Conversion Analyst (Fintech)

TL;DR

Conversion Analyst (Fintech): Managing the transfer of retirement plan assets between recordkeepers with an accent on data accuracy and participant loan processing. Focus on reconciling large data packets, optimizing investment timing, and resolving complex operational challenges in the retirement services sector.

Location: Remote (United States)

Salary: $24.76 - $30.04 per hour

Company

hirify.global is a high-growth fintech company on a mission to ensure that people in all lines of work have access to affordable and accessible retirement benefits for small and medium-sized businesses.

What you will do

• Partner with Conversion Document Specialists to verify the completeness and accuracy of incoming plan documentation.
• Process and reconcile incoming plan assets from multiple recordkeeping platforms.
• Determine optimal asset investment timing and methodology to ensure efficient conversion of participant funds.
• Set up and validate participant loans during the conversion process, ensuring accurate terms and documentation.
• Act as a subject matter expert on plan source types and their alignment with system configuration.
• Collaborate cross-functionally to resolve complex conversion issues and monitor emerging trends.

Requirements

• 1-3 years of experience with incoming plan conversions in the retirement services sector.
• Previous experience in reconciliation and parsing large data packets.
• Working knowledge of 401(k) investment processes, including trading windows and settlement periods.
• Advanced Excel skills, specifically with pivot tables, VLOOKUP, and complex data analysis.
• Must be based in the United States.
• Strong written communication, time management, and organizational skills.

Culture & Benefits

• 401(k) plan with a dollar-for-dollar employer match up to 4% (immediately vested).
• Top-tier health, dental, and vision insurance.
• Competitive time off and parental leave.
• Mental health support via Lyra and fertility healthcare via Carrot.
• Monthly work-from-home stipend and quarterly lifestyle stipend.
• Access to digital financial wellness tools and professional advisors.