Payroll Data Integration Specialist (401k)

Fidelity will not provide immigration sponsorship for this position.

About the Role

A DC Data Exchange Consultant works with Plan Sponsors and HR/PR vendors as they transition ongoing interface feeds containing financial and participant data for defined contributions plans transitioning to Fidelity. Your expertise and strategic approach allow you to meet client demands.

Responsibilities

• Work to clarify data requirements: provide appropriate specifications, coordinate delivery of required systems configuration, and coordinate the establishment of systems interfaces.
• Work with client (and payroll vendors as required) and internal partners to establish EDT links, PSW, and any other electronic data communication requirements.
• Work with internal partners and systems groups at client/payroll vendor to determine fit, discuss functionality, test connections, and install into production.
• Document the payroll specifications for the client/payroll vendor and ongoing service team.
• Coordinate the payroll testing process with systems, review output with client/payroll vendor, and recommend changes.
• Troubleshoot and assist in resolution of exception processing around technology gaps. Document agreed-upon process.
• Monitor payroll conversion schedule throughout the payroll conversion process. Manage to agreed-upon deliverable dates and timetables.
• Establish and test the loan and deferral feedback files and update the client on findings.
• Coordinate creation of customized test loan and deferral feedback files for clients.
• Manage the indicative data clean-up effort with client or payroll vendor.
• Participate in the discovery process with the Client, Prior Recordkeeper, and Prior HR and Payroll vendor to collect all requirements vital to complete the Implementation or Corporate Action Project.

Requirements

• Minimum of 2 years’ experience in a combination of implementation and/or 401(k) operations.
• General understanding of the retirement market, client service, implementation processes, and demonstrated ability in the duties and responsibilities mentioned above.
• 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.
• Ability to anticipate potential problems and plan for such events.
• Proven problem-solving and client management abilities.
• Excellent written and oral communication skills and attention to detail.
• Solid understanding of Fidelity proprietary systems such as FPRS, FocusPoint, TSO, PPMC, and PSW.
• Strong presentation, consulting, and negotiating skills.
• Strong analytical, problem-solving, and problem identification skills.
• Strong organizational/time management skills, auditing skills.
• Bachelor’s degree preferred.

Schedule

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.