skillventory - A Leading Talent Research Firm

Vice President

• functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs)
• responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth
• work closely with their team to address a broad set of plan sponsor and Executive needs
• ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge
• ensure compliance with investment industry policies, procedures and processes related to regulatory, compliance, and audit requirements
• report to and work collaboratively with the Regional Head within the Fidelity Workplace Wealth Planning Group

Regional Vice President, Executive Service

Financial Planning and Analysis

• Deliver accurate, high-quality financial analysis and portfolio insights; serve as a trusted advisor on finance-related matters and influence portfolio and demand management decisions.
• Strengthen analytical rigor by establishing portfolio performance frameworks, developing investment theses, and leading end-to-end business case development.
• Drive clear attribution of value across technology initiatives through consistent measurement of outcomes, ROI, and resource effectiveness.
• Lead strategic planning, portfolio reviews, and full lifecycle business case management, including governance and controls.
• Partner closely with Finance VPs, Product, Platform, Engineering, and Data leaders, as well as Centers of Excellence (Tech Finance, Portfolio Costing), to support investment planning, forecasting, and value realization.
• Enable outcome-oriented decision-making by translating complex financial and portfolio data into clear, actionable insights for senior leadership.
• Build and maintain robust portfolio measurement frameworks to evaluate investment performance, delivery timing, and value realization.
• Design scalable, repeatable reporting structures that provide transparency from initiative-level execution through enterprise-wide views.
• Evaluate active and completed initiatives to identify value drivers and optimization opportunities.
• Mentor and develop a team of analysts, strengthening team capabilities, prioritization, and overall performance.

Director, Finance

Data Engineer

• Lead the design and delivery of database engineering solutions
• Perform applications database administration services including SQL code review, performance analysis, and database application design
• Establish database standards for operations, upgrades, migrations and onboarding new applications
• Interface with enterprise teams for Systems Administrators, Cyber Security and Capacity Planning groups
• Write clear, concise, well organized technical documentation to maintain standards and procedures

Principal Data Engineer

Manager

• Assessing critical vendors and identifying potential risks
• Evaluating how services can continue or recover during vendor disruptions
• Reviewing vendor continuity plans and providing thoughtful feedback
• Developing response playbooks that outline clear actions and escalation paths
• Leading exercises that test readiness and strengthen response capabilities
• Partnering with stakeholders to address gaps and improve resilience strategies
• Sharing insights and recommendations with senior leaders

Manager, Vendor Resiliency

General Counsel

• work independently on a variety of advisory, internal investigative and employment litigation matters for specified client groups and business partners
• application of both a full range of federal, state, and international labor and employment laws as well as diverse securities rules and regulations applicable to employee conduct within Fidelity’s financial services and venture investment businesses

Vice President, Associate General Counsel

• Work with compensation data to uncover information and insights to help senior executives make decisions on a wide array of compensation programs including annual bonus, short-term and long-term incentives, as well as ongoing ad hoc information requests
• Assist in the development of reporting and analytic tools using Snowflake, Alteryx, Excel, Tableau, PowerShell, JavaScript and other Fidelity systems
• Create complex data visualizations that will be used for executive presentations
• Partner with technology team to set up and improve existing data infrastructure

Manager, Compensation Data and Analytics

Business Development Rep

• Engage with advisors to increase their knowledge of Donor Advised Funds and charitable vehicles
• Build relationships with advisors and key partners in philanthropy
• Collaborate with advisors of current and future donors
• Grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut
• Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others

Business Development Consultant

DevOps Engineer

• Build software solutions to improve reliability, reduce operational toil, and scale production systems—not just respond to issues.
• Develop production-quality code using Node.js / JavaScript / TypeScript and Python/PowerShell, including testing and documentation.
• Leverage modern development tooling such as VS Code and AI-assisted tools (e.g., GitHub Copilot) to accelerate delivery and problem-solving.
• Independently own well-scoped features, fixes, or improvements end-to-end—from design through deployment and operational validation.
• Participate in on-call rotations, respond to incidents, execute runbooks, and ensure clear communication and handoffs.
• Analyze incidents and recurring issues to identify patterns, reduce alert noise, and implement durable fixes.
• Implement and improve observability (logging, metrics, dashboards, alerts) for owned services.
• Build automations, scripts, and lightweight tools to eliminate repetitive manual work and improve operational efficiency.
• Identify and act on opportunities to improve system reliability, performance, and maintainability.
• Develop an understanding of how systems impact customer experience and business outcomes.

Site Reliability Engineer

Administration

• Processing various types of calculations, meeting timeliness and accuracy standards while interpreting DB plan rules to ensure compliance with the plan document.
• Supporting internal Client Service teams while developing subject matter expertise on assigned clients
• Manually calculate and review pension benefits for plan participants
• Supporting monthly testing of various systems upgrades and releases
• Participate in special departmental projects

Senior Pension Administrator

Director

• ensure the organization remains well-positioned amidst evolving investment products and regulatory requirements
• evaluate the impact of emerging investment products on shareholder reporting
• translate complex regulatory and product developments into practical, scalable reporting solutions
• collaborate effectively across functions
• analyze new regulatory requirements and accounting guidance
• convert technical concepts into clear, actionable insights for reporting

Director, Alternatives Shareholder Reporting

• Educating associates, grantors, and beneficiaries about FPTC’s services
• Guiding them as they work to bring new and existing trusts into FPTC
• Coordinating with Fidelity’s client-facing associates and FPTC’s fiduciary and trust administration teams to transition new and existing trusts
• Collecting required documentation and information to successfully onboard new and existing trusts in compliance with FPTC’s policies and procedures

Director, Regional Trust Specialist

Compliance

• Work within a dedicated team to execute regulatory intake and triage rules, guidance, enforcement actions, and exam activity across multiple rulebooks (e.g. FINRA, SEC, etc.).
• Assess applicability and document clear disposition decisions (in-scope, out-of-scope, monitor).
• Summarize regulatory updates into concise, actionable insights for stakeholders.
• Maintain and enhance the regulatory rules inventory with a focus on data accuracy, completeness, and consistency.
• Support workflow execution, tracking, and status visibility across regulatory change activities.
• Partner across Compliance, Legal, Risk, Technology, and business SMEs to support coordination of impact assessments.
• Support reporting and metrics to improve enterprise visibility into regulatory change.
• Identify trends and themes in regulatory developments and escalate as appropriate.

Compliance Advisor – Regulatory Change Management

Software Engineer

• Own accountability for the team’s approach, planning, and engagement model
• Translate IAM control enhancements into deliverables/milestones
• Leverage agile routines to coordinate planning and prioritization
• Provide day-to-day leadership for a delivery team
• Build a high-performing engineering team

Senior Manager, Engineering – Directory Services Hardening

Data Analyst

• Play a meaningful role in delivering high-quality, impactful analytics and insights to Talent, HR and business leaders.
• Lead efforts to transform candidate, associate, and operational data into actionable insights that inform strategic decision-making across Talent Acquisition, Talent Management, and Talent Learning and Development.
• Design and implement data workflows, models, and dashboards that make talent data accessible, interpretable, and impactful.
• Support workforce data initiatives, ensuring analytics solutions are aligned with business needs and delivered efficiently.
• Uncover trends, tell compelling data stories, and translate complex analytics into business recommendations.
• Develop and maintain robust data pipelines using SQL (Snowflake, SQL Server), with a focus on performance tuning and query optimization.
• Create and enhance interactive dashboards and visualizations in Tableau and Power BI to support leadership with real-time insights and compelling data storytelling.
• Collaborate cross-functionally with Talent and Business leaders to gather requirements, translate business needs into analytics solutions, and deliver insights that influence strategic decisions.
• Communicate and socialize analytical findings by translating complex data into clear, actionable business recommendations through presentations and storytelling.
• Provide mentorship and thought leadership to team members and cross-functional partners, fostering a culture of analytical excellence and continuous learning.

Senior Manager, Data Analytics, Insights

Learning and Development

• deliver modern learning experiences across the enterprise
• ideate, develop and refine new learning solutions and processes
• contribute to complex learning projects