skillventory - A Leading Talent Research Firm

Product Manager

• accountable for the enterprise product strategy, investment direction, and business outcomes of Fidelity’s Net Worth, Cashflow, Budgeting, and Aggregation capabilities
• drive product vision, opportunity intake, prioritization, and success metrics
• ensure Fidelity delivers intuitive, data-driven financial organization experiences that increase planning readiness and client confidence
• partner closely with Engineering, Architecture, Design, Data, and Business leaders, influencing delivery and technical decisions without owning engineering execution
• measure success by portfolio-level client impact, adoption, and business outcomes

Director/VP, Product Manager, Net Worth & Cash Flow

Business Analyst

• The Senior Business Analyst combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team
• The Senior Business Analyst is a liaison for the Shareholder Reporting business team to the systems groups
• This role also includes general application support, issue documentation, project representation, and portfolio management
• Thus, the business analyst performs many sub-roles as business analyst, systems analyst, and project coordinator for the Shareholder Reporting team

Senior Business Analyst – Private Markets

Financial Planning and Analysis

• engage face-to-face with your customers, offering guidance and personalized planning
• nurture relationships with an existing client base
• support clients by providing comprehensive investment solutions and retirement plans
• effectively engage clients through personal interactions

Financial Consultant

Data Analyst

• The Manager, Compensation Data and Analytics works in the Corporate Compensation team and assists with reporting and data visualization using a vast array of reporting tools and code base analysis.
• Build robust ETL workflows in Alteryx.
• Automate system administration with PowerShell.
• Develop interactive Tableau dashboards.
• Utilize JavaScript to integrate analytics into broader application ecosystem.
• Bridge the gap between complex data extraction, automation, and visually compelling business intelligence.
• Testing and ensuring the quality of core data, reports and tools.
• Define, interpret and analyze problems in terms of system requirements and suggest modifications to the system design.
• Partner with technology team to set up and improve existing data infrastructure.
• Assist with issue resolution processes, communicate project milestones to all levels of the Compensation organization.
• Create complex data visualizations for executive presentations.
• Work with cross functional groups to support delivery of compensation tools and analytics.

Manager, Compensation Data and Analytics

• engage face-to-face with customers, offering guidance and personalized planning
• help extend the reach of the firm's brand
• nurture relationships with an existing client base
• provide comprehensive investment solutions and retirement plans to meet clients' needs

• Engage face-to-face with your customers, offering guidance and personalized planning
• Extend the reach of the firm's brand
• Nurture relationships with an existing client base
• Provide comprehensive investment solutions and retirement plans to meet client needs
• Support clients in reaching their retirement goals

Vice President

• impact associate development through focused coaching support
• coaching on communication skills, product offering, and practice management techniques
• provide subject matter expertise on financial planning and investment solutions
• coordinate with branch management for collaborative training to associates
• encourage the growth of branch associates

VP, Regional Planning Consultant

Systems Engineer

• support the growth and expansion of our business that services private companies and the start-up community
• drive system improvements, streamline and automate processes, and ensure our technology solutions align with business objectives, best-in-class design, and Fidelity requirements
• collaborate across marketing, sales and customer support to design, implement and test innovative technology solutions within our HubSpot instance that align with go-to-market initiatives
• partner with leadership to identify operation gaps, remove friction, enhance process
• ensure data quality of HubSpot
• help develop and lead our AI strategy for go-to-market tools and processes
• maintain expert level knowledge of the systems in our tech stack and keep up to date with software releases
• create and maintain documentation for applications and processes
• assist in training and enablement of new users to grow the technical capabilities across the team
• manage end user accounts, permissions, and access
• work with procurement on renewals, news tools and adding seats
• build and maintain dashboard that help provide actional insights across go-to-market
• perform incident management (troubleshooting) and develop response procedures
• extract, manipulate, import/update large and complex data sets

RevOps Analyst, GTM Systems

Strategy

• lead high-priority digital transformation initiatives that deliver both client value and business outcomes
• reducing cost-to-serve, increasing digital adoption, and enabling scalable, reusable capabilities
• operate at the intersection of product, strategy, operations, and analytics
• bringing structured thinking, customer obsession, and execution rigor
• influence decisions through clear storytelling, data-driven insights, and well-articulated business cases
• apply a consulting-style problem-solving approach to identify and prioritize high-friction opportunities across client journeys
• develop and present data-driven business cases that align customer needs with enterprise value
• lead end-to-end execution of strategic initiatives—from hypothesis and design through delivery, adoption, and measurable outcomes
• partner cross-functionally with product, technology, operations, and analytics teams to drive transformation at scale
• use customer insights, data, and experimentation to inform strategy and continuously improve experiences
• shape and influence the roadmap for future transformation initiatives that streamline servicing and improve business performance
• communicate effectively with senior executives, synthesizing complex topics into clear, actionable recommendations

Director, Digital Strategy – Transformation

Client Services Representative

• Be the primary Fidelity client service contact for Defined Contribution and Workplace Benefits
• Collaborate with a matrixed service team to deliver contractual commitments
• Work closely with specialized operational groups to implement plan provisions
• Generate new points of view, champion bold ideas, and collaborate with Workplace Investing and Fidelity functional business partners
• Identify, surface, and effectively lead resolution of service issues

Senior/Director, Client Service Manager

General

• Support the development team in adhering to defined project management methodologies and delivery practices
• Coach the development team and broader organization on best practices and effective ways of working
• Partner with the Client Delivery Lead to ensure all work is properly tracked, team capacity is optimized, and workloads are balanced across team members
• Collaborate with the Client Delivery Lead to plan and execute high-priority work aligned to the quarterly roadmap
• Guide the team in adopting delivery best practices and values to enhance both internal and external customer satisfaction
• Translate product features into clear, concise user stories with well-defined business value and acceptance criteria
• Maintain a strong focus on execution by proactively identifying, escalating, and removing team blockers
• Reinforce organizational ways of working, including practices, team norms, and meetings to improve overall program performance and efficiency
• Work effectively across technology, business, and operational teams within an enterprise environment
• Adapt quickly to changes in priorities and direction in a fast-paced environment
• Promote consistent delivery practices and contribute to process improvements that enhance team performance and efficiency
• Collaborate with Product Area leaders, Client Delivery Leads, Software Engineering leadership, and cross-functional teams to ensure alignment between strategy and execution
• Support the delivery of phased and incremental objectives while maintaining alignment with broader organizational goals
• Facilitate cross-team meetings to ensure alignment, transparency, and coordination across teams
• Track and manage key dependencies as well as technical impediments impacting delivery
• Develop artifacts that communicate business and technical requirements, including user stories (functional and non-functional), process maps, workflows, and system diagrams
• Continuously incorporate new information and evolving requirements into delivery plans effectively and seamlessly
• Identify and analyze defects by assessing severity, business impact and technical complexity to prioritize resolution effectively

Delivery & Systems Coordinator

Full-stack Engineer

• Partner with the quant research and investments teams to design, build, enhance, and support a comprehensive Systematic Alternatives portfolio construction and Management System
• Include hands-on development collaborating with team of quantitative researchers, software engineers and quantitative developers

Principal Full Stack Engineer

• Deliver the best digital solutions to customers
• Develop next-generation technology for philanthropic goals
• Hands-on software development and cross-team collaboration
• Visualize customer issues as drivers for internal change.

Principal Software Engineer

• The Director of Fidelity Digital Assets® Finance will be heavily involved in the process of continuing to build out the foundation of our Fidelity Digital Assets Services finance capabilities
• Drive new product and feature implementation across the broader Finance function
• Business case support including product level PL development
• Develop and implement new pricing capabilities, including client PLs, segment-level pricing strategies, and product pricing
• Development of financial data analytics and competitive updates to functional business heads

Director, Finance

• Create and summarizes large datasets in structured and unstructured data.
• Collect and analyze data / develop insights and reporting capabilities to empower organizational leaders to make decisions.
• Create solutions leveraging deep statistical analysis to drive thought leadership across the Digital Assets organization
• Work across diverse skilled teams to find success for Fidelity and our customers.
• Have a natural intellectual curiosity, initiative, and love for learning new skills and capabilities.

Director/VP, Product Manager, Net Worth & Cash Flow

Senior Business Analyst – Private Markets

Financial Consultant

Manager, Compensation Data and Analytics

Financial Consultant

Financial Consultant

VP, Regional Planning Consultant

RevOps Analyst, GTM Systems

Director, Digital Strategy – Transformation

Senior/Director, Client Service Manager

Delivery & Systems Coordinator

Principal Full Stack Engineer

Principal Software Engineer

Director, Finance

Manager, Advanced Data Analytics, Insights