Deconversion Analyst (Consulting)
Curated Jobs
Full-Time
Closes on Thursday, August 13, 2026
Job Description
About Us
SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
We are seeking a Deconversion Analyst to join a leading financial services organization with operations across the United States. In this fully remote consulting role, you will manage the retirement plan deconversion process from start to finish, partnering with clients and internal stakeholders to ensure accurate, timely, and seamless transitions to new recordkeeping platforms.
Essential Duties:
• Coordinate end-to-end retirement plan deconversion projects.
• Serve as the primary contact for clients and internal stakeholders.
• Facilitate consultation calls and provide proactive project updates.
• Coordinate liquidation dates and asset transfer timelines.
• Collect and manage required deconversion documentation.
• Process retirement plan asset transfers and reconciliations.
• Perform quality reviews to ensure accurate, error-free deconversions.
• Reconcile trust accounts and resolve outstanding discrepancies.
• Prepare final conversion files for receiving recordkeepers.
• Partner with internal teams to resolve client questions and processing requests.
Qualifications:
• Bachelor's degree in Business, Finance, Accounting, or a related field preferred; equivalent experience considered.
• 1-3 years of retirement plan conversion or deconversion experience.
• Working knowledge of qualified retirement plans and retirement plan administration.
• Experience with Salesforce and Relius Recordkeeping Software is a plus.
Skills and Job-Specific Competencies:
• Retirement plan operations knowledge.
• Strong reconciliation and analytical skills.
• Project management and organizational abilities.
• Exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Strong client relationship management.
• Problem-solving and critical thinking skills.
• Ability to work independently and collaboratively.
• Proficiency with Microsoft Office applications.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly rate for this role is up to $31.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
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