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Fidelity Investments
Job Description:The RoleA DC Data Exchange Senior Manager leads a team of Data Exchange Consultants as they transition ongoing interface feeds containing financial and participant data for defined con...
May 10, 2025
Covington, KY
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Senior Manager, Data Exchange Consultant
Covington, KY
May 10, 2025
Full-time

Job Description:

The Role

A DC Data Exchange Senior Manager leads a team of Data Exchange Consultants as they transition ongoing interface feeds containing financial and participant data for defined contributions plans transitioning to Fidelity. Your leadership and strategic approach is what allows your team to meet client demands.

The Expertise and Skills You Bring

  • 5+ years of operational and/or implementation management experience

  • 3-5 years leading people directly

  • Excellent verbal and written communication skills including the ability to effectively interact with colleagues and clients at all levels

  • Consistent record balancing customer service and happiness with sound business judgment

  • Knowledge of DC benefit plan administration

  • Operational mentality delivering consistent quality process and control outcomes

  • Dynamic leadership with a focus on talent development and delivering quality outcomes

  • Develop, analyze, and evaluate management reporting mechanisms, performance measurements and service standards. Work closely with internal partners to evaluate and identify trends and formalize strategies designed to improve efficiencies.

  • Strong interpersonal and organizational skills such as leading by influence and establishing relationships at all organization levels

  • Ability to understand processes from start to finish while also being able to simplify problems into measurable concepts

  • Ability to influence across multiple geographic locations, processes, and functions

  • Ability to collaborate with business partners to resolve end-to-end process issues and champion improvements to the customer and associate experience

Fidelity is not providing immigration sponsorship for this position

The Team

Data Conversion resides in the broader WI Implementation function. The Implementation teams work with new WI clients to transfer their existing retirement plans and ongoing interface feeds to HRIS vendors on to Fidelity's platform. Participant data, and participant retirement selections are updated across internal and external systems to meet the expectations of every client and participants serviced.

Certifications:

Category:

Client Service, Transaction Processing

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.

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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Senior Manager, Data Exchange Consultant
Fidelity Investments
Covington, KY
May 10, 2025
Full-time
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