Conversions Operations Specialist
Invisible Agency(7 days ago)
About this role
The Conversions Operations Specialist supports the processes that onboard and convert retirement plans onto the client’s platform. The role collaborates cross-functionally with internal teams and external partners to ensure accurate asset transfers, reconciliations, and a smooth onboarding experience for plan sponsors. It requires attention to detail, client service orientation, and adherence to timelines.
Required Skills
- Reconciliations
- Trade Settlement
- Trust Accounting
- Cash Management
- Mutual Funds
- ETFs
- CRM
- Project Management
- Communication
- Organization
+1 more
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.
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Invisible Agency
Similar Jobs
Associate, Conversions
Vestwell(1 month ago)
Associate, Custody Operations
Vestwell(1 month ago)
Junior Retirement Plan Administrator, (ARPS)
Strongpoint Partners(13 days ago)
Sr. Manager, Account & Transfers Operations
Betterment(1 day ago)
Consulting Actuary, (SMS)
Strongpoint Partners(14 days ago)
Senior Specialist, Plan Design
Vestwell(1 month ago)