Job Description:

The Role

The Business Analyst within the Client Experience division supports and executes Entity Change events for advisors operating on the Fidelity RIA platform. This role primarily focuses on Mergers and Acquisitions involving existing advisors or RIAs in the onboarding process. The position also supports ongoing maintenance events, including Name and Ownership Changes.

Key responsibilities include consolidating business structures under the receiving RIA’s internal records and ensuring accurate updates to RIA names and related attributes across the platform. The Business Analyst conducts detailed analyses of each RIA’s business model, operational dependencies, and product configurations, translating requirements into precise, targeted tasks to implement necessary changes.

This role manages events of varying size, complexity, and scope, requiring a strong understanding of Fidelity’s products, services, and operational processes. The Business Analyst partners closely with internal stakeholders to coordinate activities, ensure alignment, and drive timely execution. Adherence to defined procedures is essential, and the individual is expected to develop subject matter expertise in applicable areas.

As a client-facing role, this position plays a critical role in delivering a seamless experience and has a significant impact on overall client satisfaction within the RIA space.

The Expertise and Skills You Bring

• Bachelor’s Degree or Commensurate Work Experience

• Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)

• Client facing service experience required

• Must possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues

• Ability to work in a team environment

• Excellent verbal and written communication skills

• Highly motivated, self-directed and an independent problem solver

• Flexible/adaptive to change

• Obsessed with delivering a superior client experience to our financial intermediary client base

The Team

 

The Business Analyst team consists of Fidelity associates whose main responsibility is to consult regularly with Advisors to integrate their business relationship under one firm record. The team is part of a larger group, Client Conversion Services (CCS) which falls under the Client Experience division within the Fidelity Wealth division. Associates within Client Experience are responsible for most of the client’s interactions with Fidelity and is therefore primarily responsible for the client experience with the Fidelity brand.

• Obsessed with delivering a superior client experience to our financial intermediary client base

 

The base salary range for this position is $66,000-125,000 USD per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.

Most 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 consult with your recruiter for the specific expectations for this position.

Certifications:

Category:

Client Service