Job Description
Skill required: Retirement Solutions - New Business Processing
Designation: Delivery Operations Team Lead
Qualifications:Any Graduation
Years of Experience:10 to 12 years
About Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
What would you do Plan and execute conversion projects for DB and DC retirement plans, including conversions from external and internal platform transfers Manage plan conversions and internal DC-to-DC transfer projects, including participant and asset movement Coordinate notices, blackout activities, and wire transfers in alignment with conversion timelines Perform detailed mapping of participant, plan, payroll, and balance data between legacy systems and Client's recordkeeping platforms Conduct pre-conversion data reviews and audits to identify, reconcile, and correct data gaps, inconsistencies, or legacy structure issues Execute data loads, bulk imports , and validation cycles well in advance of scheduled wire transfers Verify all balances, sources, and applied wires for accuracy prior to asset movement Support plan setup and employee record configuration once plan service agreements and documentation are executed Ensure accurate configuration of plan provisions, eligibility, and investment structures Perform fund mapping and investment lineup alignment, including troubleshooting exceptions Use relevant tools such as Salesforce to track conversion milestones, documentation, and approvals Partner with Underwriting, Sales, and Operations to obtain required documentation, signatures, and plan details Share validated data and plan setup outputs with sales and internal stakeholders for final confirmation Conduct trend and data analysis to identify patterns impacting reporting structures and conversion outcomes Maintain documentation, audit trails, and adherence to internal controls and regulatory standards Drive governance, reporting, and stakeholder communication, reviewing project plans with client and external partners, proactively managing inbox and requests, and providing regular status reporting on milestones, risks, mitigations, and action items. Deliver consultative guidance on retirement services best practices, ensuring accurate setup of plan design, eligibility, pricing impacts, data exchanges, contracts, and transaction processing. Partner closely with relationship management, account management, and internal teams to ensure seamless transitions and sustained operational stability. Mentor and manage a team of analysts and specialists, promoting accountability, continuous improvement, and operational excellence.
What are we looking for Functional expertise in U.S. retirement plans, including both Defined Contribution (DC), Defined Benefit (DB) schemes and IRA (Group Plan IRAs, SEP). Proven ability to manage end-to-end plan and participant level service delivery, lead high-performing teams, and drive operational improvements. In-depth experience in conversion, ensuring accurate migration of plan, participant, and asset data from legacy recordkeepers onto Client's internal recordkeeping platforms, while maintaining regulatory compliance, data integrity, and operational readiness. Hands on with developing process documentation (SOP), capturing exceptions, process flow, process maps and NIGO rules. Subject Matter Expert/ Trainer with 5+ years of experience in remote transitions, developing quality checklists, performing RCA, and developing action plans to improve quality performance. Mandatory experience in 401(k) and/or 403(b) plan administration Excellent verbal and written communication skills; Inbound and Outbound voice support experience required. Expertise in data mapping, validation, reconciliation, and fund mapping Experience working across Salesforce, recordkeeping platforms, and bulk data loads
Roles and Responsibilities: Plan and execute conversion projects for DB and DC retirement plans, including conversions from external and internal platform transfers Manage plan conversions and internal DC-to-DC transfer projects, including participant and asset movement Coordinate notices, blackout activities, and wire transfers in alignment with conversion timelines Perform detailed mapping of participant, plan, payroll, and balance data between legacy systems and Client's recordkeeping platforms Conduct pre-conversion data reviews and audits to identify, reconcile, and correct data gaps, inconsistencies, or legacy structure issues Execute data loads, bulk imports , and validation cycles well in advance of scheduled wire transfers Verify all balances, sources, and applied wires for accuracy prior to asset movement Support plan setup and employee record configuration once plan service agreements and documentation are executed Ensure accurate configuration of plan provisions, eligibility, and investment structures Perform fund mapping and investment lineup alignment, including troubleshooting exceptions Use relevant tools such as Salesforce to track conversion milestones, documentation, and approvals Partner with Underwriting, Sales, and Operations to obtain required documentation, signatures, and plan details Share validated data and plan setup outputs with sales and internal stakeholders for final confirmation Conduct trend and data analysis to identify patterns impacting reporting structures and conversion outcomes Maintain documentation, audit trails, and adherence to internal controls and regulatory standards Drive governance, reporting, and stakeholder communication, reviewing project plans with client and external partners, proactively managing inbox and requests, and providing regular status reporting on milestones, risks, mitigations, and action items. Deliver consultative guidance on retirement services best practices, ensuring accurate setup of plan design, eligibility, pricing impacts, data exchanges, contracts, and transaction processing. Partner closely with relationship management, account management, and internal teams to ensure seamless transitions and sustained operational stability. Mentor and manage a team of analysts and specialists, promoting accountability, continuous improvement, and operational excellence.
