skillventory - A Leading Talent Research Firm

Director

• Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales
• Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement
• Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits
• Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy
• Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment

Director, Model Portfolios

Risk

• Assessing end-to-end business processes, considering what-can-go-wrong questions to identify key risks, mitigating controls, and potential gaps
• Utilizing data analytics and other tools to assess risk, control design adequacy and effectiveness
• Demonstrating curiosity by challenging current practices and recommending improvements to mitigate risks
• Helps identify and execute initiatives to improve existing processes within the Risk team
• Working as part of a team to execute these objectives, including collaborating with the business

Risk Analyst

Systems Engineer

• Partner with Fidelity business stakeholders to understand their key business drivers and business requirements
• Gather and analyze business and functional requirements and confirm these via meaningful artifacts (Business Requirements documents, process flows, use cases, etc.)
• Perform cost-benefit analyses to ensure technology investments for the given business requirements are strategically aligned, financially sound, and deliver maximum business value
• Convert business requirements into actionable delivery plans with defined milestones and timelines
• Identify and manage risks and dependencies for planned work
• Implement delivery plans through quarterly planning and backlog management
• Manage product backlogs using collaborative tools including JIRA, Confluence, PowerPoint, Excel, and SharePoint
• Translate complex business requirements into user stories with well-defined business value and acceptance criteria
• Lead team refinement sessions to ensure stories are clear and ready for sprint planning
• Define story acceptance tests in collaboration with the team, applying Acceptance Test Driven Development principles during refinement
• Ensure the delivery meets the requirements and has passed all tests (automated and manual)
• Proactively identify opportunities for process and system improvements to extend the value delivered to your business partners
• Participate in End-to-End test activities to ensure functionality is working per the requirements

Senior Systems Analyst

Operations

• Complete daily vital activities to support Workplace Investing Defined Contribution product offerings
• Work within a dynamic team environment and independently to complete daily control activities
• Understand in detail how and why functions are performed and their relation to the overall service structure
• Work with internal and external business partners to support team processes
• Oversee investment level processing for all Defined Contribution investment offerings
• Support daily reconciliation for plan to fund for all investment products
• Build and maintain relationships with internal business partners

Plan Sponsor Operations Reconciliation Representative III

Manager

• Operates as the subject matter expert for NQ plan set-up
• Consult on best practices and preferred solutions
• Interact directly with plan sponsors
• Grow your network by working with internal groups
• Manage annual enrollment events
• Deliver positive outcomes to improve plan sponsor and participant experience

Service Delivery Manager

Consultant

• As a Plan Consultant (PC), we draft and execute Fidelity’s Pre-Approved Plan Document.
• Interpret plan provisions from outside plan documents and recognize potential issues in document and operational integrity.
• Complete the contract (Service Agreement) between the client and Fidelity.
• Analyze plan documents to determine compatibility with Fidelity's Pre-Approved Plan Document, identifying IRC Section 411(d)(6) protected benefits, and ensuring that plan documents have been timely amended and updated for required law and regulation changes.
• Review plan provisions as well as Fidelity services with employers (and consultants or attorneys, if they have one) to facilitate the selection of plan features.
• Draft, negotiate, and finalize the creation of the Pre-Approved Adoption Agreement and Service Agreement.
• Communicate within the department and to appropriate business partners project progress, issues, and accomplishments.
• Review and negotiate document exceptions to the Fidelity Pre-Approved Plan Document.
• Negotiate service exceptions including modifications to the terms of the contract (Service Agreement).
• Sign documents on behalf of FMTC and Fidelity Workplace Services.
• Participate in process improvement and companywide initiatives.

Plan Consultant

Product Designer

• Lead definition of the design work and deliver business outcomes across multiple product teams, with minimal guidance and coaching
• Partner with the product owner to help inform product strategy
• Work across the organization to drive consistent customer experiences
• Contribute to the culture of the UXD group
• Coach and mentor junior designers across the group
• Provide design and product thought leadership

Principal User Experience Designer

• leads an expansive team that includes Consultant Relations, National Accounts and Home Office engagement
• responsible for developing and executing the firm’s consultant engagement strategy within the retirement and workplace benefits marketplace
• focuses on building strong relationships with consultants, advisors and home offices who advise plan sponsors
• requires strategic leadership, deep knowledge of the marketplace and retirement business
• collaborates across a large and complex business
• supports efforts across sales, relationship management, and product
• contributes valuable insight to help influence strategy

Head of Consultant Relations

Financial Planning and Analysis

• Engaging effectively with the business and applying data to identify risks, provide guidance, conduct risk assessments, and perform testing activities
• Continuously analyzing and assessing the risk profile of the business
• Helping to advance data analytics strategies and use of digital technologies to support risk assessments and activities
• Collaborating across the Risk team and the Legal, Risk and Compliance group to optimize the Risk Management support provided to the business and advance the effectiveness of the program

Senior Risk Manager – Finance Risk

• Leads, influences, and motivates colleagues without formal authority
• Owns several initiatives at once and able to work independently to complete tasks in high-quality, timely manner
• Synthesizes complex data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way
• Actively participates in defining requirements and expectations to help inform product strategy and roadmap
• Work and acts independently, multi-tasks, influences others, and maintains a positive can-do demeanor

Consultant, Retirement Offerings

Sales

• Play a pivotal role in driving growth and delivering an exceptional client experience
• Lead a team of 10 Sales Strategist Case Managers
• Manage work assignments and serve as a key escalation point for Sales and Implementation leaders
• Implement strategies that enhance quality, efficiency, and revenue
• Ensure flawless execution of services and operations
• Consult available fund options and confirm fund lineups with Sales, advisors, and plan sponsors
• Create the best possible onboarding experience for clients

Director, Core Sales Delivery

Human Resources

• The HR Senior Manager partners with Brokerage Platform Technology and Brokerage Capabilities leaders to advance the Fidelity Wealth and FBSI platform strategy.
• This role leads and executes human capital initiatives across staffing, compensation, talent management, performance, engagement, development, and inclusion.
• The position serves as a trusted advisor to leaders, enabling the effective design and delivery of people practices that support business outcomes.
• Develop and deliver human capital programs and initiatives aligned to business and enterprise strategies.
• Partner with Compensation to ensure alignment with compensation philosophies and practices.
• Integrate performance and business management processes to align goals, rewards, and accountability.
• Assess organizational effectiveness and recommend solutions to support business strategy.
• Leverage data, metrics, and people analytics to drive talent and organizational decisions.

Senior Manager, Human Resources

Account Manager

• responsible for building, maintaining and growing strong and committed client relationships with key decision makers
• consultative role requiring a clear understanding of the business needs and relevant challenges of each client
• engage key decision makers and advisors to develop a deeper understanding of client needs and opportunities
• maintain proactive awareness of changes in the client's business, their competition, industry, and marketplace
• responsible for external business planning and service reviews to ensure understanding of client's goals and objectives
• works with consultants on inbound inquiries, plan sponsor presentations, and plan design

VP, Managing Director – 401K Relationship Manager

• Collaborating with business stakeholders to gather and analyze business and functional requirements and confirm these via meaningful artifacts (Business Requirements documents, process flows, use cases, etc.)
• Performing cost-benefit analyses to ensure technology investments for the given business requirements are strategically aligned, financially sound, and deliver maximum business value
• Converting business requirements into actionable delivery plans with defined milestones and timelines
• Identifying and managing risks and dependencies for planned work
• Implementing delivery plans through quarterly planning and backlog management
• Managing product backlogs using collaborative tools including JIRA, Confluence, PowerPoint, Excel, and SharePoint
• Translating complex business requirements into user stories with well-defined business value and acceptance criteria
• Leading team refinement sessions to ensure stories are clear and ready for sprint planning
• Defining story acceptance tests in collaboration with the team, applying Acceptance Test Driven Development (ATDD) principles during refinement
• Ownership of user story sign-off, ensuring the delivery meets the requirements and has passed all tests (automated and manual)
• Proactively identifying opportunities for process and system improvements to extend the value delivered to your business partners
• Participation in End-to-End test activities to ensure functionality is working per the requirements

• Serve as a key ambassador for Fidelity’s customer protection program
• Deliver compelling presentations to clients, advisors, and industry audiences on cybersecurity, fraud, privacy, and AI
• Build trusted relationships with senior stakeholders to drive program adoption
• Represent Fidelity in external forums and webinars
• Lead the design, implementation, and ongoing enhancement of program offerings

Director, Model Portfolios

Risk Analyst

Senior Systems Analyst

Plan Sponsor Operations Reconciliation Representative III

Service Delivery Manager

Plan Consultant

Principal User Experience Designer

Head of Consultant Relations

Senior Risk Manager – Finance Risk

Consultant, Retirement Offerings

Director, Core Sales Delivery

Senior Manager, Human Resources

VP, Managing Director – 401K Relationship Manager

Senior Systems Analyst

Director, Technology Risk