Conversion Ops Associate — Precision 401(k) Conversions

The Wrap; Denver (CO); Hybrid; USD 36,000 - 40,000; Full time

Benefits offered by this job

Equity (RSUs)

Competitive base pay

Hybrid work model

Job summary

Gusto is seeking a detail-driven ConversionOps Associate to independently manage retirement plan conversions, validating asset allocations, reconciling trust data, and establishing participant loan records before go live. You will partner with CX Onboarding, Compliance, and Reconciliations to catch discrepancies early and ensure smooth activations in a high-stakes environment.

Based in Denver, this hybrid role leverages strong Excel skills and a proactive mindset to maintain data integrity,

Qualifications

• Advanced proficiency in Excel including lookups, pivots, data validation, and error analysis.
• Strong attention to detail and a systems-thinking approach.
• Excellent analytical mindset with ability to identify root causes and trends.
• Ability to independently manage competing priorities in a high-volume, deadline-driven environment.
• Comfort with learning new tools rapidly and explaining them to others.
• Collaborative, cross-functional communication with CX Onboarding, Compliance, Reconciliations, and Client Success.

Responsibilities

• Own asset allocations and independently manage participant-level allocations during plan conversions.
• Reconcile trust reports and legacy provider data to ensure accurate balances before upload.
• Validate fund mapping, participant elections, and allocation logic to support go-live readiness.
• Establish and configure participant loan records with correct balances and repayment schedules.
• Ensure data integrity and historical data support for compliance testing and reporting.
• Identify data gaps and partners with client-facing teams to resolve issues before go-live.
• Ensure complete data collection, validation, and uploading prior to plan activation to avoid rework.
• Collaborate with Client Success, Onboarding, Compliance, and Reconciliations to resolve discrepancies in reports and data.
• Contribute to automation initiatives and tooling enhancements to improve accuracy and efficiency.

Skills

Excel

Attention to detail

Analytical mindset

Prioritization

Problem solving

Cross-team communication

Job description

Gusto is seeking a detail-driven ConversionOps Associate to independently manage retirement plan conversions, validating asset allocations, reconciling trust data, and establishing participant loan records before go live. You will partner with CX Onboarding, Compliance, and Reconciliations to catch discrepancies early and ensure smooth activations in a high-stakes environment.

Based in Denver, this hybrid role leverages strong Excel skills and a proactive mindset to maintain data integrity,