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.
Client Service
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.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
