Director, Testing & Reporting Services

skillventory - A Leading Talent Research Firm

Director of Testing & Reporting Services at Fidelity Investments leading TRS production team for compliance activities. Ensuring client service and operational excellence in defined contribution plans.

Posted 6/12/2026full-timeWestlake • Kentucky, Texas • 🇺🇸 United StatesLeadWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

leadershipteam managementclient relationship managementcommunication

Industry Keywords

defined contribution plansERISADOL regulationsIRS regulationscompliance activitiesoperations management

About the role

Key responsibilities & impact

Lead a TRS production team
Support annual compliance activities for Workplace Investing defined contribution plans
Partner with Client Relationship Management and Client Service Managers

Requirements

What you’ll need

Bachelor’s Degree is required
8 plus years’ experience managing operations teams
Strong understanding of defined contribution plan ERISA, DOL and IRS regulations

Benefits

Comp & perks

Outstanding client service
Operational excellence
Employee engagement and growth