Corey Ruthberg
Summary
Results driven Senior Business Analyst with expertise in product management at Fidelity Investments. Proven track record in developing product roadmaps and executing strategic initiatives, enhancing cross functional collaboration. Skilled in A/B testing and KPI tracking, leveraging analytical insights to drive data informed decisions and optimize product performance. Strong communicator with a focus on customer centric solutions.
Overview
10
10
years of professional experience
Work History
Senior Business Analyst - Product Management
Fidelity Investments
New York
04.2021 - Current
- Developed and executed product roadmaps and project plans, establishing timelines for feature releases and aligning cross functional teams across engineering, marketing, and sales.
- Collaborated closely with engineering teams to ensure accurate implementation of feature specifications and alignment with product goals.
- Defined, tracked, and analyzed key product metrics, leveraging customer feedback, usage data, and A/B testing to inform data driven product decisions.
- Communicated progress and insights regularly to senior leadership, ensuring transparency and alignment on product strategy and outcomes.
Relationship Manager
Fidelity Investments
New York
03.2018 - 04.2021
- Advised senior leadership on customer experience improvements, using insights from client interactions and feedback surveys to identify service gaps—paralleling user research and product discovery in customer-centric product development.
- Created detailed financial reports and long-term planning strategies for clients, a process that mirrors defining user requirements, mapping customer journeys, and ensuring solutions align with user goals in wealth management platforms.
- Led internal training sessions on financial regulations and tools, fostering cross-functional alignment and knowledge sharing—skills essential for enabling collaboration between product, compliance, and engineering teams.
- Identified revenue opportunities and cost-saving strategies within client portfolios, applying analytical thinking and strategic insight to uncover value—similar to prioritizing features and optimizing product performance.
Financial Representative
Fidelity Investments
Millburn
07.2015 - 03.2018
- Responded promptly to customer inquiries regarding financial products and services.
- Worked with customers to determine needs, evaluate financial means, and check eligibility for products or services.
- Processed and documented customer account transactions.
Education
Bachelor of Arts -
University of Delaware
Newark, DESkills
- Product management and roadmap development
- Cross-functional collaboration
- Strategic problem solving and critical thinking
- A/B Testing and KPI tracking
- Jira and Agile methodologies
- Use case analysis
- Sprint planning
References
References available upon request.
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
401k matchWork from home optionPaid time offFlexible work hoursCompany CultureWork-life balanceStock Options / Equity / Profit SharingPersonal development programsCareer advancementTimeline
Senior Business Analyst - Product Management
Fidelity Investments
04.2021 - Current
Relationship Manager
Fidelity Investments
03.2018 - 04.2021
Financial Representative
Fidelity Investments
07.2015 - 03.2018
Bachelor of Arts -
University of Delaware
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