Business Data Analyst

Jobtailor; North Carolina; On-site; USD 85,000 - 110,000; Full time

Job summary

Jobtailor in United States (Charlotte, NC area) is seeking a skilled retirement plan implementation specialist. You will coordinate platform updates for retirement plan clients and manage configurations supporting service changes, including fund lineup and fee updates.

Responsibilities include ensuring best-practice transitions, identifying issues, and communicating progress to partners. Proficiency in Excel and ERISA/IRS/DOL awareness are essential for accurate, compliant implementations.

Qualifications

• Minimum of 3 years of financial services experience.
• Intermediate Microsoft Excel skills.
• Strong verbal and written communication abilities.
• Ability to learn quickly and adapt to changing priorities.
• Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing.
• Experience with client transitions, onboarding, or plan implementations.
• Experience with OMNI recordkeeping platform.

Responsibilities

• Coordinate platform updates and service installations for retirement plan clients.
• Manage, execute, and validate configurations supporting retirement plan service changes.
• Implement new plans and changes, including fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
• Ensure adherence to transition best practices throughout the implementation lifecycle.
• Identify, escalate, and proactively resolve issues and risks.
• Follow procedural steps and documentation standards.
• Perform quality checks at each implementation stage for accuracy and compliance.
• Build credibility with clients, consultants, and internal partners through knowledge of onboarding processes.
• Provide timely implementation status updates to business partners and management.
• Coordinate with internal stakeholders, external partners, and vendors to obtain and validate plan data.

Skills

Financial services

Excel skills

Communication skills

Adaptability

ERISA knowledge

Plan implementation

Tools

OMNI recordkeeping

Job description

• Coordinate platform updates and service installations for retirement plan clients
• Manage, execute, and validate configurations supporting retirement plan service changes
• Implement new plans and changes, including fund lineup modifications, fee adjustments, QDIA updates, and contract amendments
• Ensure adherence to transition best practices throughout the implementation lifecycle
• Identify, escalate, and proactively resolve issues and risks
• Follow procedural steps and documentation standards
• Perform quality checks at each implementation stage for accuracy and compliance
• Build credibility with clients, consultants, and internal partners through knowledge of onboarding processes
• Provide timely implementation status updates to business partners and management
• Coordinate with internal stakeholders, external partners, and vendors to obtain and validate plan data

Requirements

• Minimum of 3 years of financial services experience
• Intermediate Microsoft Excel skills
• Strong verbal and written communication abilities
• Ability to learn quickly and adapt to changing priorities
• Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
• Experience with client transitions, onboarding, or plan implementations
• Experience with OMNI recordkeeping platform
• Candidates must reside in or commute to Charlotte, NC or Frisco, TX

Core Competencies

Demonstrates expertise in retirement plan administration, including compliance with ERISA, IRS, and DOL requirements, while effectively managing client transitions and implementations. Strong communication skills and proficiency in Microsoft Excel support successful coordination with stakeholders and timely updates.