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Health and Welfare Business Analyst - Implementations

Fidelity Investments

Health and Welfare Business Analyst - Implementations

full-timePosted: Aug 21, 2026Updated: Sep 2, 2026Covington KY, 100 Crosby Pkwy

Job Description

Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The RoleThe Senior Business Analyst (BA) will utilize their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity. You will join a team of passionate Health and Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support for client advised projects to ensure that the systems are functioning according to the detailed business requirements. The Health and Welfare Business Analyst is a key member of the Health and Welfare (HW) Center of Excellence Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health and Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health and Welfare benefits administration landscape. Expertise and Skills you BringBachelor’s degree or equivalent years of industry experience3 plus years of Health and Welfare benefits service experience with anUnderstanding of benefits administration systemPrior client implementation and\or platform migration experience a plusProficient with Microsoft Office applications - medium Excel knowledge including VLOOKUP experience.Ability to independently manage one’s own workloadThe ability to critically analyze complex business requirements/product issuesRegulatory and legislative knowledge in aligned service areaDemonstrates excellent communication skills (written and verbal)Ability to conduct analysis and document findingsProcedure execution and process improvementAlign, plan, and execute new product capability delivery with in-flight implementation while driving/ supporting execution of key activities (example: data conversion load).Participate in validation and/or testing efforts to ensure results meet the client and/or product offering requirementsPartnering with the Director- Client HealthCare Consulting to define client specific configurable variations to support a client plan and/or administrative requirementsPerforming root cause analysis to determine gaps or trends for continuous improvement opportunitiesSubmitting requests and/or assisting with translation of business requirements to technology partners, as applicableCreating training material and reference material for participant servicesAssisting and coaching the broader virtual teamEngaging in and/or leading ongoing courses to support continued personal developmentReview client provided documents and the Information Requirements Checklist (IRC) and/or Plan Administration Manual (PAM)/Status Change Matrix (SCM) and complete the Client Requirements Tool with the clients plan rulesDocument gaps for the Client HealthCare Consultant to follow up onProvide support to Client HealthCare Consultant on Requirements Workshop callThe TeamFidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health and Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals. Fidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Category:Client ServicePlease 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.

Locations

  • Covington KY, 100 Crosby Pkwy

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