Participate in in-depth discussions with internal and external clients regarding data mapping strategies often across multiple plans.
Analyze, interpret, and map data fields based on business rules, recordkeeping functionality, and client specifications.
Identify and resolve data anomalies and functional differences between systems to ensure accurate data conversion.
Conduct data discovery to ensure all required data elements are obtained, validated, and ready for load.
Review and quality-check data files prior to and after system loading to confirm accuracy, completeness, and adherence to Empower's data standards.
Document mapping decisions, validation results, and issue resolutions to maintain accurate project records.
Coordinate with internal teams-including Implementation, Recordkeeping, and Quality Assurance-to meet established conversion milestones.
Support testing efforts related to data validation, rule configuration, and downstream dependencies.
Maintain a moderate level of autonomy in decision-making and prioritization while adhering to project timelines and escalation procedures.
Identify process improvement opportunities to enhance accuracy, efficiency, and client experience within the mass conversion process.
Requirements
Bachelor's degree or equivalent work experience.
Experience working with defined contribution plan data, recordkeeping systems, or data conversions.
FINRA fingerprinting required
Demonstrated analytical and problem-solving skills with strong attention to detail.
Ability to interpret and apply plan provisions, data rules, and mapping logic accurately.
Strong written and verbal communication skills with the ability to interact effectively with internal and external partners.
Proven ability to manage multiple deliverables in a fast-paced environment.
Experience with Empower recordkeeping systems and conversion processes.
Familiarity with data mapping tools, data validation techniques, and structured data formats (e.g., Excel, CSV, XML).
Knowledge of plan administration, retirement plan compliance, or related financial industry regulations.
Normal Office Working Conditions: this job operates in a professional office environment and routinely uses standard office equipment.
Benefits
Vision insuranceFlexible schedule
Additional Information
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Mass Conversion Analyst serves as a member of the Mass Conversion team responsible for ensuring the successful and accurate conversion of data for large scale acquisitions and new Empower clients. This role collaborates directly with other Recordkeepers, Plan Sponsors, Brokers, Third Party Administrators (TPAs), and internal Empower teams to deliver a seamless transition of data into Empower's recordkeeping systems. The Analyst participates in client meetings and data mapping discussions, identifies and resolves data anomalies, and executes deliverables within established timelines and quality standards.
Empower · Manila, Philippines