Data Exchange Consultant

Fidelity; Covington (KY); On-site; USD 70,000 - 98,000; Full time

Benefits offered by this job

On-site health centers

Fully paid parental leave

Job summary

Fidelity seeks a Data Exchange Consultant to join the Data Exchange Implementation Team in Covington, KY. The role coordinates payroll data feeds to and from clients and vendors, gathers business requirements, and supports solution creation, testing, and enablement.

As part of the team, you will help achieve end-to-end project goals within the designated workgroup, communicating clearly with stakeholders and balancing multiple priorities in a collaborative or independent setting.

Qualifications

• Operational experience is a plus.
• Experience interacting with external clients and internal partners.
• Strong interpersonal and project management skills.
• Ability to build credibility with diverse stakeholders.
• Flexible to work under management or independently.
• Clear written communication; avoid jargon and tailor tone to the audience.
• Capable of managing multiple priorities and time allocation.
• Self-starter, results-oriented and self-managed.

Responsibilities

• Coordinate incoming/outgoing payroll data feeds to/from clients and vendors.
• Elicit business requirements and assist in solution design and testing.
• Support end-to-end project goals within assigned workgroup.
• Communicate with stakeholders and manage prioritization and time.

Skills

Interpersonal skills

Project management

Client interaction

Written communication

Time management

Self-motivation

Tools

FPRS

PSW

MOX

XTRAC

Job description

Sales & Relationship Management

Data Exchange Consultant

Fidelity is transitioning to a full-time onsite working model in phases by region and role. See job description for more information.

Onsite

Location

• Covington, KY

Team

• Sales & Relationship Management

Experience Level

Associate

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

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.

Benefits that balance life and work

• From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Company overview

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

AI Guidelines

AI Guidelines

Learn about our guidelines for use of AI when applying for a Fidelity job