Data Exchange Consultant

Fidelity Investments Inc.

Covington (KY)

On-site

USD 90,000 - 120,000

Full time

14 days+
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Job summary

Fidelity Investments Inc. is seeking a Data Exchange Consultant to coordinate payroll data feeds and gather business requirements for client and vendor data exchanges.

You will assist in solution design, testing and enablement, and support end-to-end project goals within the Data Exchange Implementation Team.

Qualifications

  • Operational experience is 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 is preferred but not required.
  • Strong reputation for building credibility and trust with diverse stockholders.
  • Flexible to work under management in a collaborative setting or independently.
  • Clear written communication, avoiding jargon, with audience-appropriate tone.
  • Willingness to address ambiguity with resourcefulness.
  • Ability to prioritize multiple objectives and make effective time allocations.
  • Self-starter, self-managed, results-oriented, able to deliver independently.

Responsibilities

  • Coordinate new data payroll feeds to/from clients and vendors.
  • Elicit and collect business requirements for assigned projects.
  • Assist in solution creation, testing and enablement.
  • Support end-to-end project goals within the designated workgroup.
  • Contribute to successful data processing and issue resolution with Fidelity DC clients.

Skills

Interpersonal & project management
Client engagement
Operational experience
Written communication
Ambiguity management
Prioritization & time management
Self-starter / independent work
Collaboration in teams
Credibility & trust building
Flexibility to work under management

Tools

FPRS
PSW
MOX
XTRAC

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

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.

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