Posted 4 days ago
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**Data Exchange Consultant at Fidelity Investments** - Coordinate data specifications, system configurations, and data links for migrating financial and participant data - Handle conversion schedules and address technology gaps, ensuring smooth execution and client satisfaction - Key requirements: 2+ years in implementation/401(k) operations, robust organizational, problem-solving, and client management skills - Essential skills: strong communication, attention to detail, experience with Fidelity proprietary systems (FPRS, FocusPoint, TSO, PPMC, PSW) - Foster relationships with clients and external vendors, ensuring project success - Join a dynamic, inclusive team dedicated to excellence and collaboration
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Full Job Description
Job Description:
Data Exchange Consultant
The Role
Are you eager to tackle a challenging opportunity? As a Data Exchange Consultant at Fidelity Investments, you will contribute significantly to the migration of financial and participant data for defined contribution plans to Fidelity. Your skills will be essential in coordinating data specifications, configuring systems, and establishing efficient data links. From addressing technology gaps to handling conversion schedules, your methodical approach assures flawless execution and client happiness!
The Expertise and Skills You Bring
At least 2 years of experience in implementation or 401(k) operations combined with a solid understanding of the retirement market and client service.
Strong organizational and operational skills.
Proven problem-solving and client management abilities.
Excellent communication skills and attention to detail.
Experience with Fidelity proprietary systems such as FPRS, FocusPoint, TSO, PPMC, and PSW.
Strong presentation, consulting, and negotiating skills.
Clarifying data requirements and coordinating system configurations.
Establishing electronic data communication requirements.
Detailing payroll specifications and coordinating payroll testing.
Resolving exceptions and coordinating conversion timelines.
The Team
We are an industry leader in innovation, dedicated to delivering world-class execution and service throughout project life cycles. As part of our Implementation Team, you will engage in the discovery process with clients and external vendors. You will ensure all necessary requirements are met to implement project initiatives successfully. Our greatest asset is our people, and we strive to develop a culture of inclusion and belonging that attracts and retains a diverse workforce. Join us in our ongoing dedication to our clients and become part of a team that values excellence and collaboration.
Certifications:
Category:
Client ServicePlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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