Defined Contribution Conversion Data Lead
Company: Fidelity Investments Inc.
Posted on: March 19, 2023
Job Description:The RoleAre you interested in working in a fast
paced, evolving organization? The DC Conversion Data Lead (CDL) is
a member of the Implementation Team responsible for coordinating
the transition of Defined Contribution Plans to Fidelity's DC Plan
- The documentation and coordination of conversion data from
prior recordkeepers. Our CDL's work with the client to develop a
Conversion Strategy which details how the data will be converted to
Fidelity. We then coordinate the delivery of this data from the
Prior Recordkeeper and review the package for completeness. The CDL
follows up with Prior Recordkeepers until all expected data is
received and all questions are resolved.
- The CDL also coordinates the transfer of assets to Fidelity,
reconciles the trust balances to participants' account balances,
identifies all variances, and works with the client to resolve
differences.The Expertise and Skills You Bring
- This position requires a minimum of 2 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 is unlikely to require travel.
- Strong presentation, consulting, and negotiating skills.
- Strong analytical, problem-solving, problem identification
- Strong organizational/time management skills, auditing
- Bachelor's degree preferred.The TeamAs part of the
Implementation Team, the CDL will participate in the discovery
process with the Client, Prior Recordkeeper, and Prior Trustee to
collect all data vital to complete the Implementation or Corporate
Action Project. The CDL will act as the primary point of contact
for the client on the following Implementation or Corporate Action
project details: data conversion and asset transfer and
reconciliation. We strive to provide outstanding execution and
service throughout the project life cycle.Please see below for the
salary range for work locations in Colorado only:N/APlease see
below for the salary range for work locations in New York City,
Westchester County, NY and Jersey City, NJ only:N/APlease see below
for the salary range for work locations in California
only:N/APlease see below for the salary range for work locations in
Washington only:N/ACertifications:Company OverviewFidelity
Investments is a privately held company with a missionto strengthen
the financial well-being of our clients.We help people invest and
plan for their future. We assist companies and non-profit
organizations in delivering benefits to their employees. And we
provide institutions and independent advisors with investment and
technology solutions to help invest their own clients' money.Join
UsAt Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a, we have been recognized by our
employees as a Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.At Fidelity, our goal is for most people to work
flexibly in a way that balances both personal and business needs
with time onsite and offsite through what we're calling "."We
invite you toFind Your Fidelityat.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.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, or by calling
800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments Inc., Covington , Defined Contribution Conversion Data Lead, Other , Covington, Kentucky
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