Hybrid opportunity at
GustoConversion Operations Associate
Gusto provides human resources, payroll, 401(k), and health insurance services to assist more than 500,000 small businesses nationwide. The company maintains physical offices in San Francisco,…
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About This Role
Gusto provides human resources, payroll, 401(k), and health insurance services to assist more than 500,000 small businesses nationwide. The company maintains physical offices in San Francisco, Denver, and New York, operating with a hybrid work model that requires employees near these locations to work from the office approximately two to three days per week. As a Conversion Operations Associate, the incoming professional will independently oversee the migration of retirement plans…
Job Description
Gusto provides human resources, payroll, 401(k), and health insurance services to assist more than 500,000 small businesses nationwide. The company maintains physical offices in San Francisco, Denver, and New York, operating with a hybrid work model that requires employees near these locations to work from the office approximately two to three days per week.
As a Conversion Operations Associate, the incoming professional will independently oversee the migration of retirement plans from legacy providers onto the platform. This position entails checking asset distributions, verifying trust information, and setting up participant loan profiles prior to launch. The individual will work alongside onboarding, compliance, and reconciliation departments to catch issues early and prevent downstream complications.
This role suits a detail-oriented problem solver who enjoys precision, values data integrity, and wants to build solid operational foundations. Candidates are expected to actively engage with artificial intelligence tools relevant to the job and build fluency as the technology evolves.
Responsibilities
- Manage participant-level asset allocations independently during plan conversions
- Review trust reports and legacy provider records to reconcile asset balances prior to system uploads
- Set up and configure participant loan records to ensure accurate balances and payroll alignment before launch
- Identify data gaps and collaborate proactively with client-facing teams to resolve discrepancies
- Contribute to automation initiatives and tooling enhancements to improve conversion efficiency
Requirements
- Minimum of three years of experience in financial operations, retirement plan administration, or onboarding-focused operational roles
- Strong comprehension of contribution types, loan structures, and participant-level retirement data
- Advanced proficiency in Excel, including data validation, lookup functions, pivot tables, and error analysis
- Ability to manage competing priorities independently in a fast-paced, deadline-driven setting
- Commitment to working from a designated office approximately 2 to 3 days per week if based near Denver, San Francisco, or New York
Qualifications
- Prior 401(k) experience supporting plan conversions, trust reconciliation, loans, or asset transitions
Core Skills
Benefits
- Competitive base pay
- Employee benefits
- Equity in the form of RSUs
Frequently Asked Questions
What is the remote work policy for this position?
This is a hybrid role. Employees based near Gusto's physical offices in Denver, San Francisco, or New York are expected to work on-site approximately two to three days per week.
What experience is required for the Conversion Operations Associate?
Applicants must have at least three years of experience in retirement plan administration, financial operations, or onboarding-focused operational roles, along with advanced Excel proficiency.
What is the salary for this position?
The source posting states that the cash compensation range for the Denver location is $25.86 to $29.09 per hour, while pay for other locations varies based on the company's geographical pay approach.
Sample Interview Questions
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