The Role
The Data Exchange Consultant (DXC) is a member of the Data Exchange Implementation Team. Responsible for coordinating new incoming and outgoing data payroll feeds to/ from assigned clients and vendors. This includes eliciting and collecting business requirements within their assigned projects then assisting in the solution creation, testing and enablement. DXA’s are aligned to a specific workgroup where your role will be to support the end-to-end project goals by assisting with key tasks relevant to the overall project success.
The Expertise and Skills You Bring
Operational experience a plus!
Experience interacting with external clients and internal business partners
Proven interpersonal and project management skills!
Knowledge of Fidelity systems such as FPRS, PSW, MOX, and XTRAC are preferred but not required
A strong professional reputation of building credibility and trust with diverse stockholders.
Flexible to work under the direction of management in a collaborative setting and or independently
Seek to ensure your written communication is understood, avoid technical jargon, and your tone is appropriate to the audience
Relish challenges as opportunities to learn and address ambiguity with resourcefulness
Prioritize multiple concurrent objectives, projects and can make effective judgments on their prioritization and time allocation.
Self-starter, self-managed, results-oriented, and motivated with the ability to work independently to deliver results
The Team
The WI Data Management / Data Exchange Implementation vision is to deliver the outstanding customer experience for all plan and participant data processing while enabling Fidelity to deliver better outcomes through proactive management of client data issues. As part of the team, we are passionate about client level initiatives that improve the overall health of the client’s data at Fidelity. We do this by offering our Fidelity DC clients a more automated data entry solution compared to the manual alternative of loading their payroll data via PSW or spreadsheet uploads.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s 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.
Skills Required
- Experience interacting with external clients and internal business partners
- Interpersonal and project management skills
- Strong written communication skills with the ability to tailor communication to the audience
- Ability to prioritize multiple concurrent objectives and projects
- Ability to work independently and manage responsibilities with minimal supervision
- Self-starter, self-managed, results-oriented, and motivated
- Operational experience
- Knowledge of Fidelity systems including FPRS, PSW, MOX, and XTRAC
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
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