skillventory - A Leading Talent Research Firm

Client Services Representative

• You will be the primary Fidelity client service contact for Defined Contribution and Workplace Benefits for some of Fidelity’s largest institutional clients.
• Collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients.
• Work closely with specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.
• Handle day-to-day record keeping for a defined set of strategic market clients, representing $10-$20 billion record keeping assets.
• Generate new points of view, champion bold ideas, and collaborate with more than 25 Workplace Investing and Fidelity functional business partners to define innovative solutions and implement scalable practices.
• Identify, surface, and effectively lead resolution of service issues with appropriate business partners.
• Participate in the delivery of a Client Service Management strategy to enhance the overall ecosystem, cultivate Fidelity talent, and optimize the plan sponsor experience.

Senior/Director, Client Service Manager

Administration

• Assisting Trust Officers by engaging in all facets of administration for assigned trust relationships
• Processing money movement and other administrative services
• Assisting with managing client expectations
• Collaborating with team members to meet the financial needs of trust beneficiaries
• Managing risk by monitoring trust activity and ensuring policy and procedures are followed
• Increasing client satisfaction through accurate and proactive account management

Trust Administrator

Compliance

• support both sanctions alert management, investigations, program management, and sanctions screening technology
• draft, configure, and maintain sanctions screening rules and parameters
• perform end-to-end testing to confirm systems are operating as designed and aligned with regulatory expectations
• support system installations, upgrades, and deployments of sanctions screening tools
• partner with technology and data teams to identify and remediate data quality issues
• participate in user acceptance testing and regression testing for new sanctions technology initiatives
• perform and document end-to-end First- and Second-Line testing of sanctions screening models and rule changes
• review and analyze sanctions screening alert escalations across customers, accounts, transactions, and securities activity
• provide guidance on sanctions escalations and inquiries across all business lines
• escalate confirmed matches and higher-risk cases to senior sanctions advisors, Legal, or other stakeholders

Compliance Advisor, Global Sanctions

Actuary

• Provide advice to Chief Financial Officers and Human Resource Officers regarding retirement and other benefit programs
• Review and lead annual pension valuations for clients
• Handle client budgets and set expectations and deadlines
• Prepare responses to RFPs and RFIs for new prospects
• Collaborate with internal business partners to develop effective solutions

Consultant, Actuary

Ecommerce

• Lead the delivery of innovative digital capabilities for internal associates and external clients.
• Drive execution across one or more agile teams, ensuring high-quality delivery aligned with business priorities.
• Set technology standards, guide design decisions, and develop talent within your chapters.
• Partner closely with product leaders to translate strategic objectives into actionable plans and oversee end-to-end delivery of digital experiences.

Engineering Lead, Digital Experience

Product Manager

• Own the end-to-end vision and roadmap for Contact Center Modernization
• Define a 12–24 month digital-first contact center strategy
• Build a unified service experience across web, mobile, IVR, chat, email, and emerging channels
• Map end-to-end journeys and identify high-value moments for automation
• Own the backlog and roadmap for contact center capabilities
• Define and track north-star metrics
• Orchestrate go-to-market and change management

Vice President, Product Management

Account Manager

• Serve as the primary contact for a portfolio of complex clients
• Ensure seamless administration of reimbursement accounts by handling client inquiries
• Partner with internal business units and streamline processes
• Advocate for the voice of the client to ensure high service standards
• Collaborate with a team that values shared success and a positive culture

Senior Reimbursement Account Manager

Software Engineer

• Provide technical and systems support to Mainframe MQ and WAS systems
• Define and implement MQ solutions with business and technology partners
• Install, maintain, and provide 24X7 support for MQ z/OS

Principal Operating Systems Programmer

Director

• Play a central role in shaping and driving the transformation agenda for the Vendor Management organization
• Operate as a strategic thought partner, combining rigorous problem‑solving, structured planning, and executive‑level storytelling
• Translate strategy into action
• Collaborate closely with the Vice President, Vendor Strategy and key stakeholders across the firm to drive transformation
• Establish governance and operating routines, and advance strategic and operational priorities that strengthen vendor outcomes enterprise‑wide

Director, Vendor Strategy

Operations

• Ensure that all the grants, contributions and money movement transactions are accounted for and accurately recorded.
• Manage daily work through tools of Fidelity Investments.
• Lead multiple teams/functions in Texas or Salt Lake City.
• Hire, coach and mentor the managers on the team, expanding their influence and preparing them for a future across Fidelity.
• Measure success through various critical metrics, including client satisfaction, risk avoidance, improving operational scale and overall leadership of the team.
• Participate in and lead cross-functional initiatives which have significant business impact.
• Manage a budget, build a resilient staff, meet operational metrics and set the strategic and tactical roadmap for the capability.

Director, Operations

Analyst

• Provide a broad range of support functions to correspondents and registered investment advisor clients
• Work closely with other operational departments and technology personnel
• Achieve straight through processing while minimizing risk, exposure, and errors

Brokerage Analyst – Settlement Support

• The Chief Compliance Officer (CCO) is a key member of the senior leadership team, responsible for providing strategic guidance on regulatory and compliance matters.
• The CCO will develop, implement, and oversee all aspects of Green Pier’s broker-dealer compliance program.
• This role serves as a strategic partner to the business, aligning compliance frameworks with commercial objectives to enable responsible growth and innovation.
• The CCO will liaise with federal and state regulators, manage regulatory examinations, and oversee comprehensive compliance reporting to senior management.
• The role also includes leading and mentoring a team of compliance professionals.

Chief Compliance Officer

• Works with business and technology management to build an understanding of complex functions
• Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function
• Leverages audit automation tools in the evaluation of business operations and systems
• Performs audit test work including organizing and analyzing data, testing controls and documenting results
• Applies data analytics concepts, principles, and techniques to effectively identify control deficiencies
• Helps draft audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues
• Coaches and mentors more junior members including interns/ co-ops on the team
• Builds working relationships with audit teams and clients

Senior IT Audit Analyst

• Leading a team of web publishers and UX designers, developing talent, balancing workloads, and fostering a culture of craft, accountability, and continuous growth
• Building and managing digital experiences hands-on in Adobe Experience Manager, including working within AEM Assets, Content Fragments, and the author interface, and partnering with CMS developers to improve the authoring experience and increase team productivity
• Owning and presenting a clear and concise web roadmap, managing the CMS development backlog in partnership with the Director of CMS Development, and communicating prioritization decisions to stakeholders and leadership
• Overseeing UX design work and enforcing brand and content standards across both public-facing and authenticated digital properties, ensuring every experience reflects the quality and purpose of the Fidelity Charitable brand
• Driving experimentation, personalization, and conversion optimization using tools such as Adobe Target, ContentSquare, Adobe Analytics, and CDP-driven audience activation
• Partnering closely across marketing, product, compliance, and technology to translate business needs into clear web priorities and deliver meaningful digital outcomes

Director of Web Experience

Data Analyst

• Provide analytic solutions and data management services to teams in quantitative research, portfolio management, and senior leadership roles across Asset Management.
• Lead development efforts to expand and enhance the technical infrastructure and reporting capabilities associated with single security fixed income analytics, multi-factor model risk forecasting, big data analytics, and performance attribution.
• Work as an integral part of small project teams to deliver innovative data visualization and analytic tools capable of illustrating current and time series investment themes, portfolio exposures, and factors driving fund performance.
• Oversee, maintain, and provide operational support of analytic and reporting environments to ensure timely and accurate investment intelligence is delivered for use within the portfolio management process.