Associate, Conversions
US$60,000 – US$70,000 / yr base salary
Posted 4 Sep 2026
BranchFactor Summary
The original posting with the fluff stripped out
- Management level
- People management
- Employment
- Hybrid
| Base salary | US$60,000 – US$70,000 / yr |
|---|
Field of studyAccounting, Finance
Study levelBachelor's or higher
CertificationsQualified 401(k) Administrator (QKA)
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
Vestwell is growing and looking for a Conversion Associate! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to Vestwell’s platform. In this position, you will have the opportunity to manage projects, collaborate cross- functionally with internal stakeholders to enhance our onboarding experience, and provide exceptional service to plan sponsors.
What Will You Be Doing?
- Review and record cash and in-kind asset transfers in the trust accounting system
- Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
- Manage all operational aspects of the installation process, including coordinating with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the Vestwell platform
- Ability to work on the deconversion process, including coordinating with receiving record keepers, to liquidate and transfer plan assets from Vestwell’s platform
- Coordinate with financial advisors, plan sponsors, prior record keepers, sub-custodians, and/or third-party administrators to determine onboarding or conversion timelines, action items with delivery dates for all parties, and communicate overall project status to all interested parties
- Oversee and help ensure other team member action items are completed
- Monitor all outstanding conversion wires, ensuring they are prioritized and brought to completion in a timeline manner
- Update, maintain, and review client data within CRM systems
- Ensure collaboration with all internal teams to meet expected timelines
- Support the creation and maintenance of written operating procedures related to assigned functions