SS&C Technologies · 4 days ago
Sr. Retirement Plan Conversion Coordinator (PA2024081207)
Kansas City, MO
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $85K/yr
3+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Sr. Retirement Plan Conversion Coordinator will manage the installation process for retirement plans and ensure effective communication and project management throughout the implementation cycle.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Manage all aspects of the installation process for bundled and unbundled conversion and startup plans
Manage a detailed project plan documenting each task with a target date; highlighting major milestones and managing that timeline
Maintain a high level of service to clients by responsiveness, effective communications and completion of project deliverables in agreed upon timeframes according to contractual benchmarks
Work collaboratively with management and internal teams to ensure timely and successful transitions
Document Plan Implementation project requirements, notes and other critical information to be shared with relevant business units
Establish effective communications and change management activities for plan sponsors, Third Party Administrators, advisers and clients
Qualification
Required
Bachelor's degree or 3-5 years of experience in financial services or similar environment and 1-2 years project management
Knowledge of retirement plan recordkeeping and of retirement plan products and services
Excellent verbal and written communication skills
Problem-solving critical thinking skills; ability to analyze data and take action
Career-oriented, highly motivated self-starter
Ability to work in a fast-paced, collaborative environment
Excellent time management with strong organizational skills
Project Management Skills
Strong Customer Service orientation
Able to work onsite 6 days per month in the local office, per hybrid work policy
Benefits
Generous 401(k) Matching Program
Tuition & Professional Development Reimbursement Opportunities
Unlimited Personal & Vacation Time Off
Sick Leave Policy
Paid Company Holidays
Medical, Dental, Vision, Life Insurance
Short & Long-Term Disability
Global Employee Assistance
Parental Leave
Discounts on fitness memberships
Discounts on cell provider
Discounts on childcare
Discounts on travel
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial It is a sub-organization of SS&C Black Diamond Wealth Solutions.
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
2026-02-06
2026-02-03
Business Wire
2026-02-02
Company data provided by crunchbase