Defined Contribution Conversion Analyst - Fidelity TalentSource LLC

The Role

Are you interested in working in a fast paced, evolving organization? The Data Conversion Consultant (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 collaborate 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 review and analysis of the standard payroll needs of the Plan Sponsor to determine the accurate fit for desired Fidelity services. You will establish all ongoing payroll processing to and from the client’s payroll vendor and Fidelity, as well as define and request payroll systems enhancements required for ongoing Plan processing.
• The DCC also coordinates the transfer of assets to Fidelity, reconciles the trust balances to participants’ account balances, identifies all variances, and collaborates with the client to resolve differences.

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 collaborate 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 diligence.
• This position requires some travel.
• A solid understanding of Fidelity proprietary systems such as FPRS, Focus Point, TSO, PPMC and PSW
• The ability to understand and work with payroll software programs.
• Strong presentation, consulting, and negotiating skills.
• Strong analytical, problem-solving, problem identification skills
• Strong organizational/time management skills, auditing skills

The Team

As part of the Implementation Team, the DCC will participate in the “deep dive” 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 function as the primary point of contact for the client on three main parts of the Implementation or Corporate Action project: data conversion, payroll, and asset transfer and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.

Company Overview

At Fidelity, we are focused on making our financial expertise accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.
For roles based in the US: Visit myHR and search for “accommodation” to review Fidelity’s Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling , prompt two, option two.

For roles based in Ireland: Contact

AccommodationsIreland@fmr.com

For roles based in Germany: Contact

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 

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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

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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

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Fidelity TalentSource's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.