Data Conversion Analyst
Merrimack, NH
Category: Data
Industry: Financial Services
Reference ID: JN -072026-107681
Date Posted: 07/30/2026
Shortcut: http://careers.eliassen.com/6kmTZd
Description:
On-site Every Other Week onsite / 5 days in either Merrimack, NH or Covington, KY or Westlake, TX
Our client seeks a Defined Contribution Conversion Lead to coordinate transitions of Defined Contribution Plans to DC Plan Services. The role documents and coordinates conversion data from prior recordkeepers, develops a conversion strategy with the client, manages data delivery and completeness reviews, follows up until all data and questions are resolved, and validates that transferred data aligns with expectations. The role produces reports for client review and satisfaction. As part of the Implementation Team, the role serves as primary contact for data conversion and reconciliation and participates in deep dive discovery with clients, prior recordkeepers, and trustees to gather data required to complete implementation or corporate action projects.
Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.
Rate: $30.00 to $35.00/hr. w2
Responsibilities:
- Coordinate transition of Defined Contribution Plans to DC Plan Services.
- Develop and document a conversion strategy with clients.
- Obtain, track, and review conversion data packages from prior recordkeepers for completeness.
- Resolve data questions with prior recordkeepers and stakeholders.
- Validate post-transfer data accuracy and produce client-facing reports.
- Serve as primary client contact for data conversion and reconciliation activities.
- Participate in deep dive discovery with clients, prior recordkeepers, and trustees.
- Plan for potential issues and execute risk mitigation during implementations.
Experience Requirements:
- 3 to 5 years of implementation and/or 401(k) operations experience.
- General understanding of the retirement market, client service, and implementation processes.
- Strong organizational and operational skills with ability to partner internally.
- Proven problem solving and client management abilities.
- Excellent written and oral communication skills with attention to detail.
- Ability to travel as needed.
- Ability to understand and work with payroll software programs.
- Strong presentation, consulting, negotiating, analytical, problem identification, and auditing skills.
- Fidelity products and services knowledge preferred.
Education Requirements:
- Bachelor’s degree preferred.
Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.
W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following:
· When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc.
· Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group.
If you have any indication of fraudulent activity, please contact fraud@eliassen.com.
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Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. Eliassen Group’s Affirmative Action Plan (AAP) is available for inspection by any employee or applicant for employment upon request, during normal business hours of Monday through Friday, 8:30am to 5:30pm EST. Interested persons should contact Phaedra Wells at pwells@eliassen.com for assistance. It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Applicants with disabilities that believe they require an accommodation or assistance with a position, please email our HR team at hradmin@eliassen.com. This email inbox is designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Emails sent for other purposes will not receive a response.
Please be advised that a number of fraudulent job postings have been released under the Eliassen Group brand.
Unfortunately, fraudulent job postings can happen. If anyone reaches out to you about an open position connected with Eliassen Group, never provide personal or financial information to anyone who is not clearly associated with Eliassen Group
If anyone seemingly from Eliassen Group has ever requested this personal information in the past or does so in the future, please contact fraud@eliassen.com.
Please ensure that you are working directly with us by confirming the following:
- When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc.
- Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group, as indicated above