Data Exchange Consultant

Fidelity Investments • Westlake, TX

18h • Hybrid

About The Position

A DC Data Exchange Consultant works with Plan Sponsors and HR/PR vendors as they transition ongoing interface feeds containing financial and participant data for defined contributions plans to Fidelity. This role requires expertise and a strategic approach to meet client demands, clarify data requirements, coordinate delivery of required systems configuration, and coordinate the establishment of systems interfaces. The consultant will also work with clients and internal partners to establish electronic data communication requirements, test connections, install systems into production, document payroll specifications, coordinate payroll testing, troubleshoot technology gaps, and manage data cleanup efforts. The role is part of the Implementation Team and involves participating in the discovery process to collect all necessary requirements for project completion, striving for outstanding execution and service throughout the project life cycle.

Requirements

• Minimum of 2 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
• Solid understanding of Fidelity proprietary systems such as FPRS, FocusPoint, TSO, PPMC and PSW
• 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
• Bachelor’s degree

Responsibilities

• Work to clarify data requirements
• Provide appropriate specifications
• Coordinate delivery of required systems configuration
• Coordinate the establishment of systems interfaces
• Work with client (and payroll vendors as required) and internal partners to establish EDT links, PSW, and any other electronic data communication requirements
• Work with internal partners and systems groups at client/payroll vendor to determine fit, discuss functionality, test connections and install into production
• Document the payroll specifications for the client/payroll vendor and ongoing service team
• Coordinate the payroll testing process with systems, review output with client/payroll vendor, and recommend changes
• Troubleshoot and assist in resolution of exception processing around technology gaps
• Document agreed upon process
• Monitor payroll conversion schedule throughout the payroll conversion process
• Manage to agreed upon deliverable dates and timetables
• Establish and test the loan and deferral feedback files and update the client on findings
• Coordinate creation of customized test loan and deferral feedback files for clients
• Manage the indicative data clean up effort with client or payroll vendor

Benefits

• Fidelity is an equal opportunity employer
• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees