Manage the onboarding experience for 401(k) plans transferring to Gusto's platform, ensuring smooth transitions for clients.
Posted by employer 1 day ago
First seen on Joblaze 6 hours ago
Last verified on the company career page 6 hours ago
Skills & Technologies
What you'll build
Must have
Nice to have
AI in the day-to-day
Use AI tools to streamline workflows, improve client communications, and increase efficiency across your book of business.
Requirements
Not disclosed in this posting: visa sponsorship.
Benefits
Joblaze summary
The Retirement Implementation Specialist at Gusto is responsible for managing the onboarding process for 401(k) plan conversions, ensuring a seamless transition for plan sponsors and administrators. This role requires a solid understanding of retirement plan mechanics, strong analytical skills, and proficiency in tools like Salesforce to maintain data accuracy and client communication. Ideal candidates have at least two years of experience in client-facing roles, particularly in financial services or retirement plan administration. The position is part of a team that emphasizes operational rigor while prioritizing client support throughout complex transitions.
Joblaze insights
Quick facts
From the original posting
About Gusto
About the Role:
The Conversion Specialist manages the onboarding experience for 401(k) plans transferring an existing plan to the Gusto 401k platform. This role oversees the full conversion lifecycle — from initial handoff through asset transfer, data reconciliation, and first contribution — ensuring accurate recordkeeping and a smooth transition for plan sponsors and administrators. The ideal candidate brings a strong understanding of retirement plan mechanics, meticulous attention to detail, and the confidence to guide employers through a complex, multi-step process. They work exclusively with plan sponsors and administrators and partner closely with Legal, Sales, and Operations to keep conversions on track and compliant.
About the Team:
The Conversion Onboarding team handles one of the most operationally complex moments in a client's journey: moving an existing retirement plan to a new provider. We combine operational rigor with a client-first approach, ensuring sponsors and administrators feel supported and informed at every step — and that assets are transferred accurately and on time.
Here’s what you’ll do day-to-day:
Here’s what we're looking for:
Our cash compensation range for this role is $53,750.00/year to 64,500.00/year in Denver and Atlanta. Final offer amounts are determined by multiple factors, including candidate location, experience and expertise, and may vary from the amounts listed above.
At Gusto, we don't use titles the traditional way, as a signal of rank or hierarchy. Instead, our titles describe two things at once — your craft (what you do, e.g. Engineering, Design) and your scope of ownership (what you're accountable for) — which is why you'll see something like "Head of X" instead of a rank word like "Director" that tells you neither. Because of this, the title on this posting may look different from what you'd expect based on the scope and seniority of the role, and from how similar roles are typically titled elsewhere. If you have questions about how this role compares to your current title or level, your recruiter can help translate.
Standard company text repeated across Gusto's postings is omitted here.
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