Conversion Operations Associate

📋 Description

• Own asset allocations. Manage participant allocations during plan conversions.
• Reconcile trust data; validate fund mapping and elections before go live.
• Resolve discrepancies in cash and asset balances during conversion.
• Establish and configure participant loan records pre-activation.
• Protect data integrity for downstream compliance testing.
• Collaborate with Client Success, Onboarding, Compliance, and Reconciliations.

🎯 Requirements

• 3+ years in retirement plan admin, financial ops, or onboarding ops.
• Strong knowledge of contribution types, loans, and participant data.
• Advanced Excel skills: lookups, pivots, data validation.
• Ability to manage competing priorities in a high-volume setting.
• Adaptability to changing priorities while maintaining quality.
• Quick product mastery; confident with new tools and platforms.

🎁 Benefits

• Competitive base pay, benefits, and RSUs (varies by role and location).
• Total Rewards philosophy explanation available online.
• Office options in Denver, SF, and NYC with hybrid expectations.