skillventory - A Leading Talent Research Firm

Product Analyst

• Support both the Product Launch and Digital Asset Operations functions by helping coordinate work
• Maintain project and operational tracking, organize documentation, and follow up on key deliverables
• Support project plans, launch readiness checklists, action item trackers, meeting materials, status updates, issue logs, decision logs, process documentation, and operating playbooks
• Work closely with Product Launch leads, DA Ops leads, and partner teams to gather updates, identify open items, and ensure information is accurate, current, and accessible
• Help track timelines, milestones, dependencies, and readiness items on the Product Launch side
• Support SLA tracking, operational issue follow-up, training materials, service catalog updates, procedure documentation, and other repeatable operating routines on the DA Ops side
• Participate in process improvement efforts by helping identify opportunities to simplify tracking, improve documentation, or reduce recurring administrative friction.

Senior Analyst, Digital Asset Product Launch & Operations

Project Manager

• Leading complex projects on behalf of both new and existing clients
• Accountable for project execution, cross-functional coordination, risk management
• Delivering high-quality onboarding experience for clients and internal partners
• Serving as the primary day-to-day contact for clients during onboarding
• Guiding clients through platform transition activities
• Coordinating tasks across Operations, Product, Technology, Legal, and other internal partners
• Managing project documentation and ensuring accuracy, compliance, and adherence to Fidelity standards
• Providing regular status reporting to stakeholders on progress, milestones, issues, and risks
• Supporting a consistent and positive onboarding experience that establishes a strong foundation for long-term client satisfaction
• Contributing to team knowledge-sharing, process improvements, and best-practice adoption

Senior Implementation Project Manager – Stock Plan Services

Data Analyst

• Lead analytics efforts for Vendor Management to support data-driven decisions
• Manage data governance and ensure reliability of analytics platforms
• Collaborate with cross-functional teams to align analytics with business priorities
• Translate complex data into actionable insights for stakeholders.

Senior Manager, Data Analytics, Insights

• Support day-to-day execution of data governance initiatives across domains including data ownership, stewardship, data quality, metadata, and standards
• Assist in documenting governance policies, standards, procedures, and operating models
• Partner with data owners, stewards, analysts, and technology teams to capture requirements, decisions, and action items
• Contribute to consistent execution and follow-through across enterprise data governance efforts.
• Support alignment across governance, data management, and enablement teams to promote consistent practices
• Assist in socializing governance standards, tools, and best practices across the organization
• Identify and help drive improvements in documentation, workflows, reporting, and coordination processes
• Continuously learn and apply enterprise data governance concepts to build foundational expertise.
• Assist in preparing status updates, dashboards, and leadership readouts
• Synthesize inputs from multiple teams into clear, consistent summaries
• Maintain visibility into workstream progress to support informed decision-making
• Support preparation of leadership and steering committee materials
• Improve visibility and coordination through organized communication, documentation, and reporting.

Data Governance Analyst

Executive Assistant

• Providing advanced administrative support to at least two Vice President level roles within the Brokerage organization
• Managing a complex and ever changing calendar
• Scheduling and coordination of meetings, including agenda development
• Creating reports and high quality presentations utilizing Excel and PowerPoint
• Coordinating travel, organizing and processing expenses and invoices
• Assisting with larger group initiatives as needed
• Partnering with your peers and colleagues to ensure adequate support for the executive team, including vacation/absence coverage

Senior Executive Assistant – Regional Center Satellite

Full-stack Engineer

• Produce high-quality, testable, and reliably deployed code for sophisticated products and components.
• Work in an agile team, in a highly collaborative and engaging environment and be adaptable to shifting priorities.
• Build and craft extraordinary solutions among a robust engineering team that will support your growth and development.
• Clearly detail design options and decisions, and present these in an organized manner to technical as well as non-technical audiences.
• Collaborate with internal teams to escalate complex issues.

Principal Software Engineer

Operations

• Set and drive the University Talent strategy, aligning to hiring goals and future workforce needs
• Own the UT scorecard, defining KPIs, tracking performance, and turning insights into clear strategic priorities
• Lead University Talent’s analytics and insights function to inform decisions, improve pipeline outcomes, and demonstrate impact
• Drive innovation across recruiting technology (including Workday), AI, and automation to scale efficiency and enhance experience
• Oversee vendor strategy, partnerships, and platform performance to maximize ROI and enable growth
• Lead budget planning and optimization, aligning investments to business priorities and measurable outcomes
• Ensure seamless integration of strategy, insights, and execution across recruiting programs and initiatives
• Act as a trusted advisor to senior leaders, influencing decisions through data, market intelligence, and executive communication
• Build and develop a high-performing team, fostering accountability, innovation, and continuous improvement

Director, University Talent Strategy, Operations & Insights

Vice President

• Responsible for the hiring, training, performance management, coaching and development of ES staff
• Responsible for onboarding and cultural integration of new ES associates
• Accountable for overall business results within their territory
• Overall responsibility for ensuring consistent use and implementation of technology, training, and other new initiatives/priorities
• Support the ES team to drive improvements to the overall offering, products, systems, processes, policies, and procedures that can help enhance the Executive experience, Plan Sponsor experience, business growth and associate satisfaction
• Accountable for ensuring compliance with regulatory requirements; perform periodic reviews and compliance audits
• Manage all relationship and sales practice and Plan Sponsor escalations
• Oversight for all audit related issues; institute processes to ensure compliance as required
• Manage cross-company partnerships and alliances designed to acquire and drive business opportunities
• Develop and maintain business partner relationships and participate in corporate leadership activities

Regional Vice President, Executive Service

Graphics Designer

• Design marketing collateral in PowerPoint, Adobe Creative Cloud
• Ensure all deliverables meet accessibility standards
• Manage multiple projects simultaneously

Manager, Graphic Design

Financial Planning and Analysis

• leading the development and execution of investment accounting frameworks
• ensuring consistency, strong controls, and high-quality financial reporting across business units
• partnering closely with accounting, policy, and business teams to navigate complex investment structures
• providing technical guidance and translating detailed analysis into clear, actionable insights for leadership
• enhancing processes and driving greater efficiency and scalability in how investment accounting is performed
• fostering a collaborative, high-performing environment, coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation

Director, Investment COE

Account Manager

• Building, maintaining, and growing strong and committed client relationships
• Leading internal team in problem resolution
• Proactively evaluating client pricing and fees for appropriateness
• Collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies

VP, Managing Director – 401K Relationship Manager

Conversion Rate Optimizer

• Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data.
• Manage the end-to-end data conversion process from requirements gathering to successful production load.
• Build strong partnerships with business partners, clients, and third-party vendors.
• Effectively balance multiple assignments and priorities.
• Communicate project status and technology issues to sponsors, stakeholders, and senior management.
• Collaborate with Workplace Investing management teams and business partners to share approaches, develop solutions, and improve capabilities.

Data Conversion Manager – Stock Plan Services

General

• As an integral part of the Quantitative Research and Investing (QRI) group, the portfolio optimization team is responsible for research into mathematical techniques to improve the performance, net of taxes, of client portfolios and funds.
• You will design novel mathematical approaches to solve difficult portfolio optimization problems efficiently and reliably.
• Work closely with research teams to understand the breadth and scope of their optimization problems, to correctly model them in a research environment.
• Deliver heuristics and reformulations which allow solvers to quickly converge to optimal solutions for specific classes of such problems, for both taxable and non-taxable portfolios.
• Partner with team members to direct the implementation of your findings in the portfolio optimization system.

Quantitative Researcher, Portfolio Optimization

Consultant

• Identifying exchange pricing and policy changes, providing actionable insights to guide decision-making
• Interpreting exchange policies and requirements and applying them to Fidelity’s internal processes and applications
• Working directly with exchanges to review and evaluate how Fidelity applications use market data, ensuring appropriate usage and compliance with vendor policies
• Managing relationships with exchanges, developing strong partnerships, and maintaining effective communication
• Assisting with monthly exchange reporting and usage monitoring, ensuring transparency and accuracy
• Coordinating contract administration workflows in collaboration with partner teams
• Consulting with business partners on new and changing use cases and providing guidance to ensure alignment with exchange policies and standards
• Managing projects, driving initiatives that improve processes and outcomes

Market Data Exchange Pricing and Policy Changes Consultant

Director

• Lead a team of Communication Managers responsible for client consulting and execution of Health and Welfare benefits communication
• Mentor and inspire a geographically distributed team
• Coach teams on effective project management and operational excellence
• Collaborate with internal and external business partners on communication strategies
• Drive continuous improvement and develop high-quality communications for Plan Sponsors and Participants