Data Conversion Consultant

Fidelity Investments•Greenwood Village, CO

2d•$55,000 - $105,000•Onsite

About The Position

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 documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved. The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.

Requirements

Bachelor’s degree preferred.
Minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations.
General understanding of the retirement market, client service, implementation processes.
Demonstrated ability in the duties and responsibilities mentioned above.
Strong organizational and operational skills.
Ability to work well with internal partners.
Ability to anticipate potential problems and to plan for such events.
Proven problem solving and client management abilities.
Excellent written and oral communication skills and attention to detail.
A solid understanding of Fidelity proprietary systems such as FPRS, FocusPoint, TSO, PPMC and PSW.
The ability to understand and work with payroll software programs.
Strong presentation, consulting, and negotiating skills.
Strong analytical, problem-solving, problem identification skills.
Strong organizational/time management skills, auditing skills.

Nice To Haves

A detailed understanding of Fidelity and its products and services is preferred.

Responsibilities

Coordinating the transition of Defined Contribution Plans to DC Plan Services.
Documentation and coordination of conversion data from prior recordkeepers.
Working with the client to develop a Conversion Strategy detailing how data will be converted to Fidelity.
Coordinating the delivery of data from the Prior Recordkeeper and reviewing the package for completeness.
Following up with Prior Recordkeepers until all expected data is received and all questions are resolved.
Reviewing data after the transfer to ensure information transferred as expected.
Producing reports to review with the client to ensure their satisfaction with the outcome of the project.
Participating in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project.
Acting as the primary point of contact for the client on two main parts of the Implementation.