Our client, a Fortune 1000 financial services company, is seeking multiple Business Data Analysts (Data Leads) for 2-year contract roles. In this position, you will coordinate with internal stakeholders, external partners, and vendors to support platform updates and the installation of services for retirement plan clients. Candidates must have at least 3 years of financial services experience.
This is a hybrid role requiring on-site presence three days per week. Candidates must reside in or commute to Charlotte, NC or Frisco, TX. You may onboard as our W2 employee or Independent Contractor.
About the Role
Business Data Analysts partner with external vendors and internal teams to obtain and validate all necessary plan data for retirement plan transitions. They ensure data completeness and accuracy to support successful client onboarding, plan updates, and service implementations.
Key Responsibilities
- Coordinate platform updates and service installations for retirement plan clients.
- Manage, execute, and validate configurations supporting retirement plan service changes.
- Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
- Ensure adherence to transition best practices throughout the implementation lifecycle.
- Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships.
- Ensure procedural steps and documentation standards are consistently followed.
- Perform quality checks at each stage of implementation to ensure accuracy and compliance.
- Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.
- Provide timely implementation status updates to business partners and management.
Required Qualifications
- Minimum of 3 years of financial services experience
- Intermediate Microsoft Excel skills
- Strong verbal and written communication abilities
- Ability to learn quickly and adapt to changing priorities
Preferred Experience
- Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
- Experience with client transitions, onboarding, or plan implementations
- Experience with OMNI recordkeeping platform
Education & Licensing
- Bachelor’s degree is a plus
- Series 6 or Series 7 license is a plus (not required)
Flexible work from home options available.
Our History
Years ago, SynergisticIT founders Carlos Pinzon and Antonio Proto recognized a significant gap in IT consulting and staffing services. On the one hand there are thousands of staffing firms who overload their clients with resumes that do not come close to meeting client needs. Alternatives—such as global consulting firms with costly layers of bureaucracy—achieve great results, but at a very high price.
In response, Carlos and Antonio built a new type of IT staffing company where technical recruiters—all experienced IT professionals—match IT resources to our client’s exact job requirements, providing superior talent at a lower cost and far lower risk.
Our Mission
SynergisticIT’s mission is to match great companies with great talent, serving our clients with professionalism, honesty and integrity.
Our Vision
To be the number one choice of Fortune 1000 companies seeking critical IT talent.
If you are an IT professional who is passionate about IT, join us!
SynergisticIT has been providing leading Fortune 1000 companies and government agencies with top IT talent for over 25 years. Our firm is led by IT professionals so we understand you, respect your talent, and recognize the value you can provide to our clients.
Whether you are seeking a consultant or a full time employee position, we will find a match for you with one of our premier clients. Unlike many other consulting firms, SynergisticIT will prepare you for the interview and support you throughout your consulting engagement.