skillventory - A Leading Talent Research Firm

Data Scientist

• Coordinate the transition of Defined Contribution Plans to DC Plan Services
• Develop a Conversion Strategy with the client
• Review and follow up on data delivery from Prior Recordkeepers
• Produce reports to review with the client

Defined Contribution Data Conversion Lead

Accounting Manager

• lead the integrated operating model supporting Fidelity’s digital asset investment products across accounting operations and fund administration, most notably shareholder reporting
• oversee end-to-end processes spanning books and records maintenance, digital asset pricing, NAV production, financial reporting, and regulatory filings across multiple product structures, including Exchange Traded Products (ETPs) and Limited Partnerships (LPs)
• drive the evolution from traditional operating models to a modern, digital asset-native framework, incorporating blockchain-based data, digital custody models, and emerging product structures
• partner closely with Product, Technology, Operations, Risk, and Compliance teams to ensure operational readiness, scalability, and control effectiveness as the business grows
• require leadership in identifying and implementing automation and data-driven solutions to enhance accuracy, reduce manual processes, and improve speed to market for new digital asset products

Vice President, Digital Assets Accounting – Shareholder Reporting

Controller

• key member of the team responsible for accounting and financial reporting activities of the Fidelity Wealth and Brokerage organizations
• process accounting transactions, streamline accounting processes and improve controls and develop improved reporting of business and legal entity results
• month-end close activities including preparation and creation of journal entries, account reconciliations and communicating financial statement results to management
• prepare quarterly regulatory filings and annual financial statements
• enhancing reporting packages and current processes to create efficiencies where possible
• participating in the development and completion of special projects as assigned

Senior Accountant, Brokerage Accounting – Controllership

Crypto

• Own end-to-end program management for digital asset operations initiatives (RTB + CTB)
• Build and maintain integrated project plans, deliverables calendars, and critical path timelines
• Establish and run cadence with business partners across FFIO, GPS, AM, Compliance, Legal, Risk, Technology, TO, and external providers
• Create executive-ready materials for stakeholders and governance forums
• Stand up and run program PMO mechanisms: RAID, decision logs, change control, intake triage, and KPI tracking
• Maintain documentation of operating models, process maps, RACI, controls, and playbooks
• Coordinate daily operational readiness for digital products—process stability, controls, SLAs, and incident response
• Track and resolve operational issues, drive root cause analysis and durable fixes
• Align and document procedures across administration, custody, valuation, trading ops, performance, compliance monitoring, and data flows
• Lead cross-functional execution for new capabilities, product launches, regulatory change, and platform migrations
• Manage dependencies across teams and vendors; ensure testing, readiness, and controlled releases

Director, Digital Assets Operations

Software Engineer

• Enhance, expand, and support our systems that deepen our relationship with millions of customers
• Use data to plan and execute personal, relevant, and timely promotional, service and regulatory email communications
• Serve as Fidelity’s Center of Excellence on current and emerging practices and technologies that power our customer obsessed email marketing programs
• Responsible for ongoing process documentation, training, troubleshooting, problem solving on our Salesforce Marketing Cloud, email platform.
• Apply your Salesforce Marketing Cloud expertise to help the team to continue to innovate and increase efficiency

Senior Email Developer

Analyst

• Play a key role in efficiently maintaining and leading all aspects of market data expenses
• Provide oversight for market data and research vendors
• High-level administration of market data inventory
• Reconcile and process vendor invoices; investigate and resolve discrepancies
• Daily processing of user and service requests
• Ad hoc reporting requests
• Build positive relationships with internal business partners across Fidelity
• Work with peers in corporate accounts payable, finance
• Participate in internal and external audit reviews
• Involvement in various cross team initiatives

Market Data Vendor Analyst

Backend Engineer

• Develop and maintain high volume production platforms in the Electronic Channel Applications domain of Institutional Technology.
• Engage collaboratively with systems and business partners to deliver high quality and innovative software solutions.
• Join agile teams working in a fast-paced environment, closely partnering with product, architecture, and other engineering teams.

Senior Mainframe Software Engineer – Java, COBOL, DB2/VSAM

Account Executive

• lead Fidelity’s Stock Plan Services Sales pursuits with mid-market public companies
• lead team-based sales pursuits of public companies for their equity administration business
• focus on driving growth across the central third of the United States
• partner closely with other businesses across the Fidelity enterprise
• strategizing and delivering compelling demonstrations of Fidelity’s leading capabilities
• collaborating with leaders across multiple functions to create consistent client and associate experiences
• bringing your experience and skill as a sales professional to enhance the skills of others
• encouraging your team to improve their processes
• being a visible and credible presence in the industry – viewed as an expert

VP, Stock Plan Services – Mid-Market Account Executive

• Build, automate, and operate large-scale event-driven platforms
• Apply a variety of technologies to deliver robust, self-service infrastructure and deployment pipelines
• Collaborate with the Platform Engineering group within Fidelity’s Enterprise Technology organization
• Design and operate large-scale, cloud-native infrastructure using cutting-edge technologies

Senior Platform Engineer – Cloud, Kubernetes, Java

DevOps Engineer

• Build software solutions to improve reliability, reduce operational toil, and scale production systems—not just respond to issues.
• Develop production-quality code using Node.js / JavaScript / TypeScript and Python/PowerShell , including testing and documentation.
• Leverage modern development tooling such as VS Code and AI-assisted tools (e.g., GitHub Copilot) to accelerate delivery and problem-solving.
• Independently own well-scoped features, fixes, or improvements end-to-end—from design through deployment and operational validation.
• Participate in on-call rotations, respond to incidents, execute runbooks, and ensure clear communication and handoffs.
• Analyze incidents and recurring issues to identify patterns, reduce alert noise, and implement durable fixes.
• Implement and improve observability (logging, metrics, dashboards, alerts) for owned services.
• Build automations, scripts, and lightweight tools to eliminate repetitive manual work and improve operational efficiency.
• Identify and act on opportunities to improve system reliability, performance, and maintainability.
• Develop an understanding of how systems impact customer experience and business outcomes.

Site Reliability Engineer

Project Manager

• Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects
• Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes
• Opportunities to serve and interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll
• Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects and budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project
• Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners
• Working closely with internal partners to compose/obtain agreement on/develop processes that deliver coordinated results where expected
• Building and maintaining successful relationships with clients, vendors, and internal partners
• Balancing constant communication while delivering on responsibilities

Data Consultant, Stock Plan Project Manager

Communications

• Manage the creation and deployment of communications related to the 403b plan and associated Fidelity products and services
• Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
• Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps
• Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution
• Communicate operational updates to participants such as fund or fee changes
• Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals
• Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
• Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need
• Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
• Measure and report successes/opportunities based on the results of our communications
• Estimate cost of projects and bill for our services (when applicable)

Senior Manager, Communications Consultant

Financial Planning and Analysis

• lead the strategy and execution of scalable processes that support offering and investor documentation
• general oversight processes for private alternative investment funds
• critical role in shaping standards for private fund documentation
• vetting key provisions
• operationalizing investor agreements across a rapidly growing alternatives platform
• broad visibility to senior leadership
• drive meaningful impact through process innovation, governance, and operational excellence
• partner closely with Legal, Compliance, Sales, Product, and Technology teams to simplify complex structures, enable growth, and ensure consistent execution across the investor lifecycle

Director – Alternative Investments, Investor Operations and Oversight

Full-stack Engineer

• Actively contribute to the code base while actively collaborating with multi subject area team members and customers.
• Use critical thinking skills to translate storyboards and use cases into applications that give Fidelity a strategic edge.
• Lead design and implementation of software solutions that meet functional and non-functional requirements aligned to the program’s strategic direction.
• Participate in design reviews and code reviews.
• Fully engage in product quality plan efforts, including test case development, design and code reviews and regression testing aiming to automate majority of them.
• Contribute to enhancing engineering practice in the areas of ATDD and CI/CD.
• Engage in working with global team of developers in leading standard practices for software engineering.

Principal Software Engineer – Oracle, PLSQL

• Provide independent and objective audit and advisory services that help Fidelity manage risk, meet regulatory expectations, and enhance operational performance
• Perform business and/or integrated audits focused on Fidelity’s asset management, alternative investments, managed accounts, and other businesses
• Develop hypotheses around risk and controls
• Provide input to the development of the integrated audit plan
• Collaborate with technology management to build a strong understanding of complex business functions and regulatory obligations
• Document and analyze end-to-end business and technology processes and identify risks and controls embedded throughout
• Leverage audit automation tools and apply strategic and data analytics concepts to evaluate business operations, internal controls, and systems efficiently and effectively
• Organize and analyze data, test controls, and document results
• Develop clear, well-supported audit findings that articulate business impacts and risk implications
• Draft audit reports and partner with management on effective, sustainable action plans
• Cultivate strong working relationships with audit peers and business partners
• Stay current on regulatory developments, industry trends, and emerging risks in asset management, alternative investments, and managed accounts