Defined Contribution Conversion Lead

Fidelity Investments

Covington (KY)

Hybrid

USD 80,000 - 100,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Fidelity Investments seeks a Defined Contribution Conversion Lead to join their Implementation Team. This mid-senior level role involves coordinating the transition of Defined Contribution Plans, collaborating closely with clients and prior recordkeepers to ensure smooth data conversion and client satisfaction. The ideal candidate will have 3-5 years' experience in implementation or 401(k) operations, strong organizational skills, and the ability to effectively communicate with clients.

Qualifications

3-5 years’ experience in implementation and/or 401(k) operations.
General understanding of the retirement market and client service.
Ability to work with payroll software programs.

Responsibilities

Coordinate the transition of Defined Contribution Plans to DC Plan Services.
Develop Conversion Strategy for data transfer from prior recordkeepers.
Review and ensure client satisfaction with data transfer outcomes.

Skills

Organizational skills

Operational skills

Problem solving

Client management

Communication skills

Analytical skills

Education

Bachelor’s degree

Tools

Payroll software

Job description

Join to apply for the Defined Contribution Conversion Lead role at Fidelity Investments.

2 weeks ago Be among the first 25 applicants

The Role

Are you interested in working in a fast-paced, evolving organization? The Defined Contribution Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.

The documentation and coordination of conversion data from prior recordkeepers. Our DCCs work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. They then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.
The DCC also reviews the data after the transfer to ensure the information transferred as expected. They produce reports to review with the client to ensure their satisfaction with the outcome of the project.

Job Description

The Role

The documentation and coordination of conversion data from prior recordkeepers. Our DCCs work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. They then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.
The DCC also reviews the data after the transfer to ensure the information transferred as expected. They produce reports to review with the client to ensure their satisfaction with the outcome of the project.

The Expertise And Skills You Bring

Bachelor’s degree preferred.
This position requires a minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.
Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
This position requires some travel.
The ability to understand and work with payroll software programs.
Strong presentation, consulting, and negotiating skills.
Strong analytical, problem-solving, problem identification skills.
Strong organizational/time management skills, auditing skills.

Note: Fidelity is not providing immigration sponsorship for this position.

The Team

As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project lifecycle.

Certifications

Category: Client Service

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Seniority level