Conversions Operations Specialist
Invisible Agency(7 days ago)
About this role
A Conversions Operations Specialist supports the onboarding of client retirement plans onto the firm's platform by managing conversion processes and maintaining accurate client records. The role works with internal teams and external custodians to ensure proper asset transfers and an improved onboarding experience for plan sponsors.
Required Skills
- Reconciliations
- Trade Settlement
- Cash Management
- CRM
- Project Management
- Data Entry
- Stakeholder Collaboration
- Analytical Thinking
- Organization
- Compliance Knowledge
About Invisible Agency
invisibletech.aiInvisible AI (Invisible Technologies) is an enterprise AI services firm that helps organizations "make AI work" by turning models into reliable, production-ready systems. They combine human-in-the-loop expertise, data engineering, and MLOps to train, evaluate, and operationalize models—claiming to have helped train over 80% of the world’s top AI models. Invisible supports the full model lifecycle (data collection and labeling, fine-tuning, testing, and deployment) so companies can integrate AI safely and at scale. The company recently announced a $100 million fundraise to expand its offerings.
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