Deployment Analyst

Job Description:

The Role 

We are seeking a Deployment Analyst, who will blend deep product knowledge and consultation skills, with the ability to execute deliverables within the product deployment phase. You have a passion for empathizing with our clients in defining the opportunities, generating configurable solutions, collaborating with stakeholders, and optimizing product enablement. 

The primary focus areas for a Product Deployment Associate are:  

• Consult: Consult and understand client requirements cultivating configurable account onboarding workflows that boost operational efficiency, ensure seamless processing, and deliver intuitive experiences for both advisors and support teams 

• Deploy: Consistently demonstrate skills, behaviors, and abilities needed to successfully deploy and configure the best onboarding solution. 

• Support: Drive continuous improvement with a customer-obsessed approach by leveraging product expertise, research and best practices to optimize account onboarding experience. 

The Expertise and Skills You Bring 

• Bachelor’s degree required and equivalent career experience preferred. 

• 2+ years of experience in product development, client management, or software deployment; demonstrated strong analytical skills and technical aptitude. 

• Proficiently lead all Product Deployment responsibilities with a focus on product improvements and client adoption efficiency. 

• Keen focus on the end-to-end customer experience; resolve user pain points while working across stakeholders to prioritize solutions. 

• Demonstrate a grow and learn mindset to advance skills and approach work with a constant curiosity to keep current with business and client needs. 

Note: Fidelity is not providing immigration sponsorship for this position.

The Team  

Are you ready to help redefine the future of digital onboarding in wealth management?  Join a dynamic, client-facing team at the forefront of transformation as we deploy Wealthscape Account Onboarding (WAO) for IWMS firms.  As a Deployment Analyst, you will play a pivotal role in delivering a top-priority initiative that replaces paper-heavy processes with seamless, digital experiences, including formless onboarding and Click to Agree signing.  Partner closely with cross-functional experts and the team leader to drive adoption, solve real-world challenges, and make a lasting impact on how our clients do business. 

Certifications:

Category:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.