Conversions Operations Specialist

February 20

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Invisible Technologies

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Invisible Technologies is an innovative company specializing in artificial intelligence solutions for enterprises. By refining leading AI models and automating complex processes, they empower organizations across various sectors to enhance efficiency and scalability. Their services include expert training in language models and custom evaluations, catering to industries such as retail, insurance, and technology. Recognized as one of America's fastest-growing AI companies, Invisible Technologies is committed to driving growth and operational excellence for its clients.

Productivity • Project Management • Data Clean-Up • Operations • Outsourcing

1001 - 5000 employees

🤖 Artificial Intelligence

🛍️ eCommerce

💰 Seed Round on 2021-05

📋 Description

• Start a career in tech: Join the team that’s supporting the latest cutting-edge AI language models. • The Business Context: You already use AI in many ways. • But, like humans, algorithms are what they eat. They’re only as good as the rules they know and the data they’re trained on. • We’re the team that helps model these behaviours. • We are looking for a Custody Operations Specialist! • This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to client’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. • As a Specialist, you will take responsibility for management of specialized functions such as acting as the subject matter expert for plan conversions. • Managing 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 Client's platform. • Manage all operational aspects of the reconversion process, including coordinating with receiving record keepers, to liquidate and transfer plan assets from client platform. • Coordinate with financial advisors, plan sponsors, prior record keeper 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. • 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. • Research and resolve any issues that arise in the course of these processes.

🎯 Requirements

• Experience in project management and leading team initiatives end to end. • You are optimistic, flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders. • Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle. • Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliations. • Demonstrate an affinity for learning, creating, and iterating rapidly. • Proactive and analytical, able to problem-solve and propose solutions. • Demonstrate a high degree of organization and dependability. • Ability to prioritize tasks and manage client expectations. • Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira. • General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS). • Qualified 401(k) Administrator (QKA) or higher ASPPA credential.