Defined Contribution Data Conversion Lead

Jobtailor; Kentucky; On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor is seeking a skilled professional to manage Defined Contribution Plan transitions to DC Plan Services. You will develop client conversion strategies, review data delivery from prior recordkeepers, and produce client-facing reports to ensure smooth transitions.

The role requires 3-5 years in implementation and/or 401(k) operations, a Bachelor’s degree, and strong communication and negotiation skills. Knowledge of payroll software is a plus.

Qualifications

• Bachelor’s degree preferred.
• 3-5 years’ experience in implementation and/or 401(k) operations.
• Strong understanding of retirement market and client service.
• Excellent communication and negotiating skills.
• Ability to work with payroll software programs.

Responsibilities

• Coordinate the transition of Defined Contribution Plans to DC Plan Services.
• Develop a Conversion Strategy with the client.
• Review data delivery from Prior Recordkeepers.
• Produce reports to review with the client.

Skills

organizational skills

operational skills

presentation skills

consulting skills

negotiating skills

written communication

oral communication

Education

Bachelor’s degree

Tools

401(k) operations

implementation processes

data delivery

report production

Job description

Responsibilities

• Coordinate the transition of Defined Contribution Plans to DC Plan Services
• Develop a Conversion Strategy with the client
• Review and follow up on data delivery from Prior Recordkeepers
• Produce reports to review with the client

Requirements

• Bachelor’s degree preferred
• Minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations
• General understanding of the retirement market, client service, implementation processes
• Strong organizational and operational skills
• Ability to understand and work with payroll software programs
• Strong presentation, consulting, and negotiating skills
• Excellent written and oral communication skills

Hard Skills

• 401(k) operations
• implementation processes
• data delivery
• report production

Soft Skills

• organizational skills
• operational skills
• presentation skills
• consulting skills
• negotiating skills
• written communication
• oral communication

Certifications & Qualifications

• Bachelor’s degree