skillventory - A Leading Talent Research Firm

Financial Planning and Analysis

• Assist customers with their 401k account balance and help make withdrawals, loans, account maintenance.
• Provide education or resources to customers.
• Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate.
• Develop and hone your skills by taking customer calls and participating in team activities, well-being support, and career coaching.

Financial Customer Associate

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

Vice President

• Define and drive a unified data vision across Corporate Services.
• Establish and lead a robust data governance program and operating model.
• Lead and develop a core team of data strategy and governance professionals.
• Lead a cross-cutting data horizontal focused on data excellence.
• Oversee key data initiatives and projects, ensuring effective delivery.
• Define KPIs and success metrics to measure the impact of data initiatives.
• Reinforce the foundations to enable advanced analytics and AI/ML use-cases in partnership with EDAI.
• Collaborate across the business domains to drive data interoperability and sharing.
• Engage stakeholders to drive a culture of data-driven decision making.

Vice President, Corporate Services Data Strategy

• Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
• Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses
• Transition to working fully on-site in an Investor Center after onboarding
• Collaborate with colleagues and take online classes to build and solidify skills

Financial Services Representative

Backend Engineer

• bring a builder's mindset to Fidelity's Enterprise AI/ML Platform
• build the core AI/ML services running in Kubernetes
• design clean abstractions over vector databases
• own automated real-time data ingestion for RAG
• ship developer-friendly APIs/SDKs, CLIs, and templates
• instrument everything and turn rapid prototypes into resilient systems
• lead through code, productivity and knowledge sharing

Principal Python Backend Engineer

Compliance

• Perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors
• Assess compliance oversight programs for improvement opportunities and regulatory changes
• Foster strong partnerships with key business partners to support expansion of solutions-based products and fund offerings
• Interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations

Senior Manager, Asset Management Compliance – Alternatives Manager Oversight

Data Analyst

• Lead the Business and Data Analytics team
• Deliver actionable insights and dashboards
• Partner closely with FW leaders and stakeholders
• Oversight of analytical solutions to improve business performance

Director, Data Analytics, Insights

Engineer

• Use business and technical knowledge to translate vision for divisional initiatives into business solutions
• Developing complex stock plan services software applications on a mainframe platform running under a Z/OS environment
• Collaborating with multiple layers of management to develop solutions, improve capabilities throughout the organization
• Leading agile teams in requirements gathering, development, and end-to-end testing
• Developing applications on complex projects, components, and subsystems for the division
• Providing on-site and on-call support as needed and acting as a subject matter expert

Senior Mainframe Engineer, COBOL, DB2, VSAM

Database Administrator

• Lead the design and delivery of database engineering solutions for mission-critical platforms
• Perform applications database administration services including SQL code review, performance analysis, and database application design
• Lead proof of concept efforts to evaluate and enable new technology solutions
• Establish database standards for operations, upgrades, migrations and onboarding new applications and/or clients
• Write clear, concise, well organized technical documentation

Director, Database Administration

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

• 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