skillventory - A Leading Talent Research Firm

Software Engineer

• provide infrastructure support leadership for the CICS Transaction Server and Data Replication support role
• responsible for designing, implementing, and maintaining technical infrastructures while providing technical direction and leadership to the team and business partners
• provision and maintain CICS transaction servers, VSAM data replication, and disaster recovery on z/OS platforms in support of business applications

Principal CICS Systems Programmer

Client Services Representative

• Respond to client phone calls and emails related to participant-level issues
• For Team-Based CSM clients, submit projects for plan-level changes/enhancements
• Provide PSW/SCP training and support to clients
• Collaborate with internal business partners to ensure that client requests and escalations are responded to timely
• Respond timely to internal requests
• Point of escalation for operational issues and service recovery efforts
• Obtain formal direction from client from proper authorized requestor as required
• Provides education/training on service changes
• Review changes to ensure they were made according to request
• Consult with clients regarding legal ramification of not complying with NDT results
• Assist with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)
• Serves as operational consultant during client onboarding for new Implementations and corporate actions
• Responsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changes

Client Service Manager

Project Manager

• Serving as the primary day-to-day contact for clients during onboarding, guiding them through platform transition activities
• Coordinating tasks across Operations, Product, Technology, Legal, and other internal partners
• Managing project documentation and ensuring accuracy, compliance, and adherence to Fidelity standards
• Providing regular status reporting to stakeholders on progress, milestones, issues, and risks
• Supporting a consistent and positive onboarding experience that establishes a strong foundation for long-term client satisfaction
• Contributing to team knowledge-sharing, process improvements, and best-practice adoption

Senior Implementation Project Manager – Stock Plan Services

Financial Planning and Analysis

• Facilitate private equity transactions throughout the investment process from initial investment approval to security settlement
• Ensure final deal documents are accurate and complete
• Support operational aspects of credit line management including coordination of credit line draws, monitoring of credit line capacity and anticipated investment activity, and credit line repayment via capital calls
• Document and maintain procedures; compile and disseminate monthly reporting
• Monitor private placement exposures by fund; field requests for data from other internal groups including senior management
• Cultivate partnerships with our teams, including Trading, Legal, Compliance, Treasurer’s Office, Investment Professionals, Trade Settlements, Corporate Actions, Alternative Accounting, Corporate Treasury, and Operations Services Group.

Senior Analyst, Private Equity Investments

Ecommerce

• Lead the transformation of digital experiences
• Design highly scalable digital solutions
• Work closely with engineering teams and product owners to influence roadmaps
• Deliver innovative solutions and contribute to ongoing digital transformation efforts

Digital Experience Architect

Director

• Help merge systematic trading and analytics products
• Create a platform for clients to navigate and execute in markets
• Improve trading algorithms for best execution
• Build and deploy machine learning models
• Conduct performance reviews and validate models
• Stay informed on market structure and optimize liquidity sources
• Create tools and simulations for process streamlining
• Collaborate with teams to improve product offering

Director, Systematic Trading, Quant

Vice President

• Serve as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors
• Deliver point-in-time estate planning guidance and education or lead comprehensive financial and estate planning engagements
• Collaborate with the Advanced Planning team both virtually and in-person to maintain and increase the collective impact on the clients
• Support advanced planning client engagements throughout a geographic region

VP, Advanced Planning

Bilingual

• Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion
• Present and communicate to our plan participants in various mediums and timeframes – 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings
• Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience
• Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records
• Strict adherence to business unit compliance requirements
• An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy
• Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours
• Conduct triage 1 on 1 appointments with Plan Participants – triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution

Education Consultant I – Bilingual in English & Spanish

Accounting Manager

• Provide strategic leadership across assigned accounting teams, overseeing all aspects of daily operations and key initiatives.
• Collaborate closely with stakeholders across Accounting, Pricing, and broader business units, operating with a high degree of autonomy and engaging regularly with senior leaders across Fidelity Funds and Investment Operations (FFIO).
• Drive support of critical deliverables through evaluating business and product performance, providing insight into value delivered, cost, and improvement opportunities.
• Oversee the Derivative Accounting team, responsible for the centralized processing of all derivative-related activities, including reconciliations, resets, life cycle event management, and support for onboarding new instruments.

Director, Fund Accounting – Alternative Accounting Team

Procurement

• Lead sourcing, negotiations, contracting, and procurement processes across Fidelity’s business divisions
• Work strategically to secure optimal pricing and terms
• Mitigate risk and partner closely with internal stakeholders and suppliers to drive scale and efficiency
• Collaborate with product managers, contract managers, vendor managers, and finance teams

Sourcing Specialist

Analyst

• managing the manual and non-automated calculations for multiple Defined Benefit (DB) clients
• business reporting, adhering to contractual obligations
• facilitating internal scale & efficiency initiatives for your assigned clients
• owning many aspects of peer review and final approval
• supporting the COE’s interests in collaborating with cross product/functional subject matter experts
• solving problems and making decisions based on trends, issues, and business drivers

Senior Retirement Analyst, Center of Excellence

• Lead a team of analysts supporting alternative products.
• Oversee a staff of associates performing accounting and pricing functions.
• Act as the primary contact for daily operational needs.
• Provide leadership and support in collaboration with other associates within the business unit.
• Provide divisional level support for risk management, operational strategy, systems improvement prioritization, and more.
• Collaborate with management to recommend changes to systems, processes, and responsibilities as needed.
• Monitor key performance indicators to address factors affecting customer experience.
• Ensure compliance with Fidelity and regulatory guidelines.

Senior Manager, Alternative Accounting

• Developing & delivering a portfolio of large, complex investment analysis, business cases and plans
• Developing solutions options and recommendations in partnership with Enterprise Technology (ET) Architecture to meet domain and/or BU KPIs
• Maintaining and executing buy versus build assessments
• Facilitating effective investment planning in partnership with our program office
• Working with product leaders to facilitate scope of work and prioritization
• Developing investment roadmaps and investment/resource optionality
• Managing dependencies, risks, and impediments and escalating when needed
• Collaborating across multiple levels of the organization
• Creating executive level communication for internal updates, effectively communicating complex ideas and providing recommendations when needed

VP, Business Architecture – Investment Decisioning

Network Engineer

• Manage and Design Fidelity DDI infrastructure, on-prem and at CSPs
• Team automation SME
• Resolve complex issues related to DDI environments (on-call rotation)
• Documentation of complex technologies and topologies based on security-based practices
• Management of the life cycle for various technologies within the space (includes vendor management)
• Work closely with all EI divisions to ensure 24x7 availability Network Services
• Assisting in troubleshooting network issues
• Member of 3rd level engineering critical issue on-call rotation

Principal Network Engineer – DDI and Automation

Account Manager

• develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery
• primary contact for the client and works in a team structure
• leading, educating, resolving client issues, establishing relationships, and meeting the needs of both Plan Sponsors and Advisors
• differentiating Fidelity's benefits approach against competitive benefit solutions
• facilitating discussions with clients regarding legal, regulatory, and design issues across the plan
• analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor