Data Conversion Analyst

Description:
On-site Every Other Week onsite / 5 days in either Merrimack, NH or Covington, KY or Westlake, TX

Our client seeks a Defined Contribution Conversion Lead to coordinate transitions of Defined Contribution Plans to DC Plan Services. The role documents and coordinates conversion data from prior recordkeepers, develops a conversion strategy with the client, manages data delivery and completeness reviews, follows up until all data and questions are resolved, and validates that transferred data aligns with expectations. The role produces reports for client review and satisfaction.

As part of the Implementation Team, the role serves as primary contact for data conversion and reconciliation and participates in deep dive discovery with clients, prior recordkeepers, and trustees to gather data required to complete implementation or corporate action projects.

Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $30.00 to $35.00/hr. w2

Responsibilities:

• Coordinate transition of Defined Contribution Plans to DC Plan Services.
• Develop and document a conversion strategy with clients.
• Obtain, track, and review conversion data packages from prior recordkeepers for completeness.
• Resolve data questions with prior recordkeepers and stakeholders.
• Validate post-transfer data accuracy and produce client-facing reports.
• Serve as primary client contact for data conversion and reconciliation activities.
• Participate in deep dive discovery with clients, prior recordkeepers, and trustees.
• Plan for potential issues and execute risk mitigation during implementations.

Experience Requirements:

• 3 to 5 years of implementation and/or 401(k) operations experience.
• General understanding of the retirement market, client service, and implementation processes.
• Strong organizational and operational skills with ability to partner internally.
• Proven problem solving and client management abilities.
• Excellent written and oral communication skills with attention to detail.
• Ability to travel as needed.
• Ability to understand and work with payroll software programs.
• Strong presentation, consulting, negotiating, analytical, problem identification, and auditing skills.
• Fidelity products and services knowledge preferred.

Education Requirements:

• Bachelor's degree preferred.

Recruitment Transparency Notice

Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening and hiring process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team (, ) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position.

All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group's use of these tools, including AI tools, as part of the application and hiring process.

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
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About Eliassen Group:

Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent…