Consultant, Business AnalystTax Exempt Market (TEM)
Not Disclosed•Full-TimeOn-site
location_on1, Brayton Road, Smithfield, Providence County, Rhode Island, 02917, United States
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
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.