Retirement Plan Conversion Analyst

As a member of the Client Transition Services (CTS) team, this role handles moderate to complex data and asset transfer processes during new client plan conversions, ensuring timely and proper notification of cash flows to the Transamerica Retirement Services (TRS) Funding Group and completion of milestone tasks for the project team members.

• Partner with clients, vendors, payroll providers and internal resources to gather data elements for migration.
• Establish an ongoing data dialog, via payroll files, to maintain data elements.
• Analyze and reconcile data received against documented plan rules.
• Post transferred records from former record systems into the company system; maintain auditable records of completed conversion steps.
• Audit, analyze and perform data quality reviews for each conversion.
• Maintain the NBI (new business intelligence) database and transaction calendar.
• Participate in meetings with the Implementation staff.
• Lead and/or participate in department projects and data‑specific initiatives.
• Manage large data conversion projects.
• Maintain department tools and procedures as assigned.
• Identify procedural issues/gaps and recommend solutions.

• Five years of experience in the financial services industry including working with electronic data files.
• Working knowledge of Paris or related database systems, and SQL (AQT).
• Experience using Informatica or Pervasive software, or related systems.
• Written and verbal communication skills to present information to internal and external stakeholders.
• Organizational skills and attention to detail.
• Problem‑solving and analytical skills.
• Proficiency in MS Word/Excel.
• Experience constructing queries.

• Remote / Hybrid

The salary for this position generally ranges between $70,000 and $77,000. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

This position is also typically eligible for an annual bonus based on the company bonus plan/individual performance and at company discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.