Associate, Conversions

Conversion Associate to support onboarding and conversion projects for Vestwell’s platform. Responsibilities include reviewing and recording cash and in-kind asset transfers, coordinating with sub-custodians to settle trades for mutual funds, stable value funds, and ETFs, managing all operational aspects of installations with Implementation Managers and Investment teams, coordinating deconversion efforts, communicating timelines with plan sponsors, advisors, and third-party administrators, overseeing team action items, monitoring conversion wires, updating client data in CRM systems, collaborating with internal teams to meet timelines, creating and maintaining written operating procedures, researching and resolving process issues, providing operational support for strategic projects, demonstrating leadership and interpersonal skills, and driving process improvements for the Implementations team.