Defined Contribution Conversion Analyst

Role

Are you interested in working in a fast paced, evolving organization? The Data Conversion Consultant (DCC) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.

· The review and analysis of the standard payroll needs of the Plan Sponsor to determine accurate fit for desired Fidelity services.

· The DCC will establish all ongoing payroll processing to and from the client’s payroll vendor (ADP, UKG, Paylocity, Workday, etc) and Fidelity, as well as define and request payroll systems improvements required for ongoing Plan processing.

The Expertise and Skills We’re Looking For

· This position requires a minimum of 3 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above.

· Strong organizational and operational skills and the ability to work well with internal and external partners. The foresight to anticipate potential problems and to plan for such events.

· Validated problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.

· The ability to understand the requirements from a client, interpret those requirements and complete a plan to establish the integration to satisfy the requirements.

· Utilization of the Jira platform to request work from internal business partners.

· Strong presentation, consulting, and negotiating skills.

· Strong analytical, problem identification skills, problem-solving, .

· Strong organizational/time management skills.

· Bachelor’s degree or equivalent experience preferred.

The Team

As part of the Implementation Team, the DCC will participate in the discovery process with the Client, Prior Recordkeeper, and Payroll Vendor to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on the following Implementation, Reconfiguration or Corporate Action project details: integration of the client’s payroll system with Fidelity. We strive to provide outstanding execution and service throughout the project life cycle.

Company Overview

 
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com(opens in a new tab).
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.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com(opens in a new tab).

Fidelity’s hybrid working model (opens in a new tab)blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.