Retirement Plan Data Analyst - Hybrid & Onboarding

Synergistic Systems, Inc.; Frisco (TX); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Flexible work from home options

Job summary

Synergistic Systems, Inc. is seeking Business Data Analysts (Data Leads) for a 2-year contract with a Fortune 1000 financial services client. The role is hybrid, requiring on-site presence three days per week, with potential on-site in Frisco, TX or Charlotte, NC.

You will coordinate with internal stakeholders, external partners, and vendors to support retirement plan onboarding and updates. The ideal candidate has at least 3 years in financial services, strong Excel and communication skills,

Qualifications

• Minimum of 3 years of financial services experience.
• Proficient in Microsoft Excel
• Strong verbal and written communication abilities
• Ability to learn quickly and adapt to changing priorities
• Preferred knowledge of retirement plan administration, ERISA, IRS and DOL requirements

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.

Skills

Excel skills

Communication

Adaptability

Education

Bachelor's degree

Series 6/7 license

Tools

OMNI recordkeeping platform

Job description

Synergistic Systems, Inc. is seeking Business Data Analysts (Data Leads) for a 2-year contract with a Fortune 1000 financial services client. The role is hybrid, requiring on-site presence three days per week, with potential on-site in Frisco, TX or Charlotte, NC.

You will coordinate with internal stakeholders, external partners, and vendors to support retirement plan onboarding and updates. The ideal candidate has at least 3 years in financial services, strong Excel and communication skills,