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 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
- At least 2 years of experience in implementation or 401(k) operations
- 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
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.
