Data Exchange Consultant

Fidelity Investments

$80K — $95K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Operational experience is beneficial.
  • Experience interfacing with clients and internal partners.
  • Strong interpersonal and project management skills required.
  • Knowledge of Fidelity systems preferred but not mandatory.
  • Demonstrated ability to build trust with diverse stakeholders.
  • Capacity to work collaboratively or independently as needed.
  • Effective written communication with appropriate audience tone.

Responsibilities

  • Coordinate data payroll feeds for assigned clients and vendors.
  • Elicit and collect business requirements for projects.
  • Assist in solution creation and testing processes.
  • Support end-to-end project goals relevant to success.
  • Manage multiple projects and prioritize effectively.

Benefits

  • Opportunity for professional development within a collaborative team.
  • Access to a dynamic working environment focused on client service.
  • Engagement in meaningful projects that enhance customer experience.
  • Onsite working model evolving for better collaboration.
Full Job Description
Job Description:

The Role

The Data Exchange Consultant (DXC) is a member of the Data Exchange Implementation Team. Responsible for coordinating new incoming and outgoing data payroll feeds to/ from assigned clients and vendors. This includes eliciting and collecting business requirements within their assigned projects then assisting in the solution creation, testing and enablement. DXA's are aligned to a specific workgroup where your role will be to support the end-to-end project goals by assisting with key tasks relevant to the overall project success.

The Expertise and Skills You Bring
  • Operational experience a plus!
  • Experience interacting with external clients and internal business partners
  • Proven interpersonal and project management skills!
  • Knowledge of Fidelity systems such as FPRS, PSW, MOX, and XTRAC are preferred but not required
  • A strong professional reputation of building credibility and trust with diverse stockholders.
  • Flexible to work under the direction of management in a collaborative setting and or independently
  • Seek to ensure your written communication is understood, avoid technical jargon, and your tone is appropriate to the audience
  • Relish challenges as opportunities to learn and address ambiguity with resourcefulness
  • Prioritize multiple concurrent objectives, projects and can make effective judgments on their prioritization and time allocation.
  • Self-starter, self-managed, results-oriented, and motivated with the ability to work independently to deliver results


The Team
The WI Data Management / Data Exchange Implementation vision is to deliver the outstanding customer experience for all plan and participant data processing while enabling Fidelity to deliver better outcomes through proactive management of client data issues. As part of the team, we are passionate about client level initiatives that improve the overall health of the client's data at Fidelity. We do this by offering our Fidelity DC clients a more automated data entry solution compared to the manual alternative of loading their payroll data via PSW or spreadsheet uploads.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Client Service

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