Operations Strategy Analyst

2 weeks ago


Charlotte, North Carolina, United States Synergistic Systems Inc Full time
Job OverviewBenefits:
  • 401(k) plan
  • Comprehensive health coverage

Synergistic Systems Inc is seeking Operations Strategy Analysts to join our dynamic team. In this role, you will collaborate with internal stakeholders and partners to facilitate platform enhancements and service implementations for retirement plan clients. This position is structured as a two-year contract and offers a hybrid work environment.

As an Operations Strategy Analyst, you will work with external vendors and internal teams to gather all necessary information for each transition. Your primary responsibility will be to ensure that all plan data is thorough, inclusive, and precise, thereby guaranteeing successful outcomes for our clients and transitions.

Key Responsibilities:
  • Effectively execute projects for institutional retirement plans, ensuring high-quality data results.
  • Provide consultative data solutions to address plan administration challenges.
  • Timely escalate risks and issues related to retirement plan implementations.
  • Collaborate with relevant resources in a complex, matrixed environment to resolve data discrepancies, including client and IT teams.
Essential Skills:
  • Proficient analytical and Excel capabilities; an Excel assessment will be part of the interview process.
  • Strong verbal and written communication skills.
  • Educational Requirement: Bachelor’s degree.
Preferred Experience:
  • Minimum of 3 years required; 5 years preferred.
  • Demonstrated experience as an Operations Strategy Analyst, End User Computing Analyst, or similar operational analyst role.
  • Experience in the financial services sector is highly advantageous.
  • Familiarity with Agile methodologies is a plus.
FINRA Registrations:
  • Series 6 or 7 certifications.

We offer flexible work-from-home options to support work-life balance.



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