Hybrid Data Analyst: Retirement Plan Onboarding

Synergistic Systems, Inc.

Charlotte (NC)

Hybrid

USD 80,000 - 110,000

Full time

4 days ago

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Job summary

Synergistic Systems, Inc. is seeking Business Data Analysts (Data Leads) for 2-year contract roles in a Fortune 1000 financial services environment.

The role involves coordinating with internal stakeholders, external partners, and vendors to support retirement plan data onboarding, platform updates, and service implementations. Hybrid role with on-site presence three days per week; candidates should reside in or commute to Charlotte, NC or Frisco, TX.

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.

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 such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
Ensure adherence to transition best practices throughout the implementation lifecycle.
Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships.
Ensure procedural steps and documentation standards are consistently followed.
Perform quality checks at each stage of implementation to ensure accuracy and compliance.
Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.
Provide timely implementation status updates to business partners and management.