Job Description:

Job Title: Product & Service Analyst (PSA)Note: Fidelity will not provide immigration sponsorship for this position The Role

This role is ideal for someone who enjoys supporting business development efforts in a fast‑paced, dynamic environment. As a Product & Service Analyst, you will contribute directly to the retention and acquisition of Workplace Investing clients by supporting sales activity across the portfolio.

You will focus primarily on fee benchmarking,blind RFIs/RFPs, and Student Debt analysis, while also supporting additional products and initiatives as needed to win and retain clients and pursuits. The role requires strong analytical, organizational, and collaboration skills to manage multiple priorities and deliver high‑quality outputs that support sales and retention outcomes.

The Expertise and Skills You Bring

• Bachelor’s degree required

• 3–5 years of experience in the financial services industry and/or sales process support

• Defined contribution administration knowledge required; additional product knowledge preferred

• Required licensing: Series 7 and 63 (must be obtained in role)

• Minimal travel required (less than 5%)

• Exceptional attention to detail and accuracy

• Strong sense of ownership and accountability for deliverables

• Proven project management, organization, and prioritization skills

• Excellent written and verbal communication skills

• Ability to thrive in a fast‑paced, deadline‑driven environment

• Strong collaboration and interpersonal skills, with the ability to work effectively with partners at all levels of the organization

• Ability to work independently while contributing to a team‑oriented environment

• Creative problem‑solving skills and continuous improvement mindset

• Analyze sales activity requirements in partnership with deal team members

• Manage processes supporting new and existing sales activities, including data collection, response development, coordination with business partners, meetings, timelines, and deliverables

• Support the development of sales and presentation collateral, particularly for emerging products

• Perform client data analysis to support retention and new sales efforts

• Manage multiple projects simultaneously, prioritizing work to meet client and prospect needs

• Maintain and enhance proposal responses and databases to improve quality, consistency, and efficiency

The Team

The Product & Service Analyst role is part of the **Sales Optimization, Acceleration, and Retention (SOAR)**group within Workplace Investing Sales. The SOAR team partners closely with Retention and Sales Account Executives to support both existing and prospective clients across all market segments.

This team plays a critical role in retaining and winning business by delivering high‑quality sales process support, insights, and analysis across all Workplace Investing products.

The base salary range for this position is $69,000 - $90,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Sales Support