Defined Contribution Conversion Lead

Job Description:

The Role

Are you interested in working in a fast paced, evolving organization? The Defined Contribution Conversion Lead (DCC) 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 coordinates the transfer of assets to Fidelity, reconciles the trust balances to participants’ account balances, identifies all variances, and works with the client to resolve differences.

The Expertise and Skills You Bring

• This position requires a minimum of 2 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.

• Strong presentation, consulting, and negotiating skills.

• Strong analytical, problem-solving, problem identification skills.

• Strong organizational/time management skills, auditing skills.

• Bachelor’s degree or equivalent experience preferred.

Note: Fidelity is not providing immigration sponsorship for this position

The Team

As part of the Implementation Team, the DCC will participate in the discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on the following Implementation or Corporate Action project details: data conversion and asset transfer and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.

Certifications:

Category:

Client Service

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.