Manager, Business Analysis Wealth Client Experience
Job Location:
Jersey, NJ - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
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 RIAs internal records and ensuring accurate updates to RIA names and related attributes across the platform. The Business Analyst conducts detailed analyses of each RIAs 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 Fidelitys 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
Bachelors 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 clients 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 $ USD per year.
Placement in the range will vary based on job responsibilities and scope geographic location candidates 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.
Please be advised that Fidelitys 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.
Certifications:
Category:
Client ServiceRequired Experience:
Manager
About Company
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