Workday Consultant (401K)

Compunnel Inc.; Dallas (TX); On-site; USD 70,000 - 90,000; Part time

Job summary

A financial services company is seeking a Data Conversion Consultant in Dallas, TX. The role involves coordinating the transition of Defined Contribution Plans, overseeing data conversion, and managing client relationships. Ideal candidates have a minimum of 2 years in 401(k) administration and excellent analytical and communication skills. This position is full-time and contract-based.

Qualifications

• Minimum of 2 years’ experience in 401(k) plan administration, implementation, or operations.
• General understanding of the retirement and defined contribution market.
• Strong attention to detail with excellent communication skills.

Responsibilities

• Partner with clients to develop and document a Conversion Strategy for Defined Contribution plan transitions.
• Manage and oversee the transfer of plan assets, reconciling trust balances against participant account balances.
• Serve as primary client liaison during the data conversion process.

Skills

Business analysis

Analytical skills

Problem-solving

Client communication

Time management

Education

Bachelor’s degree or equivalent work experience

Job description

Overview

The Data Conversion Consultant (DCC) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution (DC) Plans to new plan services. This role involves managing the documentation and coordination of conversion data from prior recordkeepers, working directly with clients to develop a Conversion Strategy, and ensuring accurate and complete delivery of plan data. The DCC also oversees the transfer of assets, reconciles trust balances to participants’ account balances, and partners with clients to resolve any variances.

Location: Covington KY or Merrimack NH or Westlake TX

Key Responsibilities

• Partner with clients to develop and document a Conversion Strategy for Defined Contribution (401k) plan transitions.
• Coordinate the delivery of data from prior recordkeepers, reviewing packages for completeness and accuracy.
• Follow up with prior recordkeepers until all expected data is received and all outstanding questions are resolved.
• Manage and oversee the transfer of plan assets, reconciling trust balances against participant account balances.
• Identify, research, and resolve data and reconciliation variances in collaboration with clients.
• Serve as a primary client-facing liaison during the data conversion process, ensuring clear communication and proactive issue resolution.
• Collaborate with internal teams to ensure smooth, timely, and compliant conversions.

Qualifications & Experience

• Minimum of 2 years’ experience in 401(k) plan administration, implementation, or operations.
• Strong background in business analysis (requirement gathering, client-facing discussions, and process documentation).
• General understanding of the retirement and defined contribution market.
• Demonstrated ability to manage multiple priorities, anticipate potential problems, and implement solutions effectively.
• Excellent written, verbal, and client communication skills with strong attention to detail.
• Strong analytical, auditing, and problem-solving skills.
• Proven organizational and time management abilities.
• Bachelor’s degree or equivalent work experience preferred.

Seniority level

• Mid-Senior level

Employment type

• Contract

Job function

• Analyst and Human Resources
• Industries: Banking, Financial Services, and Investment Banking