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Lead data conversion for Fidelity's Stock Plan Services, managing client onboarding and platform integration.
Mid-level role based in Smithfield, RI, focused on project coordination and data analysis.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data. As a Data Conversion Manager, you’ll play a critical role in onboarding clients and ensuring seamless integration into our equity compensation platform. This role offers the opportunity to work in a collaborative, fast-paced environment where your contributions directly impact client success.
- Manage the end-to-end data conversion process from requirements gathering to successful production load
- Build strong partnerships with business partners, clients, and third-party vendors
- Effectively balance multiple assignments and priorities
- Communicate project status and technology issues to sponsors, stakeholders, and senior management
- Collaborate with Workplace Investing management teams and business partners to share approaches, develop solutions, and improve capabilities
The Expertise and Skills You Bring
- 1-3 years of project coordination and delivery experience
- Client-facing experience
- Equity compensation knowledge preferred
- Experience with Mainframe and Systems Development Life Cycle
- BS/BA Degree, Business Management or Computer Science preferred
- Proven project management and process skills within data-centric projects
- Confident presence in front of clients and key business partners
- Strong data analysis capabilities
- Proficiency in Microsoft Excel and related tools
- Critical thinker with sound decision-making skills
- Excellent relationship-building and communication skills
- Advanced problem-solving skills with the ability to assimilate information quickly
- Demonstrates adaptability in dynamic environments
- Ability to work independently
The Team
The Data Conversion Manager is part of the Stock Plan Services Implementation Team responsible for the conversion of client data as well as file feed integration onto the SPS platform. The team supports both new client implementations and ongoing changes (conversions, mergers, spinoffs, payroll conversions), working in a collaborative and innovative environment. The Data Conversion Manager manages projects in the emerging mid and large market segment related to file feeds, plan adds and new business projects.
Fidelity’s Onsite Working Model
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.
Certifications:
Category:
Client Service
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.