skillventory - A Leading Talent Research Firm

Operations

• 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

Director

• 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

Analyst, TA Operations

Analyst

• Provide support in a team environment for client advised projects
• Ensure systems function according to business requirements
• Work within squad on new client implementations and projects
• Translate client requirements into technical specifications
• Collaborate with Scrum Leader/Squad Leader
• Perform data analysis and reporting
• Identify problems with business requirements and recommend modifications
• Build test scenarios for Unit and Regression Testing
• Perform root cause analysis for issues arising

Senior Configuration Analyst

• Support the strategic direction of the business, lead highly complex issues to resolution.
• Engage with other lines of business on projects that affect Defined Benefit products and services.
• Analyze, lead and drive operational services and efficiencies to clients and organization’s bottom line.
• Provide leadership on ad hoc client or internal projects that will require critical thinking and self-direction.
• Analyze, review, and guide client teams to the resolution of escalated client or participant issues.
• Serve as the day-to-day contact for issues to clients and participant for problem resolution and data questions.
• Facilitate and/or participate in client meetings.
• Maintain client direction documents.
• Own and analyze operational issues and recommend business solutions based on knowledge of client’s plan design and system functionality.

Pension Analyst – Defined Benefit Core Markets

Blockchain Engineer

• Architect, build, and scale the operating platform for digital asset investments and on-chain finance.
• Lead the design and implementation of the end-to-end infrastructure for digital assets fund and portfolio investment services ecosystem.
• Combine deep operational expertise in traditional investment accounting with experience building blockchain infrastructure.
• Define and execute the strategic roadmap for the digital asset operating platform.
• Build and lead multidisciplinary teams across operations, product, technology, accounting, and compliance.
• Oversee development of accounting and back office infrastructure supporting digital asset trading and custody.
• Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies.
• Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund operations.

Head of Digital Asset Operating Platform – Blockchain-Enabled Operations

Communications

• work with the WI Sales Team to showcase the participant engagement experience to new prospects and existing clients in rebid during finals presentations
• drive the technology during finals meetings and demonstrate tools and resources available to plan participants
• effectively demonstrate how we can address specific goals that a plan sponsor may have and drive better outcomes for their participants
• deliver engaging and effective presentations which demonstrate and differentiate technology, communication and education capabilities
• assist for RFP responses and development of custom creative pieces, samples, case studies
• serve as primary resource for business partners involved with prospective and existing clients
• keep current with benefits legislative information and industry trends
• identify emerging communications trends for the department/company
• participate in non-client projects to benefit the unit or the department

Director, Sales Communications Consultant – West Coast

Compliance

• Provide regulatory support primarily to Fidelity Labs
• Identify, assess, and build controls for regulatory risks related to start-ups
• Serve as a compliance expert and trusted adviser for Labs
• Enhance Fidelity Labs’ AI and Data Governance framework
• Monitor the regulatory environment and assess emerging rules and regulations
• Research compliance matters related to emerging technologies

Director, Compliance

Vice President

• Lead Private Assets Advisor Oversight : Evolve the current Private Markets operational due diligence program to effectively identify, mitigate and report risks related to third-party manager engagements across asset classes and product structures
• Provide recommendations to governance committees
• Lead initial Operational Due Diligence with potential investment advisors to evaluate their control environments and perform a thorough operational risk assessment of the firm and products under consideration
• Conduct On-going Oversight activities to identify any material risks across the investment advisors and products, which include, but not limited to, preparing manager scorecards and managing ad hoc events
• Preparation of Reports and presentations to senior management and oversight boards, including recommended actions
• Facilitate Operational Implementation of between third-party managers and internal Fidelity teams
• Lead Commercial Negotiations : Act as the firm's lead negotiator for complex sub-advisory and third-party agreements, including management fees, performance fees, fee tiers, expenses, and Most Favored Nation (MFN) clauses
• Develop Negotiation Strategy: Create and manage a firm-wide "negotiation playbook" to ensure a consistent, best-practice approach to all commercial arrangements
• Cross-Functional Collaboration: Partner with investment teams during the final stages of manager selection to advise on commercial feasibility
• Work lock-step with Legal, Tax, Compliance, and Operations to ensure all aspects of an agreement are sound
• Contract Lifecycle Management: Lead the re-negotiation of existing agreements as needed
• Proactively track and enforce MFN clauses to ensure the firm consistently receives best-in-market pricing
• Market Intelligence: Serve as the firm's subject matter expert on market trends for fees and terms, leveraging internal data and external resources (e.g., Preqin, Genysis, etc.)
• Financial Analysis: Build financial models to analyze the economic impact of various fee structures and term proposals on product profitability

Vice President, Private Assets Advisor – Oversight and Commercial Negotiations

Product Manager

• Synthesize product feedback, market trends, and research into clear product requirements
• Research regulations, best practices, and other subject matter to inform product requirements and definition
• Define features and create product specification documentation
• Consult with technical team to assess feasibility, clarify use cases, and guide development of features and enhancements
• Draft or review product content for accuracy and comprehension
• Conduct product acceptance testing and validation
• Communicate release information to sales, marketing & support teams

Procurement

• The Director role on Fidelity Procurement’s Strategic Sourcing team leads procurement projects of high complexity.
• Partnering with business leaders to strengthen Fidelity’s ability to secure the right products at the right price and contractual terms.
• Working across diverse business segments including digital assets, marketing, financial services, and consulting services while driving scale and efficiency for Fidelity.
• Strategizing with business and technology leaders to develop vendor and product strategies.
• Leading sourcing efforts, including negotiating commercial and contract terms for each project.
• Coordinating with risk-based teams to ensure supplier contracts mitigate risk.
• Driving outstanding pricing outcomes with suppliers.
• Educating and enforcing procurement and risk policies consistently.