Retirement Plan Data Lead – Hybrid & Flexible Work

Synergistic Systems Inc; Charlotte (NC); Hybrid; USD 85,000 - 110,000; 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 2-year contract roles to coordinate with stakeholders and vendors for retirement plan client onboarding and service implementations.

Roles require at least 3 years in financial services, strong Excel skills, and excellent communication. Hybrid work, on-site three days per week in Charlotte, NC or Frisco, TX; remote work options may be available.

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
• Experience with client transitions, onboarding, or plan implementations
• Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements (preferred)

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, escalation, 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

Verbal communication

Written communication

Adaptability

Learning agility

Stakeholder coordination

Education

Bachelor's degree

Tools

OMNI recordkeeping platform

Job description

Synergistic Systems Inc. is seeking Business Data Analysts (Data Leads) for 2-year contract roles to coordinate with stakeholders and vendors for retirement plan client onboarding and service implementations.

Roles require at least 3 years in financial services, strong Excel skills, and excellent communication. Hybrid work, on-site three days per week in Charlotte, NC or Frisco, TX; remote work options may be available.