Conversion Analyst - Retirement Plan Operations
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-03
Listing for:
Doist
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Human Interest is seeking a Conversion Analyst to manage the transfer of retirement plan assets between recordkeepers. You will collaborate with partner teams to ensure accurate data transfer and to review plan assets from multiple recordkeeping companies.
You will also oversee loan processing during conversions with a customer-centric approach. This role requires strong analytical skills, meticulous attention to detail and the ability to resolve complex operational challenges while maintaining
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