Job Description:

　　Do you want to make a difference and be part of a highly collaborative, cross-functional product area committed to increasing adoption of Salesforce for Institutional Wealth Management Services (IWMS) and Fidelity Institutional (FI) user groups? IWMS uses the Salesforce platform as its Client Relationship Management (CRM) tool and as a key driver of the associate experience for sales, relationship management, consulting & client service teams. IWMS considers Salesforce a key strategic asset & capability.

　　As a CRM Business Architect, you will bring expertise on the Salesforce ecosystem and connect that to strategic business initiatives requiring CRM capabilities. You will partner with business leaders and communicate their business vision, purpose, and objective to squad leaders and technology partners within and outside the CRM product area. You will own the process by building user journeys, capability mapping and collaborating with squad leaders for delivery. By acting as the main interface between end users, CRM squad members, partner domains and the technology organization, you will use your skills to influence a matrixed project team!

　　There are three primary principles of being an effective Business Architect:

　　Strategy: Identifying the problem or the "why" and aligning it to the missionExecution: What business capabilities are needed and how best to bring to bear the best of the Salesforce platformBusiness Readiness: How do you drive new Salesforce capabilities to launch and ensure ongoing adoption and user engagement

　　The Team

　　The CRM Enablement product area sits in the Fund and Brokerage Operations and Technology (FBOT) organization supporting CRM users in Institutional Wealth Management Services (IWMS) and Fidelity Institutional (FI). The Business Architect role reports into the product area leader and is a shared resource across all CRM squads. This role partners closely with the technical lead and technical architect to build scalable solutions using the Salesforce ecosystem.

　　The Expertise & Skills You Bring

　　Bachelor's degree required10+ years business architecture/ business analysis / product management, ideally working in an Agile Scrum environment, with ability to work across multiple multi-functional teams.3+ years Salesforce platform experienceJira and Jira Align experience preferredProven leadership in various business analysis methodology skills and techniques, including data analysis, use case development, persona mapping, and product documentationBusiness Capability Mapping - Extensive experience in enterprise business capability modeling and analysis - both current and target state - and making recommendations to business partnersAbility to facilitate diverse groups of people to move towards solutions while influencing key decision makers based on analysis findingsExceptional communication & Influence skills

　　The Value You Deliver

　　You will partner with Sales, Relationship Management and Service user groups to document key user journeys and map to Salesforce functionalityYou will ensure IWMS is leveraging the most out of its Salesforce investment by driving new feature adoption and staying on top of new Salesforce releasesYou will partner with squad leaders on complex projects that cross product areas and domains to ensure the work is connected and released effectivelyYou will work with squads to ensure they are leveraging out of the box Salesforce functionality where possible to reduce solution complexity and tech debt

　　Certifications:

　　Company Overview

　　Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

　　Join Us

　　At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

　　At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

　　We invite you to Find Your Fidelity at fidelitycareers.com.

　　Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

　　Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

　　At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.