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Fidelity Investments

Principal Business Analyst, Digital Solutions (Personalization)

Posted 17 Days Ago
2 Locations
Senior level
2 Locations
Senior level
The Principal Business Analyst (Digital Solutions) will collaborate with teams to deliver AI/ML models for personalized customer experiences, analyze customer data for insights, and foster innovation in financial services.
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Job Description:

The Role

As Digital Solutions analysts, we partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences.

As a Principal Analyst, you will:

  • Collaborate with and build relationships across multi-functional teams, including analytics, artificial intelligence, technology, product, and marketing teams, to ensure successful delivery of new initiatives and continuous measurement of outcomes.
  • Support delivering initiatives, including AI/ML models, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.
  • Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.
  • Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.
  • Stay updated with industry trends in customer experience and personalization.

Expertise and Skills

  • Bachelor’s degree or equivalent in computer science, data science, mathematics, or a similar field.
  • Experience working with related teams, preferably within the financial services industry.
  • Excellent problem-solving skills and attention to detail.
  • Ability to communicate and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.
  • Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.
  • Exposure to artificial intelligence / machine learning techniques is a plus.

The Team

As Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.

This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.

As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.

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

Certifications:

Category:Business Analytics and Insights

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.

Top Skills

Artificial Intelligence
Machine Learning
HQ

Fidelity Investments Boston, Massachusetts, USA Office

245 Summer St, Boston, MA, United States, 02210

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