workbench for...SeniorFull timeShift work- Comtech is a woman-owned small business founded in 1998 and headquartered in Reston, VA. We offer IT solutions across the disciplines of program/project management, applications development, infrastructure, Cyber security, and enterprise content/data management services...Senior
- ...designation reserved for a select group of organizations that go above and beyond in building exceptional workplace cultures. The Business Applications Analyst will serve as a key techno-functional lead for the Hollow Metal Door Strategic Business Unit (SBU) at Allegion. This...SeniorTemporary workH1bRemote workFlexible hours
- ...Provide support and be involved in development of various business initiatives with limited supervision. Role will require custom reporting for operational business analytics utilizing Power BI, Excel, and Tableau. Must develop a strong comprehension of operational business...Work at officeLocal area
- ...a team providing essential services to millions of residents, businesses, and neighborhoods. You will enjoy competitive pay and comprehensive... ...and your family. Come join our team! The Senior Business Analyst - Finance & Accounting will be responsible for working with...SeniorContract workLocal areaFlexible hoursNight shift
- ...Business AnalystA large financial organization is seeking a Business Analyst that will sit onsite in Cincinnati Ohio for a contract role. This individual will be joining a project to help with a recent merger, and assisting with the migration activities. You will help...Contract work
- ...American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best....Full timePart timeSeasonal workWork at officeRemote workNight shiftWeekend work
- ...Business Strategy Optimization AnalystMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready... ...Credit Card, and Mortgage).The Business Strategy Optimization Analyst uses various analytical frameworks and modeling techniques (including...
$90 - $100 per hour
...Job Title: Business Analyst V Location: (Cincinnati, OH) Duration: Contract - 6 months Pay Range: $90/hr - $100/hr (W2) Job ID: 409647 About BCforward BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 50...Contract work- ...TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Business Analyst to work in Westlake, TX! The Role As a Senior Business Analyst, you blend deep experience in health care benefits...Full timeTemporary workWork experience placement
- Software Guidance & Assistance, Inc., (SGA), is searching for a Business Analyst for a contract position with one of our premier banking clients in Cincinnati, OH - hybrid schedule Seeking an experienced Business Analyst to lead the Vulnerability and Patch Automation...Contract work
- RESPONSIBILITIES: Kforce has a client that is seeking a Business Analyst in Covington, KY Duties Include: * Working in a Scrum Agile environment to deliver software * Leading and conducting business analyses to formulate and make recommendations * Identifying...Hourly payContract workWork experience placement
- ...Description: On-site in Cincinnati, OH Our client seeks a Business Analyst to lead a Vulnerability and Patch Automation Initiative. The role drives the vision, roadmap, and execution of enterprise efforts to accelerate vulnerability remediation, automate patch...Hourly payLocal area
$120k - $130k
...teams involved in product development. Epicor experience required 5+ years’ of experience working as a Product Owner, Senior Business Analyst, or Process Improvement. Experience in all aspects of supply chain management using ERP and finance systems including support...Full timeWork at office3 days per week- Cincinnati, OH (Cincinnati area) Hybrid We’re looking for a curious, analytical, and detail-oriented Junior Business Analyst to join our Technology team. This is a great opportunity for someone early in their career—or someone currently working in business, marketing,...Local area
- Join to apply for the QAD Global Business Analyst role at Crane Company 3 days ago Be among the first 25 applicants Join to apply for the QAD... ...OH $120,000.00-$150,000.00 2 days ago Finance Transformation Sr. Business Analyst - Accounting Systems Erlanger, KY $92,800.00...Full time
- - The Business Analyst is a critical member of the Program Data Analytics team, responsible for partnering with Program Directors and stakeholders to ensure effective Program management and continuity. This role is central to translating business requirements into actionable...Temporary workLocal areaFlexible hours
- # Business Analyst VApply**Job#: 3051499****Job Description:****Title: Business Analyst V****Location: Cincinnati, Ohio (Onsite)****Duration: 6+ Months**Role OverviewAn experienced Business Analyst is sought to lead a Vulnerability and Patch Automation Initiative. This...Hourly payContract work
- Title:- Business Analyst Position Overview We are seeking a senior technology Business Analyst / Product Leader to drive an enterprise Vulnerability and Patch Automation Initiative within a large financial-services environment. This role sits at the intersection of cybersecurity...
- ...Kforce has a client that is seeking a Business Analyst in Covington, KY Duties Include: ~ Working in a Scrum Agile environment to deliver software ~ Leading and conducting business analyses to formulate and make recommendations ~ Identifying and defining solutions...Temporary workWork experience placement
- Business AnalystLocation: WFH US OH CincinnatiWe are seeking a skilled Business Analyst with a strong background in UIPath to join our dynamic team. The ideal candidate will have 5-7 years of experience in business analysis, with a proven track record of leveraging automation...Work from home
- Business AnalystLocation: Cincinnati, OH, 45202Duration: 6 Months (Potential Extension)Shift... ...and performs well in the Senior Business Analyst role with teams.Has the ability to... ...period Works under limited supervision of Sr. / Lead business analysts Should have prior...Part timeShift work
- Sr. Business Analyst With HealthcareLocation: Cincinnati, OhioDuration: 12+ MonthsRequirement gathering and documentation, coordinating with stakeholders to gather and validate requirements, work with project team to clarify requirementsInterview Process: No face to face...
- Purple DriveBusiness Analyst Share Contractual Cincinnati, OHRole Description:Analyze current business processes, systems, and data to find inefficiencies and recommend solutions, which can be new products, services, workflows, or software.Requirements Gathering. Elicit...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr. Business Analyst. Be the first to apply!
- business analyst law firm Covington, KY
- public sector business analyst Covington, KY
- records management analyst Covington, KY
- management analyst Covington, KY
- senior business analyst contract Covington, KY
- fiserv business analyst Covington, KY
- configuration management analyst Covington, KY
- business analyst healthcare Covington, KY
- business development analyst Covington, KY
- deloitte business technology analyst Covington, KY


