Data Exchange Consultant

skillventory - A Leading Talent Research Firm

Data Exchange Consultant managing financial data migration for defined contribution plans at Fidelity Investments. Ensuring coordination of data specifications and configurations with client satisfaction.

Posted 5/24/2026full-timeMerrimack • Kentucky, New Hampshire, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Contribute to the migration of financial and participant data for defined contribution plans to Fidelity
Coordinate data specifications and configure systems
Establish efficient data links, addressing technology gaps and handling conversion schedules
Assure flawless execution and client happiness

Requirements

What you’ll need

At least 2 years of experience in implementation or 401(k) operations
Strong organizational and operational skills
Proven problem-solving and client management abilities
Excellent communication skills and attention to detail
Experience with Fidelity proprietary systems such as FPRS, FocusPoint, TSO, PPMC, and PSW
Strong presentation, consulting, and negotiating skills

Benefits

Comp & perks

Flexible work arrangements
Professional development

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data migrationdata specificationssystem configurationdata linkingconversion scheduling401(k) operations

Soft Skills

organizational skillsoperational skillsproblem-solvingclient managementcommunication skillsattention to detailpresentation skillsconsulting skillsnegotiating skills