Conversion Analyst

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

The Implementation Core Team is the backbone of the Revenue team and keeps the entire organization running smoothly.  As a member of this team, you will help lead the processes and adherence to procedures of our Conversion Team, helping plan sponsors finalize the transfer of assets to Human Interest, and successfully complete the conversion of their 401(k) plans.

What you get to do every day

• Partner with the Customer Onboarding Specialist and Operations to ensure incoming plan assets and data are complete and accurate
• Monitor for and process incoming assets for the conversion of retirement plans from multiple recordkeeping companies
• Assist in developing process improvements, using experience in the role and the industry to find efficiencies and develop best practices
• Work cross-functionally within our organization to make sure customer needs are met
• Actively monitor communication channels and see where help is needed, as well as identifying bigger themes
• Liaise with prior recordkeepers to ensure timely transfer of assets and data
• Other duties as assigned

What you bring to the role

• 1-3 years working in a position directly with incoming plan conversions in the retirement services sector 
• Previous experience in reconciliation and/or parsing large data packets
• ASPPA Certification/Credentialing of RPF, QKA, QKC, QPA, or CPC (or commitment to quickly obtain certification/credentialing)preferred
• A “people person” who truly enjoys interacting with clients and recordkeepers, and can communicate difficult concepts fluidly
• A strong work ethic, proactively following up with our internal partners or external recordkeepers, keeping them on track
• A passion for process; constantly on the lookout for inefficiencies that can be improved
• Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
• Strong written and oral communication skills
• Effective time management and organizational skills
• A positive attitude, a team player, and highly collaborative

Where you will work

• Utah County, Utah (office in Lindon area)
• Hybrid, in office 3 days per week

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. 

• Customer obsession
• Long-term orientation
• Autonomous and accountable teams
• An escalating bar for talent and performance 
• Fundamental optimism 

Read more

Compensation - The hourly range target for the role seniority described in this job description is $31.25 - $36.07. Final offer amounts depend on multiple factors including candidate experience and expertise, compensation/equity mix, and market data. This position may also be eligible for additional incentives such as equity awards, short-term incentives, or sales compensation.

Benefits - 

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Generous PTO and parental leave policies
• Lyra - Enhanced Mental Heath Support for Employees and dependents  
• Carrot - Fertility healthcare and family forming benefits
• Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; annual wellness stipend
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
• Fun online and regional events and celebrations and department and company offsites
  

About Human Interest: 

We’re a high-growth, Series D-funded company that’s changing the retirement industry. Named one of America’s Best Startup Employers by Forbes, one of the Best Places to Work by Built In, and a Top Company by Y Combinator, we’ve raised $500M and are backed by leading investors, including Blackrock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

Human Interest employees must adhere to the Company’s security policies and Code of Ethics. 

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures