Fidelity
DefinedContributionDataConversionLead
Neural analysis suggests this role is
optimal for Mid candidates.
“Defined Contribution Data Conversion Lead at Fidelity. Skills: Data conversion, Client management, Problem solving. Coordinate transition of Defined Contribution Plans. Document conversion data from prior recordkeepers”
What You'll Achieve.
Ensure client satisfaction with outcome; Provide outstanding execution and service
Industry & Context.
Proven problem solving abilities; Analytical skills; Problem identification skills
Requires some travel, No immigration sponsorship
What They're Looking For.
Must Have
3-5 years’ experience in implementation and/or 401(k) operations, General understanding of the retirement market, Client service understanding, Implementation processes understanding, Ability to understand and work with payroll software programs
Nice to Have
Detailed understanding of Fidelity and its products and services
What You'll Do.
Coordinate transition of Defined Contribution Plans
Document conversion data from prior recordkeepers
Develop Conversion Strategy
Coordinate delivery of data
Review data package for completeness
Follow up with Prior Recordkeepers
Review data after transfer
Produce reports for client review
Participate in discovery process
Act as primary point of contact for client
How You'll Work.
Team & Collaboration
Work with internal partners; Collaborate with Client, Prior Recordkeeper, and Prior Trustee
Communication Scope
Excellent written and oral communication skills; Presentation skills; Consulting skills; Negotiating skills
Process & Methodology
Plan for potential problems
Full Job Description
## ## Job Description: **Note: Fidelity will not provide immigration sponsorship for this position** **The Role** Are you interested in working in a fast paced, evolving organization? The Defined Contribution Data 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 DCC'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 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. We 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
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