Retirement Implementation Specialist (Conversion Plans)
Job Location:
Denver, CO - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
About Gusto
At Gusto were on a mission to grow the small business economy. We handle the hard stuff payroll health insurance 401(k)s and HR so owners can focus on their craft and their customers. With teams in Denver San Francisco and New York we support more than 500000 small businesses nationwide and are building a workplace that reflects the people we serve.
All full-time employees receive competitive base pay benefits and equity (RSUs) because everyone who helps build Gusto should share in its success. Offer amounts are determined by role level and location. Learn more about our Total Rewards philosophy.
AI is a fundamental part of how work gets done at Gusto. We expect all team members to actively engage with AI tools relevant to their role and grow their fluency as the technology evolves. AI experience requirements vary by role and will be assessed during the interview process.
The Conversion Specialist manages the onboarding experience for 401(k) plans transferring an existing plan to the Gusto 401k platform. This role oversees the full conversion lifecycle from initial handoff through asset transfer data reconciliation and first contribution ensuring accurate record keeping and a smooth transition for plan sponsors and administrators. The ideal candidate brings a strong understanding of retirement plan mechanics meticulous attention to detail and the confidence to guide employers through a complex multi-step process. They work exclusively with plan sponsors and administrators and partner closely with Legal Sales and Operations to keep conversions on track and compliant.
The Conversion Onboarding team handles one of the most operationally complex moments in a clients journey: moving an existing retirement plan to a new provider. We combine operational rigor with a client-first approach ensuring sponsors and administrators feel supported and informed at every step and that assets are transferred accurately and on time.
- Manage a dedicated book of business of 401(k) plan conversions from signing through completed asset transfer and first contribution
- Work with plan sponsors and administrators to gather required documentation and ensure accurate data is submitted to support a smooth asset transfer and recordkeeping transition
- Serve as the primary point of contact for plan sponsors and administrators via email phone and video including inbound scheduling through Calendly
- Guide employers through pre-ready task dashboards proactively preventing stalls and keeping plans on track for their plan start date
- Monitor and drive performance against key benchmarks including time to activation time to ready CSAT and average response time
- Partner closely with Operations and cross-functional teams including Sales and Legal to support asset transfers client expectations and complex plan changes
- Use AI tools to streamline workflows improve client communications and increase efficiency across your book of business
- 4 years of total work experience with 3 years in client-facing implementation technical account management or retirement plan administration; startup and/or financial services experience a plus
- Proven ability to manage a large active book of business involving complex multi-step processes simultaneously
- Deep knowledge in one or more of the following: SaaS Operations or Finance; retirement plan experience strongly preferred
- Strong analytical skills and meticulous attention to detail particularly around data accuracy and reconciliation
- Proficiency with Salesforce and comfort working across case management and collaboration tools in a fast-paced environment
- Strong communication skills across email phone and video with a client-first mindset
- RPS or CRPS designation a plus or active pursuit of either; familiarity with ERISA requirements payroll systems bundled vs. unbundled providers or Safe Harbor compliance is a plus
Our cash compensation amount for this role is $53750/yearly to $64500/yearly in Denver. Final offer amounts are determined by multiple factors including candidate location experience and expertise and may vary from the amounts listed above.
Gusto has physical office spaces in Denver San Francisco and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles Gustos subsidiary whose physical office is in Scottsdale.
Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas.
When approved to work from a location other than a Gusto office a secure reliable and consistent internet connection is required. This includes non-office days for hybrid employees.
Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds not just because its the right thing to do but because it makes our company stronger. If you share our values and our enthusiasm for small businesses you will find a home at Gusto.
Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race color religion national origin age sex (including pregnancy childbirth or related medical conditions) marital status ancestry physical or mental disability genetic information veteran status gender identity or expression sexual orientation or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories consistent with applicable federal state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey please fill out this form and a member of our team will get in touch with you.
Gusto takes security and protection of your personal information very seriously. Please review our Fraudulent Activity Disclaimer.
Personal information collected and processed as part of your Gusto application will be subject toGustos Applicant Privacy Notice.
Required Experience:
IC
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