skillventory - A Leading Talent Research Firm

Project Manager

• Lead and provide strategic and program management support for key AM Investment Services initiatives
• Work on a wide array of cross-functional projects across multiple business units
• Navigate the organization, build strong working relationships with key business stakeholders
• Deliver executive-level presentations to senior management

Senior Manager, Project Management – Strategic Initiatives

Backend Engineer

• Design, implement, and manage enterprise-grade storage solutions that support business-critical workloads across the firm’s financial services
• Collaborate with team of technical engineers responsible for distributed block storage infrastructure
• Ensure secure, highly available storage services for critical applications
• Manage lifecycle of multiple vendor block storage platforms
• Perform hardware break/fix, firmware updates, and capacity management
• Certify new capabilities through regression testing
• Managing SAN infrastructure supporting large physical and virtual server environments

Principal Storage Engineer

Program Manager

• Support the management of Fidelity’s High Risk Roles Program, including the annual identification of associates subject to the program requirements
• Oversee the facilitation of enhanced in-service background reviews of these associates
• Evaluate new and existing application access for program applicability
• Collaborate with colleagues from Risk, Background Investigations, Human Resources, Legal, and the Business on program-related matters
• Produce executive level reporting and presentations, including committee meeting materials
• Continuously enhance procedures to ensure effective and efficient implementation of the High Risk Roles Program
• Maintain and update the program dashboards using Tableau, Alteryx, SQL and identify ways to drive efficiency and automation

Senior Manager, Risk Program Management

Software Engineer

• Design, build, enhance, and support a comprehensive Systematic Alternatives portfolio construction and Management System
• Hands-on development collaborating with quantitative researchers, software engineers, and quantitative developers

Principal Quant Developer

Financial Planning and Analysis

• Deliver rewarding interactions with clients
• Partner and contribute to branch success by identifying opportunities
• Offer support to Fidelity’s clients daily
• Act as a technology champion for the branch

Financial Services Representative

Security Analyst

• Maintain and enhance the organization’s data security posture across both cloud and on-premises environments.
• Contribute to strengthening protection around sensitive information ensuring that data‑centric security remains foundational across the enterprise.
• Support compliance with evolving data privacy and security regulations, reducing organizational risk and building trust with stakeholders.
• Align cybersecurity practices with business needs and regulatory expectations to promote a strong governance culture.
• Foster greater adoption of data protection best practices by partnering with teams across the organization, reinforcing a consistent and proactive security mindset.

Cybersecurity Analyst – Data Protection

Product Manager

• Understanding the needs and problems of our customers, by partnering with our customer research team to conduct surveys, interviews, and focus group
• Evaluating the competitive landscape to understand potential differentiation
• Driving and supporting key aspects of the development life cycle, including requirements, UX design, API development, testing of end to end customer experiences
• Performing business testing on new functionality, operational processes, and end user experience. Also, participates in/leading readiness and rollout activities related to production releases.
• Navigate multiple partners and processes to simplify communications and client engagement experiences while maintaining compliance and regulatory standards.
• This includes working with our outside vendor that issues the credit card and provides front line customer service.
• Ability to find opportunities for innovation and taking thoughtful risks to get the work done better and faster by cultivating positive relationships working collaboratively across Fidelity to deliver business outcomes.

Senior Product Manager, Credit Cards

Business Analyst

• Work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support critical product capabilities across the TEM ecosystem.
• Translate complex business needs into clear, actionable requirements and partner closely across Product, Distribution, Technology, and Operations.
• Lead end-to-end business analysis across multi-team epics and sub-initiatives.
• Drive discovery, define current/future states, and deliver high-quality user stories and acceptance criteria.

Consultant, Business Analyst – Tax Exempt Market

• Support customers with increasing complexity to develop and hone your skills
• Answer questions about account balances
• Make withdrawals
• Transfer funds
• Identify resources
• Place trades
• Work from home and spend one day per week in the Investor Center

Security Engineer

• Lead in the creation of cyber risk analyses pertaining to ECS.
• Understand current and emerging cybersecurity risks and determine key risk scenarios for the ECS Product Areas.
• Conduct Product Area risk / threat modeling sessions to prioritize top risks (Quarterly).
• Advise on backlog prioritization based on risk (Quarterly).
• Advise on both exceptions and audit finding risk levels to drive down the number of exceptions and accurately risk rate audit findings.
• Quantify cyber risk and present analyses that will allow senior management to make informed decisions based on resulting risk data.
• Provide data input into the ECS Heat Map Team.
• Work with Product Area/Squad leaders to drive lasting security decisions which will substantially mitigate Fidelity’s cyber risk.
• Evaluate multiple sources, reports, industry trends to compare risk related findings to existing ECS policies and uncover gaps and opportunities for process improvement.
• Determine what, who, and where changes are warranted to close gaps, working with appropriate contacts to draft policy enhancement ensuring continued progress.

Director, Cybersecurity Risk

Client Services Representative

• Be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for family office clients
• Support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team
• Focus on client satisfaction with specific attention to client service and relationship management
• Proactively manage client issues and resolve problems in a timely and accurate manner

Client Service Manager II – Wealth Client Experience

Vice President

• Provide dedicated coverage and relationship management for TPAs firms in the East sales region.
• Educate and support TPA firms as we further collaborate with TPAs for solutions with Fidelity’s products.
• Collaborate with service teams to drive retention and growth across Core Market.
• Contribute to the evolution of our TPA program by identifying opportunities for efficiency, deeper collaboration, and scalable success.

VP, Regional TPA Consultant

• Provisioning, maintaining, and enhancing CICS transaction server infrastructures on z/OS platforms
• Designing, implementing, and maintaining technical infrastructures while providing technical direction and leadership to the team and business partners
• Advising management and peers on technical strategy and solutions
• Working across groups to identify opportunities for organization-wide technology initiatives

Principal CICS Systems Programmer

• Responsible for delivering accurate financial insights to Finance and Technology leadership
• Analyze various aspects of technology spend and portfolio
• Identify opportunities to optimize spend and help decision-making through a consultative approach
• Engage actively with other Analytics and Data groups across Finance and Technology organizations

Senior Manager, Finance Insights, Analytics

Account Manager

• responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C-suite executives at a set of Fidelity’s institutional clients
• leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs
• designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives
• appropriately positioning products and solutions that will help the client achieve their overall benefits goals
• responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business

Senior Manager, Project Management – Strategic Initiatives

Principal Storage Engineer

Senior Manager, Risk Program Management

Principal Quant Developer

Financial Services Representative

Cybersecurity Analyst – Data Protection

Senior Product Manager, Credit Cards

Consultant, Business Analyst – Tax Exempt Market

Financial Services Representative

Director, Cybersecurity Risk

Client Service Manager II – Wealth Client Experience

VP, Regional TPA Consultant

Principal CICS Systems Programmer

Senior Manager, Finance Insights, Analytics

VP, Managing Director – 401K Relationship Manager