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The Team Stock Plan Services Technology designs, develops, implements, and supports stock plan products and features. Stock Plan Services (SPS) is an equity compensation services division of Fidelity Investments. We are seeking a dynamic and experienced individual with a proven track record of collaborating with business partners, understanding business requirements, translating business requirements into system requirements, and making recommendations regarding system functionality. This individual will work closely with squad leads, business analysts, architects, technology leads, and agile teams to ensure successful delivery of program milestones and adherence of the deliverables to the product roadmaps. The Expertise You Have <ul> <li>Bachelor’s degree in Computer Science, Information Systems, or a related field (preferred). </li><li>6+ years of experience in systems analysis, with a strong background in software solutions definition and development. </li><li>Demonstrated expertise in systems development methodologies and formal documentation processes. </li><li>Proven ability to deliver on complex technology projects </li><li>Strong understanding of the technology and software architecture of applications, focus on mainframe systems </li><li>Willingness to dive into code for analysis and support purposes. </li><li>Agile/Scrum experience (required). </li><li>Ability to work with multiple stakeholders across various business units. </li><li>Experience in the Financial Services sector (preferred). </li><li>Understanding of domain-driven design and RESTful APIs. </li><li>Knowledge of cloud platforms (ASB, AMQ) </li><li>Java / Spring </li><li>Excellent communication and documentation skills. </li></ul> The Skills You Bring <ul> <li>Technical problem solver adept at navigating complex and fast-paced environments. </li><li>Proactive with a strong desire to learn and contribute to a high-performing team. </li><li>Ability to multi-task effectively and resolve issues promptly. </li><li>Strong analytical, facilitation, and communication skills, including written, verbal, and technology illustrations. </li><li>Capacity to quickly understand and integrate new technologies. </li><li>Skilled in articulating business problems/requirements in technology terms. </li><li>Outstanding collaborator and consensus builder. </li><li>Innovative thinker who is comfortable embracing change. </li><li>Strong understanding of the software lifecycle. </li></ul> The Value You Deliver <ul> <li>Collaborate with partners, technology leads, and agile teams. </li><li>Partner with other SPS program teams to identify program inter-dependencies, overlaps, and re-use opportunities. </li><li>Participate in backlog refinement sessions. </li><li>Translate complex business needs into clear, actionable requirements. </li><li>Research and evaluate alternative solutions. </li><li>Define the scope of problems/issues in terms of business and/or system requirements and processes. </li><li>Evaluate the design of existing and in-development systems to assess their functionality, dependability, and maintainability. </li><li>Collaborate with Agile team members to develop comprehensive and cohesive solution approaches. </li><li>Ensure complete acceptance test criteria are provided for all system requirements. </li><li>Produce and/or maintain system feature design documentation and user training materials. </li></ul>

Fidelity TalentSource

Principal Systems Analyst

<h3>Business Analyst, Customer Solutions</h3> Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions? As a Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter[Squad name, Product area], you will be a member of an Agile squad responsible for crafting an engaging experience for our clients. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) responsible for delivering specific business goals. In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and positive relationship building. As a Business Analyst, you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team. <h3>The Expertise and Skills You Bring</h3> <ul> <li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements </li><li>Experience with workflow design, data analysis, data visualization, and impact analysis </li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available) </li><li>Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables </li><li>Participate and/or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives </li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases. </li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner </li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information with key stakeholders such as Subject Matter Experts, and Business Partners </li><li>3-5 years transferable experience </li><li>Bachelor’s degree preferred </li></ul> <h3>The Team</h3> WI Customer Solutions provides the WI Agile organization with business analysts and consultants that are responsible for helping the business achieve results. WI's mission is to help employers attract and retain talent by helping them create a successful benefits program that improves their employees' overall well-being. Benefits programs include solutions such as 401k plans, pension plans, employee stock plans, student debt assistance, digital websites and apps, workshops, and communication programs.

Business Analyst

<h3>Job Description:</h3>Education Consultant I Candidate ideally with reside in the Greenville, SC area to be considered for the opportunity. Will consider other locations nationally for qualified candidates. The Role As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you’re a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include: <ul><li>Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion. </li><li>Present and communicate to our plan participants in various mediums and timeframes – 30/60 min webinars/workshops, onsite &amp; virtual, help desk style benefits fairs, and on demand recordings. </li><li>Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience. </li><li>Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records. </li><li>Strict adherence to business unit compliance requirements. </li><li>An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel &amp; expense policy. </li><li>Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours. </li><li>Conduct triage 1 on 1 appointments with Plan Participants – triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution. </li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s degree preferred and least 3 years of financial services experience </li><li>Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire </li><li>Customer facing experience </li><li>Demonstrated familiarity with Financial Planning Concepts </li><li>Presentation experience preferred </li><li>Demonstrated ability to independently problem solve/prepare for new challenges </li><li>Willingness to build professional, persuasive presentations with a clear call to action </li><li>Ability to achieve proficiency in fundamental workshop topics across Corporate &amp; TEM </li></ul><ul><li>Ability to conduct onsite &amp; virtual workshops (75% travel) </li><li>Bi-lingual/multi-language speaker a plus </li></ul>The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. <ul><li>Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. </li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. </li><li>Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life. </li></ul>Joining WEPA means that you will: <ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors </li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants </li><li>WIN on behalf of our clients, our participants and Fidelity </li></ul>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “<a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>, or by calling 800-835-5099, prompt 2, option 3. We invite you to Find Your Fidelity at fidelitycareers.com.Salary Grade: 6<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>CommunicationMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please 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.

Fidelity Investments

Education Consultant I - Greeneville, SC

As a Senior Business Analyst, you will join a team of passionate Health &amp; Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. Your interactions with the team will model Fidelity leadership principles to sustain an agile innovative culture and build a positive environment for your squad. The Expertise and Skills <ul> <li>Education </li><li>BS or BA Required </li></ul> <li>Experience: </li><li>5 – 7 years of Business Analysis experience required </li><li>At least 5 years of direct experience with Health &amp; Welfare Annual Enrollment </li><li>5 – 7 of experience in Health &amp; Welfare benefits outsourcing with exposure to flexible benefits, benefits outsourcing record keeping system configuration and implementation </li><li>The ability to critically analyze complex business requirements/product issues </li><li>Proven understanding of Fidelity’s end to end business process life cycle, data process flows, and plan level provisions is desired </li><li>Proficient understanding of core product mechanics, record keeping systems and regulatory environment </li><li>Critical thinking skills and initiative; ability to think across Agile Squads and product categories </li><li>Ability to function at a high level in an exciting Agile work environment </li><li>Strong technical skills and an ability to apply them in an analytical process </li><li>Strong organizational skills to define and meet deadlines within an Agile squad structure </li><li>Advanced skills in MS Word, MS Excel, and MS Access The Value You Deliver <ul> <li>Partner with the Client delivery Portfolio Manager and Healthcare Program Managers to understand the goals and the work for each sprint </li></ul> <ul> <li>Define and analyze complex client requirement changes for Annual Enrollment and Ongoing Projects </li><li>Perform complex data analysis and reporting for effective client decisions </li><li>Proactively Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design </li><li>Assist with defining test scenarios for Systems Acceptance Testing and support Business Acceptance testing activities </li><li>Perform root cause analysis when issues arise before and after code migrations </li><li>Assist with training, mentoring and coaching new associates. </li><li>Committed to Agile values, pillars, and priorities to fortify your Agile squad </li></ul> </li>

<h3>Business Analyst, Customer Solutions</h3> Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions? As a Business Analyst in Customer Solutions Chapter, you will be a member of an Agile squad “Ideators” responsible for crafting an engaging experience for our clients in our Client Reporting &amp; Analytic product area. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) responsible for delivering specific business goals. In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and positive relationship building. you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team! <h3>The Expertise and Skills You Bring</h3> <ul> <li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements </li><li>Experience with workflow design, data analysis, data visualization, and impact analysis </li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available) </li><li>Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables </li><li>Participate and/or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives </li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases. </li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner </li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information with key stakeholders such as Subject Matter Experts, and Business Partners </li><li>3-5 years transferable experience </li><li>Bachelor’s degree preferred </li></ul> <h3>The Team</h3> WI Customer Solutions provides the WI Agile organization with business analysts and consultants that are responsible for helping the business achieve results. WI's mission is to help employers attract and retain talent by helping them create a successful benefits program that improves their employees' overall well-being. Benefits programs include solutions such as 401k plans, pension plans, employee stock plans, student debt assistance, digital websites and apps, workshops, and communication programs.

5 Marketing / Communications / PR Jobs in Merrimack, NH, USA