skillventory - A Leading Talent Research Firm

Business Development Rep

• drive relationships and sales within our key strategic wirehouse firms
• spend the majority of time with COIs, large complexes and branches, private wealth teams and Regional Directors
• drive thought leadership, practice management, capital markets and investment perspectives
• collaborate with our Relationship Management team and internal partners
• lead to more relationships, stronger relationships, and sales growth across all areas of investment product

Business Development Director

Strategy

• Delivering enterprise thought leadership, strategic partnership, process improvements, and analysis expertise across product management, engineering and architecture teams to ensure we are creating and providing the maximum value.
• Providing strategic and programmatic technical guidance across teams and business units to relay expectations and guidelines to manage timelines and deliverables.
• Working closely with business and technical leaders, product managers, and development teams to advance program agendas that provide executive visibility, transparency, and alignment.
• Maintaining a strong focus on continuous improvement to provide new and enhanced opportunities for alignment, future direction, and optimization across multiple Business Units.
• Influencing others to align to new or evolving standards, best practices, and process improvements.
• Designing key inputs and outputs of people and processes for existing and new routines such as QTR, MYP, QBR, Quarterly Plannings, etc.
• Delivering clear, concise, executive-level reporting, communications, and documentation to address risks and issues.

Vice President, Strategic Initiatives Lead

Financial Planning and Analysis

• Prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards
• Participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures
• Interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners

Senior Manager, Alternative Investments, Shareholder Reporting

• Director, Engineering – Leader within Corporate Services Technology, supporting Accounting.
• Directly manage software engineers and work closely with teams to design, build, integrate, and operate solutions.
• Partner with Accounting leadership, architects, and vendors.
• Deliver high-quality Accounting technology platforms built on modern engineering practices.

Director, Engineering – Finance

Manager

• Support divisional business needs, while maintaining a client first mentality.
• Drive high satisfaction, quality and efficiency for both the client and Fidelity.
• Deliver outstanding results quickly and efficiently, utilizing effective time management skills.
• Drive innovation through curiosity and comprehensive understanding of business processes and challenges.
• Bringing energy to your role every day.
• Assist and advise business partners on trade related operational workflows.
• Ownership of client needs regarding service and problem resolution issues, with clear responsibility to call out issues as appropriate within the team.
• Actively participate in meetings and process improvement initiatives.
• Able to interact with all levels of management and business partners.

Trade Service Manager – Wealth Client Experience

Crypto

• Support the Fidelity Fund & Investment Operations (FFIO) Digital Assets Product Area delivery team and will help to enable the delivery of a foundational Digital Assets operating model and platform by providing critical digital subject matter expertise and context around cryptocurrencies, tokenized products, and blockchain technology.
• Act as the primary interface between business practitioners, customers, and product delivery teams while applying best-in-class business analysis tools, techniques, and methodologies.
• Contribute to initiatives with diverse scope and complexity, ranging from fund accounting to trade operations to fund administration.

Principal Analyst, Fund Operations – Digital Assets

• Own the product lifecycle from ideation to launch and beyond, defining the 'what', 'why', and 'how' for new offerings
• Cover a broad range of opportunities across the Fidelity Digital Assets℠ platform, including design and launch of new product offerings, build and scale core blockchain/wallet capabilities, and designing new user experiences across multiple channels
• Develop business cases for new product offerings, including considerations for commercial value, operations and technology requirements, and compliance with regulations
• Interact directly with our clients and industry partners to deeply understand the market
• Collaborate with internal business partners across technology, risk, compliance, legal, operations and service teams to drive pivotal initiatives and influence the enterprise’s digital assets strategy

Director, Product Strategy – Digital Assets

• Drive the Strategy to Execution Engine for Client Engagement Group by translating strategic priorities into actionable plans
• Align teams around shared objectives
• Drive execution of critical initiatives to achieve long-term growth and impact
• Lead development of CEG’s strategic planning process and long-range business planning
• Translate enterprise priorities into clear, actionable plans that support growth, innovation and operational excellence
• Partner with competitive insights team to conduct market analysis, competitive assessment, and evaluation of overall performance
• Oversee high-priority initiatives and cross-functional projects
• Establish governance structures, timelines, and accountability measures
• Drive organizational change management and fundraising improvement initiatives
• Partner with senior leaders across CEG to align priorities and drive enterprise outcomes
• Lead CEG’s operating cadence (business reviews, leadership forums, offsites)
• Present strategic recommendations to senior leadership

VP, Strategic Planning – Client Engagement

Director

• responsible for business development and overall service delivery of data consulting services to the client
• communicate directly with clients as well as participate in project status meetings with the Consultant
• work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them
• accountable for program management of the client assignment working in a deadline-oriented environment
• build, manage and expand client relationships by delivering a superior level of customer satisfaction with every engagement
• lead the creation and delivery of value-add proposal to the client
• ensure project team members deliver realistic project plans including scope, duration and effort
• provide oversight to the program to ensure it is tracking to the strategy, plan and budget
• identify risk areas and lead team to appropriate solutions when obstacles are encountered
• identify, define, obtain, digest and apply client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization

Director, Defined Contribution Senior Consultant

Frontend Engineer

• Design and build modern, high-performance front-end applications
• Collaborate closely with UX designers, product owners, and backend engineers
• Shape front-end architecture and contribute to the technical roadmap for the contact center UI ecosystem

Senior Frontend Engineer – Contact Center Core, React, Next.js

Financial Crime

• Collaborate with data scientists, fraud strategists, and business stakeholders to support and enhance real-time fraud detection strategies.
• Analyze complex datasets to detect patterns and trends related to account takeover and scam-related fraud.
• Use Python, SQL, and other analytical tools to extract actionable insights from large volumes of data.
• Evaluate and optimize vendor and internal tools to improve detection of fraudulent behaviors across digital experiences.
• Support anomaly detection efforts to identify organized fraud rings and coordinated attacks.
• Communicate findings clearly to influence stakeholders and guide fraud prevention strategies.
• Partner with cross-functional teams to develop and refine fraud detection models, dashboards, and reporting tools.
• Contribute to the continuous improvement of fraud analytics capabilities and operational effectiveness.

Senior Manager, Fraud Detection and Analytics

Recruitment

• lead executive search strategy for high-impact roles
• partner closely with senior leaders to define talent needs, assess market dynamics, and deliver exceptional hiring outcomes
• drive a rigorous, insight-led search process
• ensure a highly differentiated candidate and stakeholder experience
• operate at both a strategic and executional level owning complex searches end-to-end
• influence leadership decisions through data, judgment, and market expertise
• help develop and execute executive search strategies that result in the placement of high-impact leaders in critical roles across the enterprise
• build and sustain diverse, future-ready leadership pipelines aligned to business priorities and succession needs
• leverage market intelligence to advise hiring strategy

Senior Manager, Executive Talent Acquisition Partner

Project Manager

• Lead the onboarding of new Banks, Trust Departments and Registered Investment Advisors (RIAs) as they join Fidelity.
• Support existing advisors transitioning business to the FIWMS platform.
• Drive mid- to large-scale implementation projects, coordinating stakeholders and delivering a world-class onboarding journey.
• Take full ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.
• Design and execute tailored asset-conversion plans for new FIWMS clients—analyzing source platforms and defining the most effective conversion paths.
• Lead the client experience from start to finish, establishing clear expectations and delivering a smooth, high-quality onboarding journey.
• Act as a trusted liaison, coordinating across FIWMS teams to troubleshoot and resolve client issues quickly and effectively.
• Provide hands-on support for client needs, including account setup, asset transfers, account maintenance, and service escalation.
• Evaluate client operating models to align with FIWMS policies, recommending enhancements and negotiating workable solutions.
• Lead mid- to large-scale projects with varying degrees of complexity, including onsite support for advisor breakaways and book-of-business conversions.

Senior Manager, Implementation Project Manager – Wealth Client Experience

• define and lead the architectural vision across custody, trading, and wallet platforms
• lead a high-performing team of architects and partner closely with engineering, product, and business stakeholders
• align architectural direction with product strategy and deliver a resilient, secure, and scalable digital assets platform
• set standards and guide key design decisions
• operate as a true player-coach, diving into complex technical challenges, unblocking critical paths, and helping resolve architectural and system design issues
• bring a strong sense of ownership for resiliency, availability, and customer impact, stepping in during critical production issues
• mentor and develop a team of high-skilled architects while fostering a culture of engineering excellence, technical rigor, and pragmatic innovation

Head of Architecture, Digital Assets

Program Manager

• Delivering large, complex programs and workstreams
• Developing and driving the program’s execution
• Facilitating effective planning
• Working with leaders to facilitate scope of work and prioritization
• Developing program roadmaps and coordinating release plans
• Managing dependencies, risks, and impediments for the program and escalating when needed
• Facilitating strategic and tactical discussions as needed to achieve commitments and outcomes
• Collaborating across multiple levels of the organization
• Creating executive level communication for internal updates, effectively communicating complex ideas and providing recommendations when needed