Retirement Plan Data Manipulation Specialist

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Retirement Plan Data Manipulation Specialist 

Location: Hybrid at Kansas City, MO or Braintree, MA Office

Get To Know The Team:

We seek a detail-oriented and analytical Retirement Plan Data Manipulation Specialist (DMS) to join our team. In this role, you will manage and manipulate large datasets related to retirement plans, ensure data accuracy, and support various data-driven projects.

The primary responsibilities of the DMS include extracting, transforming, and loading (ETL) data from various sources into our database systems, performing data validation and cleansing to maintain data integrity, and analyzing and interpreting complex datasets to support business decisions. You will also collaborate with cross-functional teams to understand data requirements and deliver actionable insights, develop and maintain data reports and dashboards for internal and external stakeholders. Importantly, you will ensure compliance with data privacy and security regulations, demonstrating your commitment to ethical data practices.

Why You'll Love it at SS&C!

• Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
• Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities. 
• Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
• Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
• Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
• Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
• Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more!

What You Will Get To Do:

• Independently coordinate all system aspects of Plan installations and conversions. Reviews initial applications / Adoption Agreement for new Plans for installed or converted.
• Ensures all data and systems requirements, such as Plan format setups and data downloads, executed accurately. Collaborate with others as needed to define requirements for mapping complex layouts on large Plans from various providers/recordkeeping systems.
• Handles Money Market, Mapped, Retirement Date, and complex dual strategy conversions and product moves. Plays a lead role in converting mid and large-market plans.
• Releases full service and plan direct conversions and applies logic to ensure redemptions, trade dates, and bypass flags are accurately processed. Handles money market, RDF and complex mapped conversions.
• Handles maintenance and updating the master spreadsheet for MVA (Market Value Adjustment) calculations on annuity product de-conversions.
• Coordinates with plan sponsors, prior record keepers, and third-party administrators to arrange fund purchases, ultimately ensuring correct allocations to the individual participant accounts.

• Partner with NSCC, trading services, operations, adjustments, open items, and control teams to resolve outstanding issues efficiently and meet deadlines. Coordinate communication and resolution with RPAMs, Plan Design, Reporting and Testing, and Relationship Teams.

What You Will Bring:

• Bachelor’s degree or equivalent education is required, along with 3 to 5 years of experience in defined contribution plan administration or conversion.
•  Proficiency in qualified retirement plans and daily plan administration is necessary.
•  Solid understanding of IRS and SEC regulations is essential.
• Strong skills in MS Word and Excel are required.
• Excellent numerical aptitude and attention to detail are important, as is the ability to analyze information and develop effective solutions.
• Strong organizational skills are needed to prioritize tasks in a fast-paced environment.
• Excellent verbal and written communication skills are crucial.
• Client-centric approach is essential.
• Able to work in the local office 6 days per month.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.