Apr 25, 2025
Fidelity Investments
Job Description: The Role A Business Analyst within the Client Experience division is responsible for facilitating Entity Change events. The Business Analyst scope is internal events defined as existing advisors or one of the parties onboarded onto the Fidelity RIA platform. The main events are defined as Merger and Acquisitions and Name/Ownership changes. Responsibilities include merging the business structure under the Receiving RIA's internal record and updating the RIA name across the platform. This is accomplished by performing a detailed analysis of the RIA's business and operational dependencies and implementing those settings through focused tasks. This role will work on events varying in size, complexity, and scope. The individual will be expected to have a detailed understanding of the various products and services as well as work with internal business partners to coordinate the activities. The Business Analyst will be required to follow...
Professional Diversity Network
Smithfield, RI, USA
Full-Time