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skillventory - A Leading Talent Research Firm

Director, Testing & Reporting Services

skillventory - A Leading Talent Research Firm

Director of Testing & Reporting Services at Fidelity Investments leading TRS production team for compliance activities. Ensuring client service and operational excellence in defined contribution plans.

Posted 6/12/2026full-timeWestlake • Kentucky, Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact
  • Lead a TRS production team
  • Support annual compliance activities for Workplace Investing defined contribution plans
  • Partner with Client Relationship Management and Client Service Managers

Requirements

What you’ll need
  • Bachelor’s Degree is required
  • 8 plus years’ experience managing operations teams
  • Strong understanding of defined contribution plan ERISA, DOL and IRS regulations

Benefits

Comp & perks
  • Outstanding client service
  • Operational excellence
  • Employee engagement and growth

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
leadershipteam managementclient relationship managementcommunication