Current jobs related to Defined Contribution Conversion Data Lead - Covington - Fidelity TalentSource LLC

  • Defined Contribution Conversion Data Lead

    4 weeks ago

    Covington, United States Fidelity Investments Full time

    Job Description:The RoleWe are seeking a highly skilled Defined Contribution Conversion Data Lead to join our Implementation Team. As a key member of our team, you will be responsible for coordinating the transition of Defined Contribution Plans to Fidelity's DC Plan Services.Key Responsibilities:Coordinate the documentation and conversion of data from prior...

  • Defined Contribution Conversion Data Lead

    2 weeks ago

    Covington, Kentucky, United States Fidelity Investments Full time

    Job Description:The RoleWe are seeking a highly skilled Defined Contribution Conversion Data Lead to join our Implementation Team. As a key member of our team, you will be responsible for coordinating the transition of Defined Contribution Plans to Fidelity's DC Plan Services.You will work closely with clients to develop a Conversion Strategy, detailing how...

  • Defined Contribution Conversion Data Lead

    2 weeks ago

    Covington, Kentucky, United States Fidelity Investments Full time

    Job Description:The RoleWe are seeking a highly skilled Defined Contribution Conversion Data Lead to join our Implementation Team. As a key member of our team, you will be responsible for coordinating the transition of Defined Contribution Plans to Fidelity's DC Plan Services.You will work closely with clients to develop a Conversion Strategy, detailing how...

  • Defined Contribution Conversion Data Lead

    1 week ago

    Covington, United States Fidelity Investments Full time

    Job Description:The RoleAre you interested in working in a fast-paced, evolving organization? The DC Conversion Data Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to Fidelity's DC Plan Services.The documentation and coordination of conversion data from prior recordkeepers. Our DC...

  • Defined Contribution Conversion Data Lead

    6 days ago

    Covington, United States Fidelity Investments Full time

    Job Description:The RoleAre you interested in working in a fast-paced, evolving organization? The DC Conversion Data Lead (CDL) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to Fidelity's DC Plan Services.The CDL follows up with Prior Recordkeepers until all expected data is received and all...

  • Defined Contribution Conversion Specialist

    6 days ago

    Covington, Kentucky, United States Fidelity TalentSource LLC Full time

    Data Analyst is responsible for supporting real-time and end-of-day pricing, history, and analytics, news, and research as well as reference data. Data Analyst may support a variety of businesses using Excel to measure and manipulate data. Responsibilities include, but are not limited to, the following:Escalate critical data issues to internal subject matter...

  • Defined Contribution Conversion Analyst

    5 months ago

    Covington, United States Fidelity TalentSource LLC Full time

    Data Analyst is responsible for supporting real-time and end of day pricing, history and analytics, news and research as well as reference data. Data Analyst may support a variety of business using excel to measure and manipulate data. Responsibilities include, but not limited to the following: Escalate critical Data issues to internal subject matter experts...

  • Sales Account Manager

    2 weeks ago

    Covington, Kentucky, United States Data Intensity Full time

    Sales Account Manager Job DescriptionThe Sales Account Manager position at Data Intensity is a key role that requires a driven self-starter with excellent communication skills to manage and grow an existing account portfolio. The ideal candidate will have a minimum of 1-2 years of successful sales experience within a large technical account environment, with...

  • Retail Data Collector

    5 days ago

    Covington, Kentucky, United States Scan Scape Full time

    About the Role: We are seeking a highly motivated and detail-oriented Retail Data Collector to join our team at Scan Scape. As a Retail Data Collector, you will be responsible for collecting data on products in various stores, using a downloadable app on your personal device. This data is crucial in assessing and improving the performance of both products...

  • Data Entry Clerk

    2 weeks ago

    Covington, Georgia, United States MAU Workforce Solutions Full time

    About the RoleWe are seeking a highly skilled Data Entry Clerk to join our team at MAU Workforce Solutions. As a Data Entry Clerk, you will play a critical role in supporting our client's Customer Service Department.Key ResponsibilitiesProcess logo/personalization requests with accuracy and efficiencyReview and submit order requests, ensuring compliance with...

  • Medical Data Systems Director

    5 days ago

    Covington, Kentucky, United States Kenton Nursing & Rehab Center Full time

    AOM Healthcare is seeking a dedicated and driven Medical Data Systems Director to lead our team at Kenton Nursing & Rehabilitation in Ohio.Our mission is to provide patient-centered care and promote a positive team environment with honesty, dignity, and respect.We offer competitive wages, a full benefits package, PTO, 401 K plans, ongoing training and...

  • Data Center Construction Project Manager

    1 week ago

    Covington, United States Bureau Veritas Group Full time

    The Data Center Construction Project Manager will be responsible for leading the overall direction, completion, and financial outcome of multiple projects with the construction services, program management, and design of data centers. The ideal candidate will possess the knowledge and experience to manage data center construction project management and have...

  • Network Engineer

    4 weeks ago

    Covington, United States META Full time

    Job Title: Network Engineer - Data Center InfrastructureMeta is seeking a highly skilled Network Engineer to join our Edge & Network Services team. As a Network Engineer, you will play a critical role in designing and deploying large-scale data center network infrastructure.Responsibilities:Design and deploy data center network infrastructure, including...

  • Network Engineer

    2 weeks ago

    Covington, United States META Full time

    Job SummaryMeta is seeking a highly skilled Network Engineer to join our Edge & Network Services team. As a key member of our team, you will be responsible for designing and deploying large-scale data center network infrastructure, including cable infrastructure and fiber connectivity solutions.We are looking for a candidate with a strong background in...

  • Data Center Construction Scheduler

    3 months ago

    Covington, United States KGO Full time

    Job Title: Data Center Construction Planner (Owner’s Representative)Location: Covington, GaEmployment Type: Full-TimeBackgroundKGO has been engaged by a large IT corporation to provide comprehensive project management for the construction of data centers in the ATL area. There are currently openings for a Construction Planner to support the creation,...

  • Lead Fabricator

    6 days ago

    Covington, Georgia, United States Oldcastle BuildingEnvelope Full time

    Job SummaryThe Lead Fabricator position at Oldcastle BuildingEnvelope is a key role in our Covington, GA facility. We are seeking a motivated individual who wants to grow with our company. As a Lead Fabricator, you will be equipped with the knowledge and skills needed to succeed in this role. Our company has a strong track record of promoting from within,...

  • Healthcare Expense Management Squad Lead

    2 weeks ago

    Covington, United States Fidelity Investments Full time

    Job SummaryThe Strategic Healthcare Leader will oversee the end-to-end mission, strategy, and tactical execution of the Healthcare Expense Management squad. This role requires a strong understanding of digital health applications, payment, and document capabilities, as well as experience leading cross-functional teams to design, deliver, and maintain dynamic...

  • HVAC Lead Residential Installer

    2 weeks ago

    Covington, United States Airsmiths Cooling & Heating Full time

    Job Title: HVAC Lead Installer - Level 5At Airsmiths Cooling & Heating, we are seeking a highly skilled and experienced HVAC Lead Installer to join our team. As a key member of our installation team, you will be responsible for installing advanced HVAC systems and related components correctly and efficiently.Key Responsibilities:Install HVAC-related...

  • HVAC Lead Residential Installer

    5 months ago

    Covington, United States Airsmiths Cooling & Heating Full time $25 - $45

    Job Title: HVAC Lead Installer - Level 5Job Summary: It is the responsibility of Lead Level 5 to install advanced HVAC systems and any other related HVAC components correctly and in a timely manner with a helper. A wide degree of creative design is expected along with the ability to lead and run a multiple crew install.Job Duties: Work safely following...

  • Process Engineer Lead

    4 weeks ago

    Covington, United States Absolics Inc. Full time

    Job Title: Process Engineer LeadAt Absolics Inc., we are seeking a highly skilled Process Engineer Lead to join our team. As a key member of our substrate manufacturing department, you will be responsible for leading and managing the plating process and technology.Key Responsibilities:Lead and manage the plating process and technology, overseeing operation...

Defined Contribution Conversion Data Lead

4 months ago

Covington, United States Fidelity TalentSource LLC Full time



Job Description:

The Role

Are you interested in working in a fast paced, evolving organization? The DC Conversion Data Lead (CDL) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to Fidelity's DC Plan Services.

  • The documentation and coordination of conversion data from prior recordkeepers. Our CDL'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 CDL follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.

  • The CDL 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.

  • This position is unlikely to require travel.

  • Strong presentation, consulting, and negotiating skills.

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

  • Strong organizational/time management skills, auditing skills.

  • Bachelor s degree preferred.

The Team

As part of the Implementation Team, the CDL 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 CDL 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:

Company Overview

Fidelity Investments is a privately held company with a mission 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.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity'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).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. 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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.