Fidelity Investments Header

Consultant Business Analysis - Health Savings Account Recordkeeping

Merrimack, NH
Full-Time

Job Description

Job Description:

The Role

Customer expectations are constantly evolving, and the Healthcare team at Fidelity is constantly evolving in response. We are seeking a Consultant, Business Analysis to design capabilities across our Healthcare team. As a Business Analysis Consultant, you play a meaningful role on an Agile software development team that obsesses over customer journeys and the technologies that bring them to life!

You are a strategic and critical thinker who will play a vital role in developing new healthcare features on an innovative healthcare platform.

You blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve sophisticated business problems, and executing to deliver and implement solutions to delight customers.

You are energized by the prospect of joining a dynamic, innovative team in a fast-paced environment!

The Team

We work within multi-functional Scrum Agile teams (squads) of technology and business colleagues across the Healthcare, Brokerage, and Workplace Investing Domains to develop and implement product and service features from inception to delivery. Your squad will focus on developing new solutions to recordkeeping challenges and the migration of capabilities from legacy to new platforms while solving for some of our largest customer pain points.

Here are a few ways you'll impact the team:

  • Work closely with the Product Owner (Squad Leader) and development team to build, prioritize, and maintain the product backlog
  • Collaborate with design, business, and technical team members to define requirements and identify dependencies and risks
  • Perform acceptance testing to ensure the team delivers a seamless plan sponsor experience that meets business requirements
  • Support business readiness, deployment, and solution enablement, e.g., demos, training, procedures, and communication
  • Perform production validation including defining use cases, test cases, and test account data setup
  • Apply analytics for continual optimization of the product and business plan

The Expertise and Skills You Bring

  • Bachelor's Degree required
  • 7+ years of demonstrated ability in an analyst, technology, or product role, passionate about digital solutions
  • Experience in a systems analysis (or similar role) is a plus
  • Proven experience working in Agile product execution and delivery involving business, design, and technology teams
  • Experience in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
  • Experience and knowledge of healthcare, HSA and /or benefits administration
  • Dedication to customer needs and frequently delivering high-business-value features
  • Experience using data to find opportunities and drive decision-making; may have conducted user research or competitive analysis
  • Excellent listening, communication (verbal and written), influencing, and presentation skills
  • Self-motivated, problem solver with flexibility to adapt to frequent changes
  • Skilled in MS Word, Excel, PowerPoint, Visio; experienced with Jira or similar Agile backlog management and testing tool; experience with content management systems, querying back-end databases (SQL) and/or interpreting logs is a plus
  • Certified Business Analysis Professional (CBAP) certification or Certified Scrum Product Owner certification preferred

    Note: Fidelity will not provide immigration sponsorship for this position.

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:

Product Management

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.

PDN-9fb12b8e-2559-4e37-b8fd-015fe2fb2cc1

Job Description:

The Role

Customer expectations are constantly evolving, and the Healthcare team at Fidelity is constantly evolving in response. We are seeking a Consultant, Business Analysis to design capabilities across our Healthcare team. As a Business Analysis Consultant, you play a meaningful role on an Agile software development team that obsesses over customer journeys and the technologies that bring them to life!

You are a strategic and critical thinker who will play a vital role in developing new healthcare features on an innovative healthcare platform.

You blend deep experience in health care benefits and product development with a passion for analysis, harnessing technology to solve sophisticated business problems, and executing to deliver and implement solutions to delight customers.

You are energized by the prospect of joining a dynamic, innovative team in a fast-paced environment!

The Team

We work within multi-functional Scrum Agile teams (squads) of technology and business colleagues across the Healthcare, Brokerage, and Workplace Investing Domains to develop and implement product and service features from inception to delivery. Your squad will focus on developing new solutions to recordkeeping challenges and the migration of capabilities from legacy to new platforms while solving for some of our largest customer pain points.

Here are a few ways you'll impact the team:

  • Work closely with the Product Owner (Squad Leader) and development team to build, prioritize, and maintain the product backlog
  • Collaborate with design, business, and technical team members to define requirements and identify dependencies and risks
  • Perform acceptance testing to ensure the team delivers a seamless plan sponsor experience that meets business requirements
  • Support business readiness, deployment, and solution enablement, e.g., demos, training, procedures, and communication
  • Perform production validation including defining use cases, test cases, and test account data setup
  • Apply analytics for continual optimization of the product and business plan

The Expertise and Skills You Bring

  • Bachelor's Degree required
  • 7+ years of demonstrated ability in an analyst, technology, or product role, passionate about digital solutions
  • Experience in a systems analysis (or similar role) is a plus
  • Proven experience working in Agile product execution and delivery involving business, design, and technology teams
  • Experience in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
  • Experience and knowledge of healthcare, HSA and /or benefits administration
  • Dedication to customer needs and frequently delivering high-business-value features
  • Experience using data to find opportunities and drive decision-making; may have conducted user research or competitive analysis
  • Excellent listening, communication (verbal and written), influencing, and presentation skills
  • Self-motivated, problem solver with flexibility to adapt to frequent changes
  • Skilled in MS Word, Excel, PowerPoint, Visio; experienced with Jira or similar Agile backlog management and testing tool; experience with content management systems, querying back-end databases (SQL) and/or interpreting logs is a plus
  • Certified Business Analysis Professional (CBAP) certification or Certified Scrum Product Owner certification preferred

    Note: Fidelity will not provide immigration sponsorship for this position.

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:

Product Management

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.

PDN-9fb12b8e-2559-4e37-b8fd-015fe2fb2cc1

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
 

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

 

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Fidelity Investments
Consultant Business Analysis - Health Savings Account Recordkeeping
Fidelity Investments
Merrimack, NH
Aug 22, 2025
Full-time
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