Systems Analyst

This role offers the opportunity to join a SaaS/cloud-first, innovative, and fast-paced technology team within Fidelity Institutional Technology, supporting FI Distribution Solutions. The team is responsible for the discovery, analysis, and delivery of client experience and servicing applications for intermediary and institutional customers.

In this role, you will play a key part in supporting the ongoing development and enhancement of client servicing capabilities, including within the Salesforce CRM platform, helping to evolve the servicing model and overall client experience.

As a Senior Systems Analyst, you will partner closely with business stakeholders to understand key business drivers and requirements, going beyond simply gathering requirements to fully understand the “why” behind them. You will collaborate with development teams and technology partners to translate these needs into well-defined user stories and scalable system solutions that drive high-quality, timely delivery.

You will contribute to both new and existing technology products, performing in-depth systems analysis to ensure solutions align with business objectives. Through strong collaboration, analysis, and execution, you will help drive delivery outcomes while contributing to continuous improvement across the platform., * Lead collaboration with business stakeholders to gather, analyze, and refine complex business and functional requirements

• Translate business needs into well-defined user stories with clear business value and acceptance criteria
• Partner with Product Managers to shape backlogs, support quarterly planning, and manage delivery priorities
• Facilitate refinement sessions and ensure stories are ready for development using ATDD principles
• Drive alignment across stakeholders on scope, priorities, risks, and dependencies
• Own user story validation and sign-off, ensuring delivered solutions meet requirements and quality standards
• Analyze complex systems, data models, and workflows to recommend scalable solution approaches
• Lead identification and management of risks, dependencies, and trade-offs across initiatives
• Support and influence architectural and design discussions with engineering teams
• Proactively identify opportunities for process, system, and client experience improvements
• Participate in and support end-to-end testing and validation activities, This is an excellent opportunity for a Senior Systems Analyst to influence solution design, partner closely with business and technology stakeholders, and contribute to impactful, client-facing initiatives while driving continuous improvement across systems and processes.

• 4-6 plus years of experience as a System Analyst supporting complex technology solutions
• A bachelor’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, or a closely related field
• Strong experience in requirements analysis, backlog management, and Agile delivery practices
• Understanding of enterprise platforms, including Salesforce (Sales Cloud, Service Cloud, Experience Cloud)
• Proven ability to translate complex business problems into scalable, well-structured solutions
• Strong experience facilitating stakeholder discussions and influencing decisions across teams
• Experience managing product backlogs using tools like JIRA and Confluence
• Strong analytical skills, including data analysis using SQL and understanding of data models
• Ability to understand system architecture and interact effectively with development teams
• Experience leading refinement sessions, defining acceptance criteria, and applying ATDD practices
• Proven ability to manage risks, dependencies, and competing priorities across initiatives
• Strong written and verbal communication skills across technical and non-technical audiences
• Ability to work independently and lead initiatives in a fast-paced environment

Nice-to-Have Skills

• Financial services domain experience (investment or wealth management)
• Experience with tools such as SQL Developer, Insomnia, Kafka, Datadog
• Ability to read code for analysis and troubleshooting
• Familiarity with AI tools and their application in systems analysis
• Salesforce certifications or advanced platform knowledge
• Experience working across global, distributed teams, Agile Programming Methodologies, Analysis Skills, Architectural Services, Artificial Intelligence (AI), Atlassian JIRA, Backlog Prioritization, Business Analysis, Business Growth, Business Support, Cloud Computing, Communication Skills, Computer Science, Continuous Improvement, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Data Analysis, Data Modeling, Delivery Management, Distribution Services, ERISA (Employee Retirement Income Security Act of 1974), Financial Services, Information Technology & Information Systems, Insomnia, Investment Management, Investment Services, Leadership, Microsoft Exchange Server, Multiplatform/Cross-Platform, Order Delivery, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Product Backlog, Product Management, Quality Metrics, Regulations, Requirements Management, Risk Management, SQL (Structured Query Language), Sales, Salesforce.com, Securities, Securities Investments, Software as a Service (SaaS), State Laws and Regulations, System Architecture, Systems Analysis, Systems Scalability, Team Player, Technical Support, Time Management, Validation Testing, Wealth Management, Writing Skills

This team is part of Fidelity’s broader distribution and client service organization, supporting a diverse client base and delivering solutions that enable high-quality service and operational excellence. The organization provides access to Fidelity’s extensive investment capabilities and plays a key role in driving client engagement and business growth., undefined: Fidelity We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Company Size: 10,000 employees or more

Industry: Banking