Data Conversion Manager - Equity Compensation
Job Description
Job Description:
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.
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.
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 Value You Deliver
- 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
Note: Fidelity is not providing immigration sponsorship for this position
Certifications:
Category:
Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
Job Description:
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.
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.
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 Value You Deliver
- 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
Note: Fidelity is not providing immigration sponsorship for this position
Certifications:
Category:
Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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