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Data Exchange Consultant

Role overview

Qualifications

  • 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

Responsibilities

  • Coordinating new incoming and outgoing data payroll feeds to/from assigned clients and vendors
  • Eliciting and collecting business requirements within assigned projects
  • Assisting in the solution creation, testing and enablement
  • Supporting end-to-end project goals by assisting with key tasks relevant to overall project success

Key facts

Other skills

  • Social Skills
  • Communication
  • Collaboration
  • Problem Solving
  • Self-Motivation
  • Time Management

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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