Conversion Operations Associate
The Conversion Operations Associate manages retirement plan data transfers, asset allocations, reconciliations, and participant loan setup to ensure accurate go-live execution. The role requires 3+ years in retirement or financial operations, advanced Excel skills, and strong analytical attention to detail.
About the job
Responsibilities
- Manage participant-level asset allocations during retirement plan conversions, including parsing, validation, and allocation of transferred funds.
- Reconcile trust reports and legacy provider data to validate asset balances, fund mapping, participant elections, and allocation logic before system upload and go-live.
- Investigate cash-movement and asset-balance discrepancies and drive open items to resolution.
- Establish participant loan records, including balances, repayment schedules, and payroll alignment.
- Protect historical data integrity for downstream compliance testing and reporting.
- Identify source-data gaps and collaborate with client-facing teams to resolve issues before go-live.
- Partner with Client Success, Onboarding, Compliance, and Reconciliations teams.
- Contribute to automation initiatives and tooling improvements that increase conversion accuracy and efficiency.
Requirements
- 3+ years of experience in retirement plan administration, financial operations, or onboarding-focused operational roles.
- Strong understanding of pre-tax, Roth, and employer contributions; loan structures; and participant-level retirement data.
- Advanced Excel proficiency, including lookup functions, pivot tables, data validation, and error analysis.
- Ability to manage competing priorities in a high-volume, deadline-driven environment.
- Strong analytical mindset, attention to detail, systems thinking, and clear-headed problem solving.
- Ability to learn new tools and platforms quickly.
Nice to have
- Experience supporting 401(k) plan conversions, asset transitions, loans, or trust reconciliation.
Compensation
- Cash compensation: $68,570–$84,000 per year in Denver.
- Full-time employees receive benefits and equity (RSUs).
Skills
Excel, Lookup Functions, Pivot Tables, Data Validation, Error Analysis, 401(K), Retirement Plan Administration, Asset Allocation, Trust Reconciliation, Participant Loans, Payroll, Automation
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