skillventory - A Leading Talent Research Firm

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.

Director, Strategic Sourcing

Manager

• Provide independent and objective audit and advisory services
• Assists Team Leader in managing overall workload as well as short and long-term goals of the team
• Consistently leads multiple audits in varying stages, including those of greatest complexity
• Leverages audit automation tools in the evaluation of business operations and systems
• Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results
• Reviews audit reports drafted by the team to ensure issues identified are clearly described and include related implications to the business or enterprise as a whole
• Coaches and mentors Analysts and Senior Analysts on the team

Audit Senior Manager

• Aggregating competitive insights from Fidelity Wealth and Fidelity Brokerage to provide unified Retail competitive intelligence
• Leading efforts to understand what Fidelity Wealth’s competitors are doing and enable the organization to be more competitive
• Alignment and coordination of competitive research across all Wealth L2 orgs
• Give competitive presentations to senior executives as needed
• Manage competitive research request projects
• Publication of competitive research reports weekly and annually to leadership across Fidelity
• Competitive research website management
• Acting as the competitive subject matter expert on key strategic projects across Fidelity Wealth
• Compiling customer research and insights from across Wealth to inform strategic gaps and opportunities
• Developing and tracking Wealth market share metrics
• Contribute to Strategy formation and execution in partnership with leaders across Wealth

Vice President, Wealth Strategy – Planning

Recruitment

• Collaborate with third-party agencies and team members
• Help with the management of paid and organic marketing campaigns
• Manage project schedules for ongoing marketing campaigns
• Assist in the creation of marketing assets for campaigns

Recruitment Marketing Manager

Financial Planning and Analysis

• Working in our Investor Center, you will develop customized financial plans through a wide range of products and services.
• Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads.
• You seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity.
• By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.

Investment Consultant

Director

• Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus group
• Evaluating the competitive landscape to understand potential differentiation
• Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences
• Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases.
• Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards. This includes working with our outside vendor that issues the credit card and provides front line customer service.
• Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes.

Director, Wealth Product & Experience Personal Cards – Credit Card

Frontend Engineer

• Deliver time-to-market solutions, helping business partners use technology in an exploratory, highly iterative environment
• Help our investment teams evolve their investment processes, to meet both short-term needs and long-term trends, through the use of technology
• Collaborate with Architecture, Data Services and other Technology Teams to improve the performance and scalability of our applications and workflows
• Provide outstanding support, including rotational on-call support

Principal Front End Developer, Angular

Business Analyst

• Support critical initiatives in the Process Improvement vertical
• Coordinate and deliver quality solutions that meet business objectives
• Provide strong project management and business operations expertise to stakeholders throughout Fidelity’s fraud risk organization