Defined Contribution Conversion Analyst

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Defined Contribution Conversion Analyst to work in any of our regional offices or in a remote office!

The Role

The Defined Contribution Conversion Analyst is a member of the DC Implementation team and is responsible for data analysis and oversight of new clients coming to Fidelity’s DC product. You are responsible for partnering with clients and other financial institutions in order to develop a strategy to transfer the client’s data onto our systems. The Analyst develops a strategy for plan data and ensures the data is accurately transferred. You will also partner with the client and their payroll vendor to build ongoing data exchange feeds.

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. Demonstrated problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
• This position requires some travel.
• Working knowledge of Fidelity proprietary systems such as FPRS, BWS, and PSW.
• Ability to understand and work with payroll software programs.
• Strong Presentation, Consulting, and Negotiating Skills
• TSO Knowledge
• Strong analytical, problem-solving, problem identification skills
• Strong organizational/time management skills
• Basic understanding of accounting and auditing principles

The Team

Data Conversion is part of the broader WI Implementation function. The Implementation teams work with new WI clients to transfer their existing retirement plans on to Fidelity’s platform as well as supporting existing WI clients with various changes to their plan functionality. Implementation ensures that all plan settings, participant data, and participant assets are updated to meet the unique expectations of every client and participant serviced.

COVID Work Policy

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic Working – Post Pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to 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. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.