Director, Strategic Client Migrations Execution

Job Description:

The Director – Strategic Migrations Execution will utilize their organizational, managerial, and project manager skills to ensure the best outcomes for our client, their participants and Fidelity.

The Expertise We’re Looking For

• Bachelor's degree or equivalent work experience in benefits administration
• 8-10 years interacting with client data and data exchange files
• 6-8 years of Health and Welfare benefits service experience
• 6-8 years working with Health Care vendor and carriers

The Purpose of Your Role

The Analysis and Testing COE Leader is a key member of the Health & Welfare (HW)  Platform Migrations team that services Fidelity clients. The role provides for the ability to work in a growing Health & Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health & Welfare benefits administration landscape.  

The Skills You Bring

• Knowledge of benefits administration B2B data exchange with carriers, payroll providers, and other benefit providers
• Data analytics and analysis with a focus on data transformation
• Process control enhancements and reporting improvements
• Structure large data sets to find usable information
• Proven ability to manage a team of analysts responsible for data interrogation and hygiene, as well as system testers
• Ability to collaborate with vendor partners and influence vendors to align with data exchange standards

The Value You Deliver

• Align, plan, and execute new product capability delivery with in flight implementations across a team of Analysts focused on Data and Testing
• Drive and / or support execution of key implementation activities (example: data cleansing or test plan data mining).
• Oversee validation and/or testing efforts to ensure results meet the client and/or product offering requirements
• Performing root cause analysis to determine gaps or trends for continuous improvement opportunities
• Performing analysis and documenting requirements for clients’ data and translating
• Creating training material and reference material for participant services
• Assisting and coaching the broader virtual team
• Engaging in and/or leading ongoing courses to support continued personal development

How Your Work Impacts the Organization

 Fidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader.   With over 20 years of experience in Health & Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients.  In this role, you will be uniquely positioned to deliver the service to achieve those goals. 

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—we 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, or by calling 800-835-5099, prompt 2, option 3.