skillventory - A Leading Talent Research Firm

Consultant

• Support key components of the offering lifecycle, from opportunity assessment and requirements development through pilot, launch, and ongoing optimization
• Develop differentiated wealth management offerings by deeply understanding client segments, behaviors, and unmet needs
• Partner with analytics, research, and customer insights teams to ground decisions in data and real client behavior
• Run pilots and experiments to test hypotheses, refine value propositions, and inform scaling decisions
• Build clear, compelling product narratives and leadership‑ready materials that articulate vision, trade‑offs, and impact
• Collaborate cross‑functionally with technology, UX, product teams, service, operations, and distribution to bring offerings to life
• Monitor and refine success metrics to inform ongoing investment and evolution

Consultant, Wealth Management

Software Engineer

• partner with the quant research and investments teams to design, build, enhance, and support a comprehensive Systematic Fixed Income research and portfolio construction ecosystem
• hands on development collaborating with team of software engineers and quantitative developers

Senior Quant Developer

• partner with the quant research and investments teams to design, build, enhance, and support a comprehensive Systematic Alternatives portfolio construction and Management System
• include hands-on development collaborating with team of quantitative researchers, software engineers and quantitative developers

Principal Quant Developer

Security Engineer

• Provide strategic, practical legal counsel to Fidelity businesses on topics involving privacy, cybersecurity, data governance, and the responsible use of new and emerging technologies
• Collaborate closely with colleagues across legal, compliance, risk management and business teams to help shape the company’s strategy on privacy, information security and data governance
• Align Fidelity’s policies, practices, and strategic initiatives with applicable legal and regulatory requirements

Privacy and Cybersecurity Counsel

Risk

• support Fidelity’s Issue Management Program, including issue monitoring and management
• prepare Executive-level reporting
• develop and implement risk analytics
• support various initiatives related to the Issue Management Program and Enterprise Risk Management Program
• assist with ensuring that there are prompt identification, escalation, and remediation of issues across all of Fidelity
• review issues to ensure they are reported accurately
• provide executive level summaries to senior leaders of issues when applicable
• produce executive and committee level reporting and presentations for the Heads of Risk

Manager, Corporate Risk – Issue Management

Account Manager

• responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C-suite executives at a set of Fidelity’s institutional clients.
• this role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs.
• together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall well-being.

VP, Managing Director – 401K Relationship Manager

Director

• Lead the development of integrated participant engagement strategy, aligning senior leaders across TEM, Workplace, and Wealth.
• Drive clarity and enterprise decision‑making through strategic frameworks, success measures, and roadmaps.
• Develop and evaluate business cases for forward‑looking initiatives, incorporating competitive landscape considerations, financial modeling, and alignment with key internal business priorities.
• Synthesize data, research, and insights to shape strategic recommendations, future‑state engagement strategies, and participant service models.
• Own and manage multiple complex workstreams, ensuring disciplined execution, effective prioritization, and delivery of measurable outcomes.
• Demonstrate curiosity and passion for the TEM business and its participants, including mission‑driven individuals across healthcare, higher education, and other nonprofit or skilled professional sectors.
• Lead change effectively, building strong cross‑functional partnerships through empathy, adaptability, and emotional intelligence.
• Operate independently as a self‑starter, while collaborating effectively within a matrixed organization.

Director, Participant Engagement Strategy

Billing Specialist

• Lead a complex, high-scale, and control intensive billing function that supports Fidelity’s businesses and products.
• Ensure accuracy, integrity, and resiliency of billing operations that process billions of dollars in revenue annually.
• Evolve billing into a strategic platform capability that enables growth, transparency, and speed to market.
• Sponsor multi-year billing modernization program, driving straight-through processing and increased scale and efficiency within the billing function.
• Partner with the billing team and technology groups to create a roadmap for meaningful incremental process improvements and eliminate manual processes.
• Maintain focus on controls, audit readiness, and regulatory compliance while challenging the organization to improve client experience.
• Collaborate with finance and accounting and assist on any audit requests.

Head of Billing

Account Executive

• Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
• Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
• Develop and manage a territory-level business plan, including pipeline development, segmentation, and coverage strategy.
• Partner with internal teams and Retirement Leadership to drive coordinated go-to-market execution.
• Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
• Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
• Cultivate durable, trust-based relationships through proactive follow-up and disciplined sales execution.
• Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
• Influence advisor and sponsor decision-making through data-driven recommendations and strategic planning.

VP, Regional Account Executive – 401K Sales

Business Analyst

• Serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Alternative fund structures and requirements.
• Work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others.
• Develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.
• Collaborate with business partners to assess complex business requirements and translate them into effective solutions.
• Craft and implement tests that address business needs and ensure the delivery of solutions to end users.

Principal Business Analyst, Private Markets

SDET

• Fidelity Healthcare Group is looking for a Senior Software Engineer in Test to work on Fidelity Health Benefit technology team.
• The ideal candidate enjoys designing, developing and maintaining automated test suites to ensure client quality and release readiness.
• We seek talented individuals capable of bringing a software engineering approach to our testing practices.

Senior Software Engineer in Test, Java, Rest, SQL

• Consulting on a wide range of Fidelity products, investment perspectives, and financial markets
• Collaborating with internal partners and specialists to service professionals
• Engaging in face-to-face interactions with clients

Regional Director - RIA External Wholesaler

• Serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Alternative fund structures and requirements
• Work with various internal teams to allow for the efficient functioning of this key line of business
• Interact daily with Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others
• Develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization
• Influence systems and architecture solution design based on complex requirements
• Lead initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization
• Collaborate with business partners to assess complex business requirements and translate them into effective solutions
• Support the product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to end users

Principal Business Analyst, Liquid Alts

Operations

• Monitor Mutual Fund Corporate Actions and Distribution events
• Conduct analysis to help understand trends
• Create solutions and improve processes
• Collaborate with Fidelity and contribute to system development

Senior Representative/Associate Analyst, Brokerage Operations

• Consulting on a wide range of Fidelity products, investment perspectives, and financial markets
• Collaborating with Internal partners and Specialists
• Engaging in face-to-face interactions with clients