Conversion Operations Associate

At Gusto, we're on a mission to grow the small business economy.

We're looking for a detail-driven problem solver who thrives on precision as a Conversion Ops Associate. You'll independently manage the transfer of retirement plans from prior providers onto our platform, validating asset allocations, reconciling trust data, and establishing participant loan records.

Responsibilities:

• Own asset allocations: Independently manage participant-level asset allocations during plan conversions.
• Reconcile with precision: Review trust reports and legacy provider data to reconcile asset balances prior to system upload.
• Resolve discrepancies: Perform ad hoc reconciliation of cash movements and asset balances during and after conversion.
• Establish loan records: Set up and configure participant loan records during conversion.
• Protect data integrity: Ensure historical data supports downstream compliance testing and reporting requirements.
• Catch issues early: Identify gaps or inconsistencies in source data and partner proactively with client-facing teams.
• Eliminate downstream pain: Make sure all required data is collected, validated, and uploaded accurately before plan activation.
• Collaborate cross-functionally: Partner closely with Client Success, Onboarding, Compliance, and Reconciliations.
• Improve how we work: Contribute to automation initiatives and tooling enhancements.

Requirements:

• 3+ years of experience in retirement plan administration, financial operations, or onboarding-focused operational roles.
• Strong understanding of contribution types, loan structures, and participant-level retirement data.
• Advanced proficiency in Excel.
• Ability to independently manage competing priorities in a high-volume, deadline-driven environment.
• Adaptability to shift with changing priorities without losing focus on quality.
• Quick product mastery to pick up new tools and platforms fast.
• Strong analytical mindset with high attention to detail and a systems-thinking orientation.

Benefits:

• Competitive base pay
• Benefits
• Equity (RSUs)

Our cash compensation range for this role is $68,570 - $84,000 / year in Denver.