skillventory - A Leading Talent Research Firm

Operations

• Reconciles business-critical data management data points
• Provide front line business units support
• Maintain databases and systems
• Demonstrate strong decision-making skills
• Resolve client issues through outbound calls
• Educate clients on Fidelity and industry policies

Senior Representative, Brokerage Operations

Architect

• Collaborate with teams to design and develop applications for public markets trading including equities, fixed income instruments, and derivatives.
• Architect and own the implementation of robust solutions, to ensure flawless integration, resiliency, and efficient processing.
• Drive innovation and adopt technologies to improve system architecture and performance.
• Provide technical guidance and mentorship to developers, promoting good practices and maintaining code quality standards.
• Participate in the full software development lifecycle, including requirements gathering, design, coding, testing, and deployment.
• Work closely with IT product owners and business users to understand their needs and translate business requirements into technical solutions.

Director, Architecture

Software Engineer

• Lead a dedicated team of email engineers
• Maintain hands-on involvement in complex campaign builds
• Architect sophisticated customer journeys within Salesforce Marketing Cloud
• Develop and maintain a technology roadmap
• Ensure campaign execution aligns with organizational strategy and compliance standards

Director, Email Engineering

Accounting Manager

• Responsibilities covering all aspects of accounting operations performed by the team supporting Fidelity’s alternative investment products
• Performing accounting and pricing functions and acting as a contact for daily operational needs
• Requiring daily, monthly, quarterly and annual deliverables, implementation of pivotal initiatives, and relationship management
• Involved in the operational responsibilities, and passionate about learning new alternative accounting products that are continuously launching
• Collaborate with other teams within FFIO as well as business partners across the organization

Analyst, Alternative Accounting

Data Engineer

• Lead the design and implementation of scalable, cloud-based data architectures supporting Fidelity’s Brokerage Recordkeeping Applications.
• Collaborate with development teams, solution architects, and enterprise leaders to standardize solutions, drive modernization, and align technology with business goals.
• Define and promote data architecture strategies, patterns, standards, and guidelines.
• Provide technical leadership across complex projects and initiatives.
• Guide the adoption of cloud-native data solutions and data integration patterns.
• Champion data-driven decision-making and reusable patterns, standards and guidelines.
• Lead Proof of Concepts (POCs) to evaluate emerging technologies.
• Ensure compliance with data privacy, security, and regulatory standards.
• Support mainframe migration and modernization efforts.

Director, Data Architecture

Account Executive

• Lead Fidelity’s Stock Plan Services Sales pursuits with late-stage private (Pre-IPO) companies
• Play a key role in shaping the future of this important growth business
• Lead team-based sales pursuits of late-stage, private companies for their equity administration business
• Focus on driving growth across all geographical markets
• Partner closely with other businesses across the Fidelity enterprise
• Strategize and deliver compelling demonstrations of Fidelity’s leading capabilities
• Collaborate with leaders across multiple functions to create consistent client and associate experiences
• Bring your experience and skill as a sales professional to enhance the skills of others
• Encourage your team to improve their processes
• Be a visible and credible presence in the industry – viewed as an expert

VP, SPS Late-Stage Private Account Executive

Business Development Rep

• Manage client relationships and ensure satisfaction
• Collaborate with internal teams for optimal client outcomes
• Drive business growth through client experience initiatives

Business Developer – Wealth Client Experience

Director

• Partner with senior leaders across complex business units to shape learning strategies that build capability and drive measurable business results
• Lead strategic consulting engagements, interpret business needs, and translate them into clear and actionable learning plans
• Ensure the development and delivery of scalable, high-quality learning solutions
• Own the annual and quarterly learning strategy cycle, using data, partner insights, and Quarterly Impact Reviews to refine and strengthen priorities
• Build trusted partnerships with learning leaders and HR Business Partners through consistent engagement, evidence-based consulting, and proactive communication
• Support organizational change efforts, lead innovation pilots, and represent the Performance Consulting function in key enterprise forums

Director, Performance Consulting

• Act as the point of contact for any research required pertaining to pension accounts
• Address customer issues and handle queries accurately and timely
• Work closely with multiple teams to ensure timely response to customer inquiries
• Own the end-to-end process relating to customer inquiries
• Coordinate with internal partners for timely support
• Ensure adequate research is performed before responding to customers

Senior Process Specialist – DB Operations

Business Analyst

• Assist the Squad Leader in managing and prioritizing the product backlog
• Participate in User Acceptance Testing (UAT)
• Facilitate internal meetings and sprint demos
• Proactively identify process bottlenecks and suggest improvements
• Develop strong working relationships with IT, Legal, and Compliance partners

Business Analyst – TEM

• Ensure quality standards are enforced, met and compliant with regulatory mandates
• Apply department call model, policies, and procedures to evaluate interactions
• Critical thinking and ability to analyze data for trends
• Comply with all policies and procedures related to all aspects of TA Operations
• Ensure all key daily duties are performed timely and accurately
• Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
• Assist management in coaching and training of associates as needed
• Other duties as assigned by management

Associate, Transfer Agent Operations

Customer Success Manager

• Develop a deep understanding of the FPS platform so you can guide clients through use of our workflows, reports, and data room
• Build relationships with your customers, primarily working with company executives (CEOs, CFOs, General Counsels) at mid to late-stage companies
• Secure renewals and identify areas for upsell
• Host regular check-in meetings with customers to ensure a positive experience and continued value throughout their subscription
• Consulting with clients as they raise funding and hit other important milestones in their company lifecycle

Risk

• Head of Risk for Fidelity’s Fund and Investment Operations (FFIO) business.
• Work closely with the FFIO Senior Leadership team to proactively identify risks and develop solutions.
• Develop strong relationships with senior leaders as a trusted advisor for risk management.
• Support and lead FFIO’s incident management activities and key risk programs.

Head of Risk, FFIO

• Develop research and analysis that extend beyond simple observation, delivering clear and commercially relevant recommendations that influence critical business decisions.
• Play a key role in evolving the team’s mandate, reach, and capabilities to establish it as a proactive and insightful partner embedded in the commercial rhythm of the business.
• Ensure that external market dynamics, client needs, and competitive threats continually inform internal priorities and investments.
• Translate market and competitive intelligence into actionable strategies that support revenue growth, client acquisition, and retention across intermediary and institutional channels.
• Serve as a strategic thought partner to Sales, Relationship Management, and Product leaders to help anticipate market shifts, identify whitespace opportunities, and shape client-centric solutions.

Director, Market Intelligence

• Review and process customer transactions and account inquiries including but not limited to escalations
• Comply with all policies and procedures related to all aspects of TA Operations
• Ensure quality standards are enforced, met and compliant with regulatory mandates
• Ensure all key daily duties are performed timely and accurately
• Collaborate with aligning business partners to develop and create written procedures
• Ensure all procedures are updated to mitigate process risks
• Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
• Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs
• Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups
• Support and lead business initiatives and special projects
• Liaise with others to implement corporate strategy
• Cross train as needed
• Other duties as assigned by management