Conversion Analyst

Humaninterest; United States; On-site; USD 71,030,433 - 86,076,580; Full time

Benefits offered by this job

401(k) plan

Health plans

Parental leave

Monthly work-from-home stipend

Quarterly lifestyle stipend

Job summary

Human Interest is seeking a Conversion Analyst to manage the transfer of retirement plan assets between recordkeepers. You will ensure accurate data transfer, process participant loans, and review plan assets from multiple recordkeepers while maintaining a customer-centric approach.

You will work across teams to develop process improvements, monitor conversions, and resolve complex operational challenges. A strong analytical mindset and meticulous attention to detail are essential for success in

Qualifications

• 1–3 years in incoming plan conversions in retirement services.
• Experience with reconciliation and parsing large data packets.
• Working knowledge of 401(k) investment processes, including trading windows and settlement periods.

Responsibilities

• Verify completeness and accuracy of incoming plan documentation.
• Process and reconcile incoming plan assets from multiple recordkeeping platforms.
• Decide asset investment timing and methodology for accurate conversions.
• Set up and validate participant loans during conversions with correct terms.
• Act as SME on incoming plan source types and system configuration during conversions.
• Collaborate cross-functionally to resolve conversion issues and meet customer needs.
• Monitor channels to identify trends and provide timely support.

Skills

Reconciliation

Data parsing

Excel (Pivot/VLOOKUP)

Tools

Excel

Job description

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the role

As a Conversion Analyst, you'll be responsible for managing the intricate process of transferring retirement plan assets between recordkeepers. You will collaborate with partner teams to ensure accurate data transfer, processing participant loans during conversions, and meticulously reviewing plan assets from multiple recordkeeping companies. You'll work cross-functionally to meet customer needs, proactively monitor communication channels, and leverage your industry expertise to develop process improvements and operational efficiencies. This role demands strong analytical skills, attention to detail, and the ability to identify and resolve complex operational challenges while maintaining a customer-centric approach.

About the team

The Conversion Analyst team ensures accurate and timely investment of incoming monies from other Recordkeepers. We review all the information received from the previous Recordkeeper not only to invest participant monies, but also to set up active loans and document additional information necessary to continually service the converting retirement plan effectively.

What you get to do every day

• Partner with Conversion Document Specialists to verify completeness and accuracy of incoming plan documentation
• Process and reconcile incoming plan assets from multiple recordkeeping platforms
• Make informed decisions regarding asset investment timing and methodology to ensure efficient and accurate conversion of participant funds
• Set up and validate participant loans during the conversion process, ensuring accurate terms and documentation
• Serve as a subject matter expert on incoming plan source types and their alignment with system capabilities, ensuring proper setup and configuration during conversions
• Collaborate cross-functionally to resolve complex conversion issues and meet customer needs
• Monitor communication channels to identify emerging trends and provide timely support

What you bring to the role

• 1-3 years working in a position directly with incoming plan conversions in the retirement services sector
• Previous experience in reconciliation and/or parsing large data packets
• Working knowledge of 401(k) investment processes, including understanding of trading windows and settlement periods
• A strong work ethic, proactively following up with our internal partners to complete the conversion process
• Advanced Excel skills, including proficiency with pivot tables, VLOOKUP functions, and complex data analysis for large datasets
• A passion for process; constantly on the lookout for inefficiencies that can be improved
• Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
• Strong written communication skills
• Effective time management and organizational skills
• A positive attitude, a team player, and highly collaborative

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.

• Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
• Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

Compensation

At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $24.76 - $30.04 per hourand represents the minimum in our lowest geographic region to a maximumin our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. This position will also offer a variable target of $10,000. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits. In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

We’re a great place to work (but don’t take our word for it)

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work® (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024)
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws. Employment with Human Interest is at-will, meaning either you or the company may terminate employment at any time, with or without cause or notice, except as otherwise provided by law or written agreement.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at [e-mail].

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

See more: https://humaninterest.com/disclosures