Job Description
July Business Services (JULY) is seeking an individual for Senior Recordkeeping Conversion Manager. In this role, you will enjoy the unique challenge of applying your conversion recordkeeping experience to support the Installation and Recordkeeping teams, their clients, and their investment advisors. As you gain experience and demonstrate excellence, you will have the opportunity for additional career opportunities at JULY based on your personal strengths and interests.
The Gig
- Serve as a conversion resource, producer, and reviewer based on workflow needs.
- Perform as a project manager for conversions of takeover plans, mergers, and additional related acquisition activity on specific timeframes with medium to high complexity.
- Communicate with diverse internal teams regarding information needs, processing priorities, and problem resolution.
- Understand and be able to communicate key recordkeeping conversion functions.
- Conduct preliminary review of conversion plan details to identify and communicate any issues that may impact the success of the transition, as well as any risks that could affect financial exposure, delayed implementation, or client satisfaction.
- Work closely and review the DataPath teams import of plan data and participant loan setup.
- When needed perform file manipulation, reconcile balances, import plan data, set up participant loans, and reinvest assets based on the selected conversion strategy.
- Make necessary data additions and adjustments to Relius plan, loan, and web specifications to ensure accurate display of plan information and meeting of future processing requirements.
- Generate data queries, reports, or other requested data from Relius as needed by other team members.
- Research past conversion projects to assist with residual activity or address questions from other team members.
- Navigate custodial websites to verify receipt of incoming wires, enter manual trades, confirm trades, reconcile shares, and identify dividends or residuals related to conversions.
Our Needs
- 5+ years of 401(k) recordkeeping experience with in-depth knowledge of recordkeeping conversions.
- Strong analytical and collaborative skills, with a firm emphasis on detail.
- Capacity to manage multiple ongoing projects and competing priorities.
- Experience with FIS Relius recordkeeping system.
Our Wants
- Experience in retirement plan administration a plus.
- Bachelor’s Degree Preferred.
- ASPPA QKA or Equivalent certification or must agree to obtain QKA within 4 years.
Our Values
- Build a winning culture
- Pursue excellence
- Deliver WOW service
- Foster strong relationships
- Have a servant’s heart
- Drive innovation
We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.
Our Benefits
- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Generous Paid Time Off
- Ability to work remotely and much more
About JULY
JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000+ small and mid-sized employers, representing 150,000+ plan participants.
In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.
