What are the responsibilities and job description for the Plan Conversion Analyst -(PA2024091202) position at SS&C?
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000 employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Title: Retirement Plan Services Group – Plan Conversion Analyst
Location: Hybrid – Kansas City, MO metro area or Quincy, MA metro area ONLY
Get To Know The Team:
SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. SS&C Retirement Solutions aspires to be the partner of choice for the industry’s leading retirement plan providers by offering tailored solutions that help drive providers’ vision, reinforce their value proposition, and support their strategic goals.
The Plan Conversion Team has a large portfolio of projects and activities focused on plan transitions and investment related changes for recordkeeping clients. The Plan Conversion Analyst focuses on leading small transition and fund-related projects and supports the team’s overall project portfolios and project management processes.
Why You’ll Love It At SS&C!
Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!
What You Will Get To Do:
Lead small projects to ensure receipt of transferred assets, mapping or default, allocation and releases are properly handled
Work collaboratively with management and internal teams to scope projects and schedule tasks
Maintain a high level of service to clients by responsiveness, effective communications and completion of project deliverables in agreed upon timeframes according to contractual benchmarks
Document Plan Conversion project requirements, notes and other critical information to be shared with relevant business units
Establish effective communications and change management activities for clients
The Impact You Will Make:
Bachelor’s degree or 2-5 years of experience in financial services or similar environment and 1-2 years project management
Knowledge of retirement plan recordkeeping and of retirement plan products and services
Excellent verbal and written communication skills
Research, analytical and problem resolution skills
Experience with Excel, MS Word, Microsoft Teams
Demonstrated project management skills
Strong attention to detail with the ability to organize, plan, and prioritize to meet deadline
Able to work in the local office 4-6 days per month.
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
