Data Exchange Consultant

Fidelity Investments

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

Qualifications

  • Operational experience preferred
  • Experience interacting with external clients and internal partners
  • Strong interpersonal and project management skills
  • Familiarity with Fidelity systems (FPRS, PSW, MOX, XTRAC) preferred
  • Reputation for building trust with diverse stakeholders
  • Ability to work collaboratively or independently
  • Strong written communication skills, avoiding jargon
  • Resourceful in addressing ambiguity and challenges
  • Capable of prioritizing multiple objectives and projects
  • Self-starter with results-oriented mindset

Responsibilities

  • Coordinate incoming and outgoing payroll data feeds for clients and vendors
  • Elicit and collect business requirements for assigned projects
  • Assist in solution creation, testing, and enablement
  • Support key tasks to achieve project goals
  • Drive improvements in client-level data health and processing efficiency

Benefits

  • Opportunity to work in a collaborative team environment
  • Access to professional development and learning opportunities
  • Engagement in initiatives that enhance customer experience
  • Involvement in innovative data solutions to streamline processes
  • Career growth potential in a respected organization
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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