skillventory - A Leading Talent Research Firm

Operations

• Support cross-functional operating model change and transformation
• Analyze data and design, develop, and deploy practical solutions
• Collaborate with business leaders to observe operations

Director, Process Improvement

Manager

• At Institutional Wealth Management Services (IWMS), we help financial advisors thrive through client‑focused expertise, industry‑leading financial solutions, and flexible technology.
• This role supports Banking Money Movement and is instrumental in delivering new and evolving products that enhance the client experience.
• The position partners closely with product leads, internal stakeholders and clients to identify opportunities, understand complex business and client needs, and collaborate on building impactful solutions.
• Success in this role requires navigating complex and sometimes ambiguous processes, making sound decisions with evolving information, and managing work across multiple interdependent partner teams while maintaining accuracy, accountability, and momentum under tight timelines.
• There are three primary principles of being a great Senior Manager, Business Analysis:
• Strategy: Understanding the problem or the 'why,' partnering with Product Leaders to explore future capabilities, and aligning near- and long-term roadmap decisions to the broader mission and product vision.
• Execution: Driving work within your team, internal partners teams, and external partners to achieve a common goal.
• Business Readiness: How you drive your product to launch, gaining adoption and supporting it after launch.

Senior Manager, Business Analysis

Data Analyst

• Influence and contribute to the design and development of data services in support of ECAH.
• Define user stories and validate the impact of changes to datasets and data models.
• Break up complex work into digestible work elements with knowledge of agile methodologies.
• Navigate integrated enterprise data and work across multi-functional teams.

Principal Data Analyst

Account Manager

• Responsible for managing a book of business of defined contribution.
• Primary contact for the client and works in a team to manage, educate, and resolve client issues.
• Build relationships and meet the needs of Plan Sponsors.
• Actively facilitates Investment Review meetings.
• Collaborates closely with Investment to create effective investment strategies and develop solutions that benefit clients/Fidelity.
• Assists Plan Sponsors with plan corrections, resolving operational defects, providing plan and participant literature, and contribution inquiries.

Director – 401K Relationship Manager

Business Operations

• Analyzing and driving improvements across people, process, technology, and governance
• Collaborating with business leaders at all levels and their teams to analyze and assess processes
• Designing, developing, and deploying solutions
• Conducting data analysis and supporting business operations teams to implement changes
• Communicating problem framing, current/future state, and recommendations to leadership at all levels

Senior Manager, Business Process Improvement

Full-stack Engineer

• Drive the design and development of modular, reusable front-end components in Angular
• Define and execute on tech vision in consultation with architecture, engineering and product leadership
• Leads the creation and maintenance of engineering standards to ensure relevance and innovation
• Architect and implement robust back-end services using Python, EKS, and AWS
• Champion standard processes in modular application design, including micro-frontends, shared libraries, and integration patterns
• Mentors agile teams including developers, testers and analysts

Director, Full Stack Engineer

Financial Planning and Analysis

• Drive the overall B2B marketing strategy and plan for this part of the business; plan alongside our broader WI marketing team, the product partners, and the client engagement group to evangelize our plans and ensure proper prioritization across the business each quarter
• Function as a subject matter expert to translate PP&A business goals to sound marketing practices; work across WI marketing to ensure collaboration & alignment
• Build compelling stories and journeys to demonstrate to Plan Sponsor clients and their employees how this product can contribute to their company’s goals and employee’s satisfaction
• Lead product positioning, value prop creation, and content strategy
• Partner with our digital channel, performance marketing and web teams to design, test and evolve creative lead gen and lead nurturing tactics; Conceptualize and execute multi-channel B2B campaigns, ensuring the alignment of communications and messaging across all channels
• Partner with Product and Organizational Readiness to execute go-to-market strategies
• Partner with product, sales and relationship management teams to craft supporting collateral that best position these products to clients and prospects
• Identify, analyze, and report on success metrics and quickly pivot based on results; Drive client engagement and retention by delivering on strategies that reinforce product value across consultants, existing PP&A clients, and client-facing teams
• Support your direct reports’ efforts as well as work across the Financial Help & Advice team, as needed, to drive positive business outcomes and successful marketing efforts

Director, Employer Marketing – Financial Help & Advice

Security Engineer

• Define and drive secure, end-to-end technology strategies that protect customer interactions across workplace products and platforms
• Enhance the security posture, address emerging threats, and deliver scalable, standards-based solutions across identity, authentication, authorization, fraud mitigation, and data privacy
• Provide technical vision and leadership for complex, multi-year initiatives, influencing product roadmaps
• Guide the secure integration of APIs and digital experiences, and align with enterprise security blueprints
• Advance Fidelity’s cybersecurity innovation, reduce complexity, and strengthen customer protection

VP, Security Architecture

Architect

• Lead a team of talented architects supporting product and engineering teams.
• Provide leadership, coaching, and guidance to enable partnership with product and engineering on roadmaps.
• Provide end-to-end architecture and support implementation.
• Represent WI with vendors, external partners, enterprise technology and other business units.
• Collaborate with product and engineering leads and senior management on product and delivery requirements, roadmaps, and vision.

VP, Architecture

Program Manager

• The Program Manager (PM) role within Compliance Platform Strategy is crucial in enabling Corporate Services Technology (CST) to continuously modernize, consolidate and digitize technology solutions and provide an enhanced user experience to Fidelity associates!
• The PM will analyze complex business components to identify operational, financial, technological or improvement opportunities.
• The PM serves as a leader and liaison between cross-functional teams.

Backend Engineer

• As a Principal Software Engineer on the DeFi Yield Gen Platform team, you’ll get the opportunity to develop your skills and collaborate with engineers across Fidelity in a fun and dynamic environment.
• You will work closely with technical leaders and Architects to build a secure crypto yield generation platform utilizing modern software development practices.
• As a senior member of the team, you will mentor engineers on the best practices for Software development.

Principal Software Engineer, RUST, AWS, Docker, Kubernetes

Vice President

• functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Benefits Planning Consultants (BPCs)
• responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth
• work closely with their team to address a broad set of plan sponsor and Executive needs
• ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge
• ensure compliance with investment industry policies, procedures and processes related to regulatory, compliance, and audit requirements
• report to and work collaboratively with the Regional Head within the Fidelity Workplace Wealth Planning Group

Regional Vice President, Executive Service

• Deliver accurate, high-quality financial analysis and portfolio insights; serve as a trusted advisor on finance-related matters and influence portfolio and demand management decisions.
• Strengthen analytical rigor by establishing portfolio performance frameworks, developing investment theses, and leading end-to-end business case development.
• Drive clear attribution of value across technology initiatives through consistent measurement of outcomes, ROI, and resource effectiveness.
• Lead strategic planning, portfolio reviews, and full lifecycle business case management, including governance and controls.
• Partner closely with Finance VPs, Product, Platform, Engineering, and Data leaders, as well as Centers of Excellence (Tech Finance, Portfolio Costing), to support investment planning, forecasting, and value realization.
• Enable outcome-oriented decision-making by translating complex financial and portfolio data into clear, actionable insights for senior leadership.
• Build and maintain robust portfolio measurement frameworks to evaluate investment performance, delivery timing, and value realization.
• Design scalable, repeatable reporting structures that provide transparency from initiative-level execution through enterprise-wide views.
• Evaluate active and completed initiatives to identify value drivers and optimization opportunities.
• Mentor and develop a team of analysts, strengthening team capabilities, prioritization, and overall performance.

Director, Finance

Data Engineer

• Lead the design and delivery of database engineering solutions
• Perform applications database administration services including SQL code review, performance analysis, and database application design
• Establish database standards for operations, upgrades, migrations and onboarding new applications
• Interface with enterprise teams for Systems Administrators, Cyber Security and Capacity Planning groups
• Write clear, concise, well organized technical documentation to maintain standards and procedures

Principal Data Engineer

• Assessing critical vendors and identifying potential risks
• Evaluating how services can continue or recover during vendor disruptions
• Reviewing vendor continuity plans and providing thoughtful feedback
• Developing response playbooks that outline clear actions and escalation paths
• Leading exercises that test readiness and strengthen response capabilities
• Partnering with stakeholders to address gaps and improve resilience strategies
• Sharing insights and recommendations with senior leaders