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  1. Home
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  5. Consultant, Business AnalystTax Exempt Market (TEM)
Fidelity Investments logo

Consultant, Business AnalystTax Exempt Market (TEM)

Not Disclosed•Full-TimeOn-site

location_on1, Brayton Road, Smithfield, Providence County, Rhode Island, 02917, United States

Apply Now

About the Team

Our mission is to serve those who serve others. The Tax Exempt Market (TEM) supports mission-driven institutions—including major healthcare systems, colleges, and universities—by delivering retirement plan services that improve financial well-being.

In this role, you will work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support critical product capabilities across the TEM ecosystem.

About the Role

As a Consultant, Business Analyst, you will play a critical role in driving complex product initiatives forward within the TEM Product Area. This role operates as a senior individual contributor with high autonomy, responsible for leading end-to-end business analysis across multi-team epics and sub-initiatives.

You will translate complex business needs into clear, actionable requirements and partner closely across Product, Distribution, Technology, and Operations. While you are not expected to perform technical implementation, you must be highly systems- and data-literate to guide delivery and influence decisions. Your work involves leading complex epics from discovery through go-live, ensuring clarity, momentum, and execution excellence while creating clear artifacts that bring transparency to a high-volume, complex body of work.

Application Instructions

Please note: We are unable to provide visa sponsorship for this role.

Equal Opportunity & Compliance

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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Work location

Work model: On-site

location_on

1, Brayton Road, Smithfield, Providence County, Rhode Island, 02917, United States

Smithfield, Rhode Island

Key Responsibilities

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Frequently asked questions about Consultant, Business AnalystTax Exempt Market (TEM) at Fidelity Investments

What does a Consultant, Business AnalystTax Exempt Market (TEM) at Fidelity Investments do?expand_more
In this Consultant, Business AnalystTax Exempt Market (TEM) at Fidelity Investments role, you will translate complex business needs into clear, actionable requirements; ensure operational readiness and continuously improve processes by adopting proven practices; facilitate working sessions to synthesize diverse inputs and guide teams toward clear decisions; and define current and future states to deliver high-quality user stories and acceptance criteria.
What are the requirements for this Consultant, Business AnalystTax Exempt Market (TEM) role?expand_more
To qualify for the Consultant, Business AnalystTax Exempt Market (TEM) at Fidelity Investments position, applicants should have: 7+ years of experience in business analysis; Experience in financial services, technology, or regulated environments; Strong written and verbal communication skills; Ability to work across the organization; Experience leading epics or large initiatives in Agile environments; and Work authorization (no visa sponsorship provided).
Where is the Consultant, Business AnalystTax Exempt Market (TEM) role at Fidelity Investments located?expand_more
Consultant, Business AnalystTax Exempt Market (TEM) at Fidelity Investments is based in 1, Brayton Road, Smithfield, Providence County, Rhode Island, 02917, United States. This is a on-site role.
Is this Consultant, Business AnalystTax Exempt Market (TEM) job remote, hybrid, or on-site?
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Job seekers
Browse jobsCompanies hiringRemote jobsJobs by location
check_circle
Translate complex business needs into clear, actionable requirements
  • check_circleEnsure operational readiness and continuously improve processes by adopting proven practices
  • check_circleFacilitate working sessions to synthesize diverse inputs and guide teams toward clear decisions
  • check_circleDefine current and future states to deliver high-quality user stories and acceptance criteria
  • check_circleLead epics and stories across squads to ensure value-based prioritization and consistent delivery
  • check_circleCreate and maintain clear artifacts such as initiative mapping, requirements, and workflows
  • check_circleLead complex epics from discovery through go-live to ensure execution excellence
  • check_circleLead end-to-end business analysis across multi-team epics and sub-initiatives
  • Requirements

    • verified7+ years of experience in business analysis
    • verifiedExperience in financial services, technology, or regulated environments
    • verifiedStrong written and verbal communication skills
    • verifiedAbility to work across the organization
    • verifiedExperience leading epics or large initiatives in Agile environments
    • verifiedWork authorization (no visa sponsorship provided)
    Fidelity Investments logo
    Company

    Fidelity Investments

    Industry

    it

    View company profilearrow_forwardlanguageWebsite
    Quick Overview

    Experience

    7+ yrs (Senior)

    Job Type

    Full-Time

    Skills Required

    AgileBusiness AnalysisProduct DevelopmentFinancial Services
    Not Disclosed
    arrow_forward
    expand_more
    Fidelity Investments has listed this Consultant, Business AnalystTax Exempt Market (TEM) role as on-site.
    How much experience is required for this Consultant, Business AnalystTax Exempt Market (TEM) role?expand_more
    Consultant, Business AnalystTax Exempt Market (TEM) at Fidelity Investments typically requires 7+ years of relevant experience at the senior level.
    What skills do you need for the Consultant, Business AnalystTax Exempt Market (TEM) role at Fidelity Investments?expand_more
    Key skills for Consultant, Business AnalystTax Exempt Market (TEM) at Fidelity Investments include Agile; Business Analysis; Product Development; and Financial Services.
    What category does the Consultant, Business AnalystTax Exempt Market (TEM) role belong to?expand_more
    Consultant, Business AnalystTax Exempt Market (TEM) at Fidelity Investments is part of the it job category on Recrutus.
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