skillventory - A Leading Talent Research Firm

Customer Success Manager

• Leadership for a cross-site team of associates who are focused on providing a world-class client experience to our NPO customers, while balancing risk to the organization
• Day-to-day management of a team of front-line associates, including interviewing, onboarding, payroll, PTO Management, scheduling, performance management, risk mitigation, compensation
• Ensuring controls in place, documented, and executed flawlessly each day
• Develop and coach associates to effectively, accurately and efficiently meet our client's needs
• Drive culture and associate engagement through coaching, development and a highly customized and personalized approach to team leadership
• Success is measured thru various critical metrics including individual quality, productivity, client satisfaction

Client Experience Manager

Business Development Rep

• Own and grow your market by driving qualified pipeline and new client acquisition
• Build and implement a local ecosystem engagement strategy focused on founder acquisition
• Lead event strategy in your region, including both hosting and participating in high-impact community events (approximately 25% travel)
• Build and manage relationships with venture firms, law firms, accelerators, and innovation hubs that can consistently generate founder introductions
• Translate market insights and community feedback into actionable strategies for internal teams
• Partner with business development peers to scale standard processes across markets

VP of Business Development – Private Shares

General Counsel

• provide legal advice and support to the prime brokerage business
• support fixed income trading desks relating to regulations, agreements, and market developments
• collaborate across Fidelity to facilitate the offering of products and services to retail and institutional brokerage customers
• support business development efforts, including contracting, and managing the ongoing review of regulatory changes affecting broker-dealers

Senior Legal Counsel – Fixed Income

Consultant

• support clients and advisors within a region of Fidelity Investor Centers and Regional Centers
• engage in sales interactions to directly impact acquisition of outside assets
• conduct 12 to 15 in-depth client appointments weekly
• deliver educational seminars/webinars on relevant topics
• coach advisors
• facilitate internal meetings with advisors
• partner with local leadership
• use Salesforce and technology extensively to engage opportunities
• travel associated with regional coverage is estimated at 50%

Fixed Income Regional Brokerage Consultant

Procurement

• Leading the strategic partnership between the ME organization and key corporate functions, including Procurement, Legal, Risk Management, and Finance.
• Serving as the operational and strategic lead for vendor management, contract governance, sourcing support, payment processes, and supplier relationship management across the meetings and events portfolio.
• Partnering closely with business leadership, meeting planners, and vendor executives to drive operational excellence, mitigate risk, optimize commercial value, and create scalable processes that enable efficient and compliant event execution.
• Building a scalable, compliant, and strategically aligned Meetings and Events operation by leading cross-functional partnerships, strengthening vendor relationships, and driving operational excellence.

Senior Manager, Meetings & Events Procurement, Vendor Operations

Data Analyst

• Partner across the organization in developing tools and supporting data infrastructure to meet reporting and analytics capability demands
• Deliver insights into business performance and develop predictive analytics that inform strategic decision-making
• Collaborate with business leaders, technology partners, and data teams to advance analytics strategy
• Contribute to data governance routines and ensure availability of trusted, timely data to enhance consistency, execution, and decision quality across the enterprise

Senior Manager, Data Analytics, Insights

Systems Engineer

• Work closely with the Group Engineering Leader, Group Product Leader, Engineering Leaders, and Product Leaders to shape product direction
• Ensure incoming requests and initiatives are well defined and engage business stakeholders, engineering, and architecture for clarity in design, capacity, planning, and execution
• Allow for predictable, consistent, and expedient delivery once work is taken up by an engineering team

Director Systems Analyst – Security Master, Pricing Engineering

Operations

• Support daily operations that keep our funds accurate and timely
• Validate key components of mutual fund NAVs
• Complete reconciliations and review daily/monthly reports
• Research fund impacts and communicate results
• Help resolve issues quickly and accurately
• Contribute to projects, Agile initiatives, and process improvements
• Assist with new fund setups and operational readiness

Fund Operations Analyst

Compliance

• Act as the primary contact for all Nondiscrimination Testing (NDT) and Form 5500 related services
• Engage and establish a relationship with Plan Sponsors
• Provide education and consultation for NDT, Form 5500, PYES, and other special testing services
• Handle plan year end summary reporting, annual compliance testing, Form 5500 completion, and audit support for the plan’s year-end audit
• Initiate and maintain the relationship between the Plan Sponsor and TRS
• Collaborate with various groups within Fidelity to ensure smooth year-end testing and processing

Manager, Compliance

• The Manager, Advanced Data Analytics and Insights acts as a domain expert who proposes and delivers targeted research and advanced analytics required to support business decision making.
• This role participates in multiple projects and requires independence, critical thinking, and confidence in applying statistics and analytics techniques.
• This role also serves as a strong business communicator with leadership, sponsors, and peers, collaborating with them to create key findings for moderately sophisticated business problems.
• The Manager is an individual contributor and does not directly oversee staff.

Manager, Advanced Data Analytics, Insights

• Engage with partners across business, analytics, and technical teams to enable easier access to improved data analytics
• Provide greater insights and decision-making capabilities to support strategic initiatives
• Work closely with a highly skilled, multidisciplinary team, fostering strong collaboration across Fidelity Technology
• Ensure timely delivery and successful outcomes
• Part of our Portfolio and Program team in Enterprise Data and AI that oversees data and AI portfolios and execution of large, complex cross BU strategic initiatives
• Contribute daily to making a difference in Fidelity’s technology advancement

Senior Data Analyst

Recruitment

• Attracting, sourcing, qualifying, presenting, and hiring candidates for our early career programs and seasonal internships.
• Collaborate with business partners: Discuss talent trends and hiring performance, using data to drive accountability and process improvement.
• Partner with hiring managers: Experience with driving engagement and hiring strategies with business partners.
• Lead recruitment projects/initiatives: Participate in and help lead recruitment projects and initiatives.
• Build high-trust relationships: Foster trust within our university community, business partnerships, and with hiring managers.
• Advocate for candidates: Market Fidelity, present roles, prepare candidates for interviews, answer questions, extend offers, and communicate status to ensure successful onboarding.
• Collaborate on sourcing and hiring efforts: Drive change through working with others to identify and plan sourcing and hiring strategies.
• Define mutual success: Set expectations for timeframes and recruiting efforts to provide a positive experience for candidates and clients.
• Assist candidates in career navigation: Help candidates identify appropriate paths at Fidelity and navigate opportunities.

Talent Acquisition Partner

Analyst

• support key initiatives across digital product strategy, instrument readiness and shareholder reporting
• prepare, review, and coordinate the production of financial reports
• contribute to the production of digital asset product financial reports
• collaborate across teams to enhance processes that support an evolving product set

Analyst, Digital Products – Shareholder Reporting

Financial Planning and Analysis

• Serve as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales
• Handle the most complex managed account sales and service needs, including Annual Plan Reviews and risk mitigation
• Manage a diverse book of 1:1 covered clients with assets under management while actively partnering with the Wealth Management Team
• Conduct pre and post sales conversations with clients, establishing expectations on performance, fees, portfolio strategies

Investment Management Consultant II

• help drive the success of the employer brand strategy with new and upcoming graduates through development of an integrated, comprehensive marketing strategy
• business partner lead for University Talent team providing end-to-end marketing support for early ID, on-campus, interns and early career candidate engagement
• manage a team that delivers a cohesive candidate experience for entry-level roles and programs