{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7753271003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5772773003,"location":{"name":"New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":7753271003,"updated_at":"2026-06-03T11:40:24-04:00","requisition_id":"557","title":"Associate, Payroll Implementations","company_name":"Vestwell","first_published":"2026-06-03T11:34:22-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Vestwell is expanding and we’re excited about growing our Operations team with entry-level Payroll Implementation Associates who are passionate about our mission to change the retirement Fin-Tech space. At a high level, we’re looking for someone who has insane levels of attention to detail and proven ability of juggling multiple priorities at once. You will be the key to payroll implementations automation \u0026amp;amp; ensuring the initial experience with contribution processing is flawless while exercising independent judgment in configuring, testing, and resolving complex, client-specific payroll integration scenarios that materially affect data accuracy and client onboarding success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re a startup… so a self-starter mentality comes first and foremost. You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems by evaluating multiple implementation approaches and determining appropriate resolution paths within established operational, technical, and regulatory frameworks.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A key component of Vestwell’s mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration. As a Payroll Implementation Associate, you will support Vestwell clients, through coordination with their payroll systems, to ensure their payroll implementation is frictionless requiring discretion in how implementation standards are applied to varied payroll systems, client configurations, and fact-specific onboarding scenarios. This will include direct client engagement, configuring integrations for a high volume of clients simultaneously, and liaising with internal teams to test and ensure the integration is functioning as intended including assessing readiness, identifying risk, and determining when issues require escalation or alternative solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role regularly exercises independent judgment on matters of significance related to payroll implementations, integration accuracy, client onboarding outcomes, and data integrity. While operating within established technical, operational, and regulatory frameworks, the Payroll Implementation Associate independently analyzes client-specific payroll configurations, evaluates multiple implementation approaches, identifies and resolves complex integration issues, and determines appropriate remediation and escalation paths based on risk, urgency, and business impact. The role requires discretion in how implementation standards are applied to varied payroll systems, how work is prioritized and sequenced, and how issues are communicated and driven to resolution with internal teams, external payroll partners, and clients. Although decisions and recommendations may be subject to review and do not include unilateral policy-setting authority, the consistent and recurring exercise of judgment is a central function of the role and directly supports Vestwell’s client experience, operational continuity, and compliance outcomes.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Day-to-Day You May Also Be Expected To:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You’re flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders while exercising independent judgment on implementation priorities, sequencing, and issue resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze existing integration implementation tasks across both payroll systems and Vestwell products to be the subject matter expert for payroll integration requiring independent analysis of system behavior, client configurations, and potential downstream impact.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with teams across the Vestwell organization to provide feedback on platform enhancements and procedural efficiencies informed by firsthand investigative work and recurring implementation challenges.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop both internal \u0026amp;amp; client-facing knowledge bases; look for ways to continuously improve existing processes by identifying gaps, evaluating alternative approaches, and recommending improvements through appropriate channels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maximize team efficiency through timely completion of tasks and projects, in addition to rapidly identifying, sorting, and assigning incoming work across platforms using discretion to assess urgency, complexity, and client impact rather than relying solely on predefined workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the migration and deactivation of existing client integrations within Vestwell’s systems, ensuring a smooth transition through proactive communication and attention to detail including judgment in sequencing activities, mitigating risk, and coordinating stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Onboarding and supporting new payroll integration partners, ensuring clear communication, effective collaboration, and strong relationship building to drive long-term success while independently determining readiness, implementation approach, and issue resolution strategies.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience working in a project management/implementation/operational role involving discretion in managing complex, multi-variable workstreams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent project management skills including independent prioritization and sequencing of tasks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple work streams and competing priorities while determining urgency and impact.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently and with a team exercising judgment with minimal supervision.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effective communication with many different stakeholders including determining when and how to escalate issues based on assessed risk and impact.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A tight operator who can see the big picture and evaluate downstream operational and client implications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent client service capabilities informed by judgment in balancing client needs with operational constraints.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written/oral communication and organizational skills to document findings, explain recommendations, and drive resolutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1+ year relevant experience in Financial Services, Operations, or SaaS industries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent combination of formal education and/or work experience with tools such as Excel used to analyze implementation data and support decision-making.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with work management platforms (i.e. Asana, Slack, Zendesk, Jira and/or Salesforce).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Payroll system experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retirement industry experience including exposure to regulated operational environments or ERISA-adjacent processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is $60K - $72K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4121807003,"name":"Payroll Implementations Operations","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4110366003,"name":"Scottsdale","location":"Scottsdale, Arizona, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7753241003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5772760003,"location":{"name":"New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":7753241003,"updated_at":"2026-06-03T11:34:04-04:00","requisition_id":"556","title":"Associate, Payroll Operations","company_name":"Vestwell","first_published":"2026-06-03T11:34:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Vestwell is expanding and we’re excited about growing our Operations team with entry-level Operations Associates who are passionate about our mission to change the retirement Fin-Tech space. At a high level, we’re looking for someone who has insane levels of attention to detail and proven ability of juggling multiple priorities at once. You will be key to powering transactions on the platform and ensuring it runs at full speed while exercising independent judgment in resolving complex, high-impact operational issues that directly affect client outcomes and regulatory compliance.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re a startup… so a self-starter mentality comes first and foremost. You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems by evaluating multiple courses of action and determining appropriate resolution paths within established operational and regulatory frameworks.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role regularly exercises independent judgment on matters of significance that materially affect payroll accuracy, participant eligibility, deferrals, data integrity, and client outcomes. While operating within established operational, regulatory, and ERISA-related frameworks, the Operations Associate is responsible for independently identifying, investigating, and resolving complex, high-priority issues; evaluating multiple potential courses of action; assessing risk, urgency, and business impact; and determining appropriate remediation and escalation paths. The role requires discretion in how policies and standards are applied to fact-specific situations, how work is prioritized and communicated, and how resolutions are driven to completion, including through direct interaction with internal partners and external stakeholders. Although decisions and recommendations may be subject to review and do not include unilateral policy-setting authority, the consistent and recurring exercise of judgment is a central and essential function of the role and directly supports Vestwell’s compliance obligations, operational continuity, and client experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Day-to-Day, You May Also Be Expected To:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You’re flexible, creative, team-oriented, and results-driven, exercising independent judgment within established guidelines while collaborating effectively with both internal and external stakeholders on matters that materially impact payroll accuracy, participant eligibility, deferrals, and overall data integrity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain internal and client-facing knowledge bases; independently identify opportunities for incremental process improvements and raise recommendations through appropriate channels based on investigative analysis, trend identification, and assessment of operational risk and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support and guide team members by monitoring workload volume, exercising discretion in day-to-day prioritization, and ensuring timely and accurate remediation of a high volume of complex operational issues in accordance with established standards including determining urgency, client impact, and appropriate escalation paths.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with teams across the Vestwell organization to surface operational insights, document trends, and contribute input on platform enhancements and procedural efficiencies informed by firsthand analysis of recurring issues and fact-specific operational scenarios.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maximize team efficiency through timely completion of assigned tasks and projects, using independent judgment to triage, sort, and assign incoming work across platforms based on urgency and service-level expectations rather than applying predefined or rote outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify, investigate, and resolve discrepancies in high-priority payroll, deferrals, eligibility, and related activities by applying established processes and exercising discretion in analysis, escalation, and resolution to ensure data accuracy and compliance with ERISA and related regulatory requirements as applied to specific factual situations.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong Excel proficiency (e.g., pivot tables, VLOOKUPs) to analyze data and support operational decision-making within defined parameters including evaluating risk, prioritization, and remediation options.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort working in a start-up environment with autonomy over task execution and prioritization, while operating within established policies and procedures that require judgment in interpretation and application, rather than mechanical execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional analytical and detail-oriented aptitude; a high degree of accuracy and sound judgment is required as the role regularly affects compliance outcomes, client experience, and operational continuity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage time effectively, balance competing priorities, and meet deadlines with minimal supervision while independently determining sequencing and urgency of work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and written communication skills to clearly document findings, explain recommendations, and escalate issues appropriately based on assessed risk, complexity, and business impact.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Problem-solving skills, including the ability to research, analyze, and apply judgment to determine appropriate next steps or escalation paths recognizing that decisions may be subject to review but require meaningful discretion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent combination of formal education and work experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1 year of relevant experience in Financial Services, Operations, or SaaS industries.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Payroll system experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with productivity tools, especially JIRA\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retirement industry experience including exposure to ERISA-governed processes or regulated operational environments\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is $60K - $72K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4121807003,"name":"Payroll Implementations Operations","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4110366003,"name":"Scottsdale","location":"Scottsdale, Arizona, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/6653785003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5192632003,"location":{"name":"New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":6653785003,"updated_at":"2026-05-27T17:23:10-04:00","requisition_id":"361","title":"Associate, Retirement Plan Administration (Audit) ","company_name":"Vestwell","first_published":"2025-07-18T11:42:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Year end testing for DC plans.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Answer questions from the client service team on retirement plan subjects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with plan terminations and EPCRS corrections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide consulting services to sponsor and advisors as needed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 1 year of Retirement Plan Administration experience.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional understanding of plan administration, compliance testing and IRS regulations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written \u0026amp;amp; oral communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meticulous attention to detail \u0026amp;amp; organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for helping people.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Microsoft Office Suite \u0026amp;amp; G suite.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to think analytically \u0026amp;amp; operate independently within set deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shows ownership and initiative in all aspects of work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;QKA certifications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected salary range for this position is $60K-$70K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064306003,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7506777003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5192632003,"location":{"name":"New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ "},"metadata":null,"id":7506777003,"updated_at":"2026-05-27T17:22:59-04:00","requisition_id":"361","title":"Associate, Retirement Plan Administration (Testing) ","company_name":"Vestwell","first_published":"2025-10-23T12:16:06-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our testing team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Year end testing for DC plans.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Answer questions from the client service team on retirement plan subjects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with plan terminations and EPCRS corrections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide consulting services to sponsor and advisors as needed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 1 year of Retirement Plan Administration experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional understanding of plan administration, compliance testing and IRS regulations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written \u0026amp;amp; oral communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meticulous attention to detail \u0026amp;amp; organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for helping people.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Microsoft Office Suite \u0026amp;amp; G suite.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to think analytically \u0026amp;amp; operate independently within set deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shows ownership and initiative in all aspects of work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;QKA certifications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected salary range for this position is $60K-$70K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064306003,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7735424003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5766571003,"location":{"name":"King of Prussia, PA "},"metadata":null,"id":7735424003,"updated_at":"2026-06-02T13:17:22-04:00","requisition_id":"546","title":"Associate, Vestwell Operations Center","company_name":"Vestwell","first_published":"2026-05-15T13:48:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Vestwell is expanding and we’re excited about adding Associates to our Operations team who are\u0026amp;nbsp;passionate about our mission to change the state savings / retirement FinTech space. We are\u0026amp;nbsp;seeking individuals who are energetic and reliable professionals to join our team. Successful\u0026amp;nbsp;candidates are responsible for providing operational support to our savers and sponsors via\u0026amp;nbsp;processing inbound account documentation and inquiries, including emails and chat, utilizing\u0026amp;nbsp;company policies to assist our clients, solve issues, and escalate challenges to the managerial team\u0026amp;nbsp;when necessary.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Operations Associates are instrumental in providing both timely and high-quality work to our\u0026amp;nbsp;savers and sponsors, so we are interested in hiring individuals with a commitment to overall\u0026amp;nbsp;customer satisfaction. The Associate must demonstrate a commitment to client service through\u0026amp;nbsp;timely, confidential responses, exceptional work ethic and a positive attitude. This position requires\u0026amp;nbsp;working closely with our saver and sponsors and fellow Associates to provide valuable insights and\u0026amp;nbsp;direction.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Day-to-Day, You Will Be Expected To:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Process inbound documentation and written inquiries in accordance with Vestwell and State policies and procedures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to initiatives by supporting and participating in projects that increase /enhance client engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide excellent customer service and support. This includes responding to customer support requests in a timely manner, offering multiple forms of communication.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide complete/accurate responses and work product with empathy and understanding.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide timely, superior customer service, including problem solving and issue resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide effective verbal and written communications in a clear, concise and informative manner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate flexibility and adaptability in a dynamic environment, adjusting to evolving business priorities and client needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for protecting, securing, and proper handling of all confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the Saver, Sponsor, State, or Vestwell.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively handle concerns, troubleshooting problems, and providing solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review program documents and provide accurate information to initiator according to both Vestwell’s and the State’s guidelines and standard practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide feedback to management and product team on how our product and processes can be improved.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other tasks and ad hoc projects within the scope of the role may be required sporadically, including cross-training new hires/peers.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The Necessities\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;College degree and/or equivalent customer service experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ability to communicate effectively (clear, concise and professionally) with all levels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a team environment to ensure a common goal of providing exceptional\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;client service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong commitment to superior customer service\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Positive and proactive attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible, creative, team-oriented, results-driven, and collaborative\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate ability to perform in a fast-paced service environment working with set deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience using internal technical operational tools (e.g. Jira, Zendesk, Asana or other CRM applications, Excel/Google Sheets, Word/Google docs and Apple products).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Balance quality, productivity, and service standards in your day to ensure KPIs are achieved.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent attention to detail and accuracy, proficient with numbers and basic calculations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain an in-office presence of a minimum of four days per week, in alignment with company standards and to support team collaboration.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The Extras\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prior operations experience is preferred, but not required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bilingual – Spanish speaking is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in our King of Prussia, PA office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is $60K - $70K base. This position is eligible to participate in the Company Bonus Pool. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4105490003,"name":" VAS Operations Center","child_ids":[],"parent_id":4103649003}],"offices":[{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7627350003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5717074003,"location":{"name":"New York, NY | Austin, TX"},"metadata":null,"id":7627350003,"updated_at":"2026-05-19T12:22:55-04:00","requisition_id":"517","title":"Business Development Associate","company_name":"Vestwell","first_published":"2026-02-10T17:41:16-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales \u0026amp;amp; Strategy, and will partner cross-functionally across Vestwell teams.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We’re a growth stage startup after all. Last, but certainly not least, you’re driven by a fresh perspective and entrepreneurial spirit.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That’s just the base-line.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Day-to-Day, You May Also Be Expected To:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop repeat regional relationships with new financial advisor prospects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a robust retirement plan sales pipeline in your region.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Convert plan opportunities into closed won opportunities through a repeatable, scalable process.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Practice a proven and successful sales methodology (MEDDPICC).\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the regional RVP on any prospecting needs.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to carry a plan sale over the entire sales cycle from prospecting to conversion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail and a passion for creating a top-notch selling environment and process.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter who can operate well in a collaborative team environment.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good knowledge of Salesforce, comfort level with other Sales technology.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills are a must.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Startup and/or financial services experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of the defined contribution space a plus!\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in our New York City or Austin office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected OTE for this position is approximately $82K ($65K base + up to $17K variable). Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064317003,"name":"Advisor \u0026 National Accounts \u0026 TPA Workplace Growth","child_ids":[],"parent_id":4064291003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7749579003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5758132003,"location":{"name":"Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":7749579003,"updated_at":"2026-05-27T10:57:48-04:00","requisition_id":"541","title":"Coordinator, Client Services","company_name":"Vestwell","first_published":"2026-05-27T10:57:48-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We are seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Our mission-driven Client Success team is often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences\u0026amp;nbsp; with an ability to make quick and accurate decisions. As a Client Success Coordinator at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Help manage client expectations to avoid any disconnects with process and timing standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Share data-driven insights with our product teams to improve our platform and planning roadmap.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Being the friendly, knowledgeable first point of contact for inbound inquiries.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Conducting appropriate and timely follow up to ensure the highest level of service.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Communicating in a relatable, humanized way to promote trust and allegiance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Creating tickets and providing follow-up as required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Adhering to client-facing and internal Service Level requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Posting interaction within our tooling to document updates to client accounts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;The Necessities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Team mentality and the ability to multitask while attending to a high volume of incoming inquiries.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Strong commitment to superior customer service.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Positive and proactive attitude.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Excellent attention to detail and accuracy, proficient with numbers and basic calculations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Must be willing to work 9am ET to 6pm ET.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;The Extras\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Retirement industry experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Series 6, 7, 63, 65, 66\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;QKA, QKC\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in either the Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is $50K - $55K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064297003,"name":"Employer Services","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4110366003,"name":"Scottsdale","location":"Scottsdale, Arizona, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7719954003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5758132003,"location":{"name":"Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":7719954003,"updated_at":"2026-06-02T09:24:27-04:00","requisition_id":"541","title":"Coordinator, Employer Services","company_name":"Vestwell","first_published":"2026-04-29T20:38:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We are seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Our mission-driven Client Success team is often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences\u0026amp;nbsp; with an ability to make quick and accurate decisions. As a Client Success Coordinator at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Help manage client expectations to avoid any disconnects with process and timing standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Share data-driven insights with our product teams to improve our platform and planning roadmap.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Being the friendly, knowledgeable first point of contact for inbound inquiries.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Conducting appropriate and timely follow up to ensure the highest level of service.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Communicating in a relatable, humanized way to promote trust and allegiance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Creating tickets and providing follow-up as required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Adhering to client-facing and internal Service Level requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Posting interaction within our tooling to document updates to client accounts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;The Necessities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Team mentality and the ability to multitask while attending to a high volume of incoming inquiries.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Strong commitment to superior customer service.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Positive and proactive attitude.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Excellent attention to detail and accuracy, proficient with numbers and basic calculations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Must be willing to work 9:00am to 6:00pm ET or 11:00am to 8:00pm ET.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;The Extras\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Retirement industry experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Series 6, 7, 63, 65, 66\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;QKA, QKC\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in either the Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is $50K - $55K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064297003,"name":"Employer Services","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4110366003,"name":"Scottsdale","location":"Scottsdale, Arizona, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7740708003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5768508003,"location":{"name":"New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":7740708003,"updated_at":"2026-06-01T07:52:08-04:00","requisition_id":"549","title":"Coordinator, Plan Documents","company_name":"Vestwell","first_published":"2026-06-01T07:52:08-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Vestwell is expanding and we’re excited about adding a Coordinator to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated coordinator to assist our Operations\u0026amp;nbsp; team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting services for 401(k) and 403(b) plans is helpful, but not required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A key component of Vestwell’s mission to empower retirement savings includes bundled plan services and oversight. As a Coordinator on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;Day-to-Day, You May Also Be Expected To:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Project management support - assist with\u0026amp;nbsp; processes for large-scale document projects; and assure successful, timely completion of each\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Keen attention to detail and deadlines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You thrive in a fast-paced environment and have the ability to quickly learn new processes, contribute ideas, and iterate on solutions as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong, demonstrated commitment to proactively managing workload\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Positive, collaborative, and proactive attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team mentality and the ability to multitask while attending to a high volume of incoming inquiries\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of Application Programming Interface (API) functionality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional experience with qualified plans\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Qualified 401(k) Specialist (QKS) or higher credential from ASPPA, or equivalent career experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is $50K - $55K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064305003,"name":"Plan Documents","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4110366003,"name":"Scottsdale","location":"Scottsdale, Arizona, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7580831003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5697720003,"location":{"name":"New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":7580831003,"updated_at":"2026-05-19T12:22:55-04:00","requisition_id":"485","title":"Director, Enterprise Relationship Management","company_name":"Vestwell","first_published":"2026-01-07T09:02:42-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Vestwell is expanding and we’re excited to onboard a Director of Enterprise Relationship Management to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Day-to-Day You May Also Be Expected To:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Follow up with all enterprise partners and national accounts with which Vestwell has a preferred or exclusive provider, referral fee, national account, or similar agreement to confirm that they are satisfying and exceeding all plan and revenue commitments and all other commitments included in their contracts with Vestwell. Make sure Vestwell is prominently featured on their website, new client onboarding workflow, webinars and live events, and marketing collateral.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the team to ensure implementation and ongoing partnership\u0026amp;nbsp; strategies are optimized to enable Vestwell to achieve its Enterprise goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the timely and successful delivery of our solutions according to our partners’\u0026amp;nbsp; needs and objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive program management efforts with enterprise and strategic partners, ensuring\u0026amp;nbsp; optimal support structure is in place, identifying new revenue opportunities via\u0026lt;br\u0026gt;partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate cross functionally with sales, operations, product, marketing, legal \u0026amp;amp; compliance, and other teams to drive the team’s projects and initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive business requirements, scope, and resource alignment for partner specific\u0026amp;nbsp; initiatives, including project plan, workstreams, and timelines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own successful delivery of partner specific initiatives, ensuring objectives are met, risks\u0026amp;nbsp; mitigated, and expected outcomes are achieved.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7+ years experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self starter requiring minimal direction, with a “get it done” mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong critical thinker, able to prioritize and problem solve effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent project management and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic and outside of the box thinker.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven success working with senior management, both internally and externally.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong 401(k) industry experience.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to identify and implement solutions for process improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently and manage workload to achieve desired goals.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;This role will be based in Vestwell’s New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is a minimum of $120K - $135K, plus performance based bonus. This position is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099113003,"name":"Strategic Partnership \u0026 Relationship Management","child_ids":[],"parent_id":4064291003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4110366003,"name":"Scottsdale","location":"Scottsdale, Arizona, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7739910003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5759750003,"location":{"name":"New York, NY"},"metadata":null,"id":7739910003,"updated_at":"2026-05-21T14:21:19-04:00","requisition_id":"542","title":"Director, Product Marketing","company_name":"Vestwell","first_published":"2026-05-21T14:21:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Product Marketing Director to be a key piece of the marketing organization. This role will ensure we build out the materials and tactics to support our expanding business. With each new product launch or partnership, our sales team requires a suite of promotional materials and thoughtful content that drives awareness, understanding, and intent. A successful candidate will be charged with the ideation and creation of these materials, along with engaging marketing programs that inspire our target audience and ultimately increase revenue.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;An ideal candidate has in-depth knowledge of the financial services market, including an understanding of the retirement plan space, and how to best introduce new products to key constituents. They also have experience leading a team to proven results. S/he should have an excellent command of the written word and a solid understanding of the techniques needed to create a marketing communication sequence that leads to sales. Perhaps more importantly, all candidates should count detail oriented, articulate, efficient, and creative amongst their most valuable assets. Last, but certainly not least, the person we hire must embody an entrepreneurial spirit and be driven by the fast paced, challenging, and collaborative environment of a growing start-up.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Day-to-day you will be expected to:\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strategize on priority focus areas that can make biggest positive impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Developing new product positioning to effectively articulate and differentiate our value proposition\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure direct reports are aligned to deliver on broader marketing and company objectives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategizing and planning the launch of new products and working cross-functionally for a coordinated effort\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Building the tools and tactics needed to effectively introduce new products and partnerships to market through tools such as presentations, collateral, and internal communications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with marketing team to successfully communicate releases and drive demand generation around new product development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting sales through trainings and enablement tools that foster a deep understanding of what they’re selling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop strong market intelligence so that you understand the market and buyer behavior through sales insight, market research and competitive analysis. Bring relevant information to the appropriate product, sales and leadership teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Necessities:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7+ years of B2B product marketing experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing and leading a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A deep understanding of the financial services industry and retirement plan market\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in branding, communications strategy, partnerships, and product development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A constant drive to improve middle-of-the-funnel lead generation\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding verbal and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A demonstrated start-up mentality with the ability to operate in a collaborative team environment and adapt effectively to changing business priorities/strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in the New York City office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is $120K - $150K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064316003,"name":"Marketing","child_ids":[],"parent_id":4064291003}],"offices":[{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7728868003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5762671003,"location":{"name":"New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":7728868003,"updated_at":"2026-05-19T12:22:55-04:00","requisition_id":"543","title":"Enterprise Relationship Manager","company_name":"Vestwell","first_published":"2026-05-08T16:44:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Vestwell is expanding and we’re excited to onboard a Enterprise Relationship Manager to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Day-to-Day You May Also Be Expected To:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Follow up with all enterprise partners and national accounts with which Vestwell has a preferred or exclusive provider, referral fee, national account, or similar agreement to confirm that they are satisfying and exceeding all plan and revenue commitments and all other commitments included in their contracts with Vestwell. Make sure Vestwell is prominently featured on their website, new client onboarding workflow, webinars and live events, and marketing collateral.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the team to ensure implementation and ongoing partnership\u0026amp;nbsp; strategies are optimized to enable Vestwell to achieve its Enterprise goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the timely and successful delivery of our solutions according to our partners’\u0026amp;nbsp; needs and objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive program management efforts with enterprise and strategic partners, ensuring\u0026amp;nbsp; optimal support structure is in place, identifying new revenue opportunities via\u0026lt;br\u0026gt;partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate cross functionally with sales, operations, product, marketing, legal \u0026amp;amp; compliance, and other teams to drive the team’s projects and initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive business requirements, scope, and resource alignment for partner specific\u0026amp;nbsp; initiatives, including project plan, workstreams, and timelines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own successful delivery of partner specific initiatives, ensuring objectives are met, risks\u0026amp;nbsp; mitigated, and expected outcomes are achieved.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5 years of experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self starter requiring minimal direction, with a “get it done” mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong critical thinker, able to prioritize and problem solve effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent project management and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic and outside of the box thinker.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven success working with senior management, both internally and externally.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong 401(k) industry experience.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to identify and implement solutions for process improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently and manage workload to achieve desired goals.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in Vestwell’s New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected base salary range for this position is a minimum of $85K - $100K, plus performance based bonus. This position is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099113003,"name":"Strategic Partnership \u0026 Relationship Management","child_ids":[],"parent_id":4064291003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4110366003,"name":"Scottsdale","location":"Scottsdale, Arizona, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7751773003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5771115003,"location":{"name":"New York, NY"},"metadata":null,"id":7751773003,"updated_at":"2026-05-28T16:46:35-04:00","requisition_id":"553","title":"Finance Manager","company_name":"Vestwell","first_published":"2026-05-28T16:46:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div\u0026gt;TITLE: Finance Manager\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;DUTIES: (i) serve as a key finance partner to GTM teams, delivering BI and actionable insights focusing on operational efficiency, profitability, and growth; (ii) lead \u0026amp;nbsp;annual sales budgeting process, and provide ongoing support and analytics around actual progress toward goals; (iii) support development and execution of monthly sales commission processes, including partnering with Sales leadership to adapt programs as needed; (iv) own development of new (and maintenance of existing) company-wide KPI dashboards supporting a data-driven, decision-making culture across all levels of the organization; (v) own regular and ad-hoc FP\u0026amp;amp;A deliverables, including monthly reconciliations, variance analysis, and income statement and balance sheet preparation; and (vii) collaborate across the broader finance teams on ad-hoc financial analyses, forecasting, and support for internal reporting requirements. May telecommute once a week.\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;SALARY:     $169,541.00 per year\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;SCHEDULE:   40 hours per week, Monday through Friday (9:00am-5:00pm)\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;LOCATION:   360 Madison Ave, 15th Floor, New York, NY 10017\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;REQUIREMENTS: Bachelor’s degree or foreign equivalent in Accounting, Finance, Economics or closely related plus 5 years’ post-baccalaureate experience in job offered or as Senior Financial Analyst working in FinTech, Tech, or Financial Services industry with US GAAP and Salesforce. Valid CPA license.\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064299003,"name":"Finance","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7742652003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5769465003,"location":{"name":"New York, NY | Austin, TX"},"metadata":null,"id":7742652003,"updated_at":"2026-05-22T11:27:08-04:00","requisition_id":"551","title":"Product Manager","company_name":"Vestwell","first_published":"2026-05-21T14:45:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Vestwell is expanding and we’re keen to add a Product Manager to our team who’s passionate about changing the retirement industry. We’re looking for someone who loves to solve problems and is driven to build great products. You will work across all of our solutions - translating company goals into focused initiatives, actionable steps, and a living backlog of work to be done. You will help refine and execute a product vision, improve engineering project management processes, and implement external/internal product communication and feedback channels.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role will lead and expand Vestwell\u0026#39;s user-facing platform experiences and identity capabilities, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;The end-to-end user experience across all persona types — advisors, participants, and sponsors — from onboarding through day-to-day web/mobile use, across surfaces including the portal, mobile app, reporting and statements, in-product education, and digital support tools (Help Center, chat, and notifications)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Platform identity and security, including login, authentication, and account management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;White labeling and configurable partner experiences, including the platform infrastructure that supports them\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-service capabilities and digital servicing, reducing operational friction for customers and internal teams alike\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Accessibility and inclusive design across all user-facing surfaces\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;You’ll play a pivotal role in shaping how every user experiences Vestwell. Our team owns a uniquely broad surface area — this is a role that rewards deep product curiosity, tight cross-functional alignment, and a high bar for what gets shipped.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the squad roadmap end-to-end — translating stakeholder needs and company goals into focused initiatives, and communicating and defending priorities across the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Design to drive UX quality from concept to delivery — raising the right questions, pushing on edge cases, and ensuring experiences are fully thought through before development begins\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Engineering and QA through the full development lifecycle — from clear requirements and acceptance criteria through feedback, bug identification, and final sign-off\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify platform gaps, build the business case for addressing them, and use usage trends to inform what gets prioritized next\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Actively leverage AI tools to sharpen your own output, and identify opportunities to embed AI into the product experiences we build\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;4+ years of Product Management experience\u0026lt;/strong\u0026gt;, ideally in fintech, SaaS, or a similarly fast-paced product environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong UX judgement\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;with a proven ability to partner with Design to deliver the best possible experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to write detailed, unambiguous requirements that engineering can execute with confidence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort managing a wide portfolio of features and workstreams simultaneously\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent collaboration, communication, and stakeholder management skills — proactive, transparent, and consistent in keeping teams aligned\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with SQL and relational databases\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience in the retirement industry (401(k), 403(b), IRA, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in our New York City or Austin office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected base salary range for this position is $135K - $150K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064310003,"name":"Product","child_ids":[],"parent_id":4064290003}],"offices":[{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/6212756003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4985224003,"location":{"name":"Austin, TX"},"metadata":null,"id":6212756003,"updated_at":"2026-05-19T12:22:55-04:00","requisition_id":"297","title":"Sales Development Representative (SDR)","company_name":"Vestwell","first_published":"2024-09-19T12:11:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Vestwell, we know that the key to growth is a high-performing sales team. That’s why we’re seeking a qualified sales development representative (SDR) to find and screen potential customers who could benefit from our range of financial wellness products and services. As the first line of communication with a prospect, the ideal SDR has a strong understanding of the sales methodology and excels at:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Engaging new clients through high volume calls and call cadences\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Driving qualification, urgency and intent\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;p\u0026gt;Creating effective sales meetings for sales closers that optimize prospect conversion\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Vestwell SDRs should be a quick learner who has strong communication skills and an ability to showcase our offerings in a compelling way. SDRs are generally in this role between 6-9 months. After month 9, successful SDRs are eligible for promotion into full cycle, closing roles.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Represent the company’s products and services \u0026amp;amp; deliver Vestwell’s value proposition to new prospects, including both financial advisors and business owners.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Qualify prospects, build intent \u0026amp;amp; generate new meetings for sales through outbound calling.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and maintain a pipeline of interested prospects and engage sales leaders in next steps.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own your personal growth and development as a Vestwell sales representative by learning the financial services industry, Vestwell’s range of financial wellness solutions, and the mechanics of a modern sales process.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to utilize Salesforce \u0026amp;amp; Salesloft to manage lead lists.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding the Vestwell partnerships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding the products and services Vestwell offers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master talk tracks and ability to qualify prospects.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify the needs of prospects, and suggest appropriate products or services.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Set up meetings for prospects with field sales representatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Report to sales manager with weekly, monthly, and quarterly results.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1 or more years of experience in sales, with a track record of exceeding lead targets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills via phone and email.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven, creative problem-solving approach and strong analytical skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Displays self-motivation for sales coaching and development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong desire and ability to move up within a sales organization.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree (or equivalent) or at least five years of relevant work experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience as a sales development representative, with a track record of achieving \u0026amp;amp; exceeding sales quotas.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Salesforce, Salesloft, or other CRM software.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial services \u0026amp;amp;/or small business sales experience.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;This role will be based in our New York, NY or Austin, TX office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is a minimum of $55K - $60K, plus performance based variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064317003,"name":"Advisor \u0026 National Accounts \u0026 TPA Workplace Growth","child_ids":[],"parent_id":4064291003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7735876003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5766672003,"location":{"name":"New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":7735876003,"updated_at":"2026-05-19T12:22:55-04:00","requisition_id":"547","title":"Senior Associate, Implementations","company_name":"Vestwell","first_published":"2026-05-15T16:10:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are growing and looking for an experienced Senior Implementations Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell\u0026#39;s platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;While we\u0026#39;re not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don\u0026#39;t have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we’d be delighted to connect with you!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Primary internal client advocate representing plan sponsor and advisor contacts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;The Necessities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;2-4 years of experience in project management and leading team initiatives end to end; you\u0026#39;re flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices -- bonus points for deployment/build experience.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Demonstrated aptitude for learning, creating, and iterating rapidly.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Qualified 401(k) Administrator (QKA) or higher ASPPA credential.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;textLayer\u0026quot;\u0026gt;PMP or similar project management certifications.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected base salary range for this position is a minimum of $70K - $80K, plus performance based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064301003,"name":"Implementations ","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4110366003,"name":"Scottsdale","location":"Scottsdale, Arizona, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/6521010003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5192632003,"location":{"name":"New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":6521010003,"updated_at":"2026-05-27T17:23:27-04:00","requisition_id":"361","title":"Senior Associate, Retirement Plan Administration (Audit)","company_name":"Vestwell","first_published":"2025-03-27T14:00:17-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Year end testing for DC plans.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Answer questions from the client service team on retirement plan subjects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with plan terminations and EPCRS corrections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide consulting services to sponsor and advisors as needed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 4 years of Retirement Plan Administration experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional understanding of plan administration, compliance testing and IRS regulations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written \u0026amp;amp; oral communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meticulous attention to detail \u0026amp;amp; organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for helping people.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Microsoft Office Suite \u0026amp;amp; G suite.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to think analytically \u0026amp;amp; operate independently within set deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shows ownership and initiative in all aspects of work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;QKA certifications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected salary range for this position is $80K-$90K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064306003,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7506780003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5192632003,"location":{"name":"New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ"},"metadata":null,"id":7506780003,"updated_at":"2026-05-27T17:23:45-04:00","requisition_id":"361","title":"Senior Associate, Retirement Plan Administration (Testing) ","company_name":"Vestwell","first_published":"2025-10-23T12:16:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our testing team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Year end testing for DC plans.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Answer questions from the client service team on retirement plan subjects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with plan terminations and EPCRS corrections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide consulting services to sponsor and advisors as needed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 4 years of Retirement Plan Administration experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional understanding of plan administration, compliance testing and IRS regulations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written \u0026amp;amp; oral communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meticulous attention to detail \u0026amp;amp; organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for helping people.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Microsoft Office Suite \u0026amp;amp; G suite.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to think analytically \u0026amp;amp; operate independently within set deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shows ownership and initiative in all aspects of work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;QKA certifications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected salary range for this position is $80K-$90K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064306003,"name":"Retirement Plan Administration","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4056455003,"name":"King of Prussia","location":"King of Prussia, Pennsylvania, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7602993003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5706995003,"location":{"name":"New York, NY"},"metadata":null,"id":7602993003,"updated_at":"2026-05-19T12:22:55-04:00","requisition_id":"511","title":"Senior Associate, Strategic Finance - GTM","company_name":"Vestwell","first_published":"2026-01-26T10:10:25-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Vestwell, People make all the difference. As we continue to scale, Vestwell is looking for an exceptional Associate, Strategic Finance to join our finance team. In this role, you will report to Vestwell’s Director of FP\u0026amp;amp;A GTM (Go-To-Market), work closely with the CFO, and partner cross-functionally with senior leaders, particularly within the Sales \u0026amp;amp; Marketing organizations.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As an Associate, Strategic Finance, you will serve as a strategic, individual contributor, supporting leadership with financial analysis, modeling, and strategic decision-making. This is a high-impact role that requires independent judgment, analytical rigor, and the ability to translate a high volume of complex data into actionable insights that influence decision making. You will play a meaningful role in shaping Vestwell’s financial strategy, supporting executive decision-making, and helping guide the company’s long-term trajectory. You will own Vestwell’s revenue model, lead revenue forecasting, assist in the creation and reporting of sales-related KPIs, and provide support on various projects and ad-hoc analyses.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Day-to-Day, You May Also Be Expected To:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own, refine, and manage Vestwell’s revenue model, a core input into Vestwell’s overall operating model.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain a flash forecasting process to proactively identify, assess, and communicate risks \u0026amp;amp; opportunities to key stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain sales-related KPIs \u0026amp;amp; reporting to surface trends, risks \u0026amp;amp; opportunities, and provide actionable insights to increase efficiency and drive growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct ad-hoc analyses and provide support on a variety of strategic initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Finance, Sales, Marketing, and Operations to refine assumptions and model inputs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze, synthesize, and clearly communicate financial and operational metrics to enable informed decision-making across the business.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2-3+ years of relevant experience, with 2+ years at a top-tier investment bank strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional financial modeling and analytical skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced Excel and PowerPoint skills are required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail coupled with the ability to uplevel and simplify to drive clarity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational skills including the ability to handle multiple projects simultaneously, and deliver exceptional work under tight timelines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player with excellent interpersonal, and written communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated with success in thriving in a dynamic and sometimes ambiguous environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience going through an IPO in a Strategic Finance or FP\u0026amp;amp;A function is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial accounting knowledge is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Startup, FinTech, Tech, and/or Financial Services experience would be helpful.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in our New York City office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is $115K - $125K, plus performance base bonus. This position is eligible to participate to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064299003,"name":"Finance","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7753891003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5773058003,"location":{"name":"New York, NY"},"metadata":null,"id":7753891003,"updated_at":"2026-06-05T16:10:01-04:00","requisition_id":"558","title":"Senior Brand Designer","company_name":"Vestwell","first_published":"2026-06-05T16:09:31-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Vestwell is looking for a Senior Brand Designer to own creative execution across every channel and surface — from integrated campaigns and event experiences to web, email, social, and sales collateral. This is a high-ownership, high-volume role on the Marketing team: you will independently manage a multi-workstream design queue, bring a clear visual POV to every brief, and be the connective tissue between strategy and finished creative.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will partner with Content, Demand Generation, Product Marketing, Sales, and external vendors, while also running the design intake process that keeps the whole marketing org moving. The right person is equally at home concepting a campaign and shipping a co-branded one-pager before noon.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;What Will You Be Doing?\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;Design Creative Strategy\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience building and maintaining design systems — you create reusable components, enforce visual consistency, and evolve the system as the brand grows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong creative concepting skills — you can take a brief from whiteboard to moodboard to finished campaign with a clear point of view\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to build visual brand recall in market across campaigns, channels, and audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High-volume, multi-workstream ownership — you manage several concurrent projects across different teams and deadlines without losing quality or momentum\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independently own a brief end-to-end: intake, concept, stakeholder alignment, production, and delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience across print, physical, and digital mediums — you are as comfortable designing a conference booth as a display ad\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Brings a clear POV through visual storytelling — your work has a perspective, not just execution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Co-brand fluency — experience managing partner or co-branded materials programs, including versioning, approvals, and brand governance across a partner ecosystem\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable managing and directing external vendors: photographers, videographers, illustrators, and web developers\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Events \u0026amp;amp; Physical\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;End-to-end design for the Vestwell event experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conference booth activations, signage, and environmental design\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Branded merchandise and swag\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;OOH campaign assets\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Campaigns \u0026amp;amp; Brand\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;GTM creative for new product and feature launches\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Integrated brand campaign assets across channels\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Brand system extensions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creative concepting: moodboards, visual directions, and campaign frameworks\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Growth \u0026amp;amp; Digital\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Growth channel digital ads: display, Meta, Reddit, and other paid formats — multiple sizes and personas\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ongoing social media creative for Instagram, LinkedIn, and other platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Landing pages for campaigns, gated content, and partner-specific experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Email design and HubSpot template build/deployment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Sales Enablement \u0026amp;amp; Collateral\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;One-pagers, decks, and webinar visuals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;RFP and proposal design\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Co-branded partner materials — logos, collateral, and partner-specific versioning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;App screen and product UI support as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Design Operations\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own and manage the marketing design request intake process — triage the Asana queue, prioritize across stakeholders, and run a weekly design sync\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Onboard new teammates and stakeholders to the design request workflow\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and organize Figma files and the shared media library\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with external vendors and freelancers on timelines and deliverables\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Requirements\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of brand or marketing design experience, ideally in B2B SaaS or fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A portfolio that demonstrates both creative range and consistent brand thinking — across digital and physical\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working in a fast-paced, cross-functional environment where you are managing multiple projects and stakeholders simultaneously\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and verbal communication — you give clear feedback, write tight creative briefs, and can explain your design decisions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Low-ego collaborative style: you work well with opinionated stakeholders and know when to hold your ground and when to flex\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High attention to detail and a strong visual standard — you notice when something is off and you fix it\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Figma (Pro) — expert-level, including components, auto-layout, prototyping, and file organization for team use\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adobe Creative Suite — Photoshop, Illustrator, and related tools for production-level work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;InDesign — for print-ready collateral, sales materials, and multi-page documents\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;HubSpot CMS — designing and building/deploying landing pages and email templates directly in HubSpot\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in Vestwell’s New York office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected base salary range for this position is a minimum of $95K - $105K, plus performance based bonus. This position is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064316003,"name":"Marketing","child_ids":[],"parent_id":4064291003}],"offices":[{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7701035003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5750734003,"location":{"name":"New York, NY"},"metadata":null,"id":7701035003,"updated_at":"2026-05-19T12:22:55-04:00","requisition_id":"534","title":"Senior Manager, Media Relations Strategist","company_name":"Vestwell","first_published":"2026-04-14T16:41:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for a hands-on Senior Manager of Media Relations Strategist who can bring an established communications strategy to life through disciplined planning, execution, and measurement. This role is ideal for a seasoned communications strategist who loves owning the day-to-day of media relations, content development, and executive visibility programs, and who is energized by close, in-person partnership with the C‑suite.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a key member of our Brand Team, you will execute and administer the PR roadmap defined in partnership with senior leadership, ensuring our messages are consistently and effectively delivered across audiences and channels.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;We are looking for a proactive, detail-oriented team player who is comfortable rolling up their sleeves, taking ownership, and operating with a high degree of accountability and follow-through. If you are a seasoned communications operator who thrives on making strategy real through strong execution, and you’re excited to work side-by-side with an executive team to grow a mission-driven brand, we’d love to hear from you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The role is based in our New York City headquarters to enable frequent, in-person collaboration with our executive team and cross-functional partners.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Strategy execution \u0026amp;amp; planning\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Translate the company’s PR and communications strategy—set by the SVP, Head of Marketing—into clear annual, quarterly, and campaign-level plans that advance brand visibility, thought leadership, and business objectives.\u2028\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the day-to-day execution of corporate and product PR initiatives across earned, owned, and shared channels, ensuring consistent messaging and strong cross-functional coordination.\u2028\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the development of thought leadership programs, including original research, surveys, and insight-driven narratives that increase brand authority, support earned media, and create opportunities for executive visibility.\u2028\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and manage a leadership speaker strategy, including proactive speaker bureau initiatives, conference opportunities, award submissions, and executive platform development.\u2028\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;As a key member of our Brand Team, expand and operationalize a broader earned and influence channel strategy across media, podcasts, YouTube, newsletters, and other high-value platforms relevant to our audiences.\u2028\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain an integrated communications calendar spanning launches, announcements, awards, executive speaking, research moments, and key industry tentpoles.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Media relations \u0026amp;amp; brand visibility\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Increase brand awareness through targeted, corporate, and product-focused PR programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and manage relationships with key media contacts in the financial services, fintech, and retirement industries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify PR opportunities, develop compelling story angles, and pitch relevant narratives to media.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Respond to inbound media inquiries, ensuring timely, accurate, and on-message responses.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Content development \u0026amp;amp; storytelling\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Research, write, and edit high-quality communications materials including press releases, media pitches, talking points, bylines, blog posts, FAQs, and Q\u0026amp;amp;As.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with senior leaders to craft clear, compelling messaging that reflects our brand, positioning, and differentiated value.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the development of thought leadership content (e.g., articles, commentary, reports, speaking points) that elevates our presence with key audiences.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Executive visibility \u0026amp;amp; industry presence\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage award submissions from end-to-end, including sourcing opportunities, drafting submissions, and tracking results.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify, evaluate, and coordinate executive speaking opportunities at industry conferences, webinars, and events.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare executives for external engagements through briefing docs, messaging frameworks, and rehearsal support.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Internal communications\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support internal communications initiatives that keep employees informed, aligned, and connected to company priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Draft internal memos, announcements, and leadership communications that translate complex topics into clear, accessible updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with HR, Marketing, and the broader leadership team to reinforce company values, culture, and key business initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Measurement, insights \u0026amp;amp; operations\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Define and track KPIs for PR and communications programs (e.g., share of voice, media coverage quality, message pull-through, engagement).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor industry trends, competitor activity, and relevant policy or regulatory developments to inform communications plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Synthesize results and insights into regular reporting for senior leadership, recommending adjustments to improve impact.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage relationships with agencies and vendors as needed, ensuring alignment with strategy, brand standards, and timelines.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience: 3-5+ years in public relations, corporate communications, or related fields, with meaningful experience in financial services, fintech, retirement, or adjacent industries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Functional depth: Demonstrated success executing PR and communications programs—owning planning, content creation, media outreach, and reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Writing excellence: Exceptional writing, editing, and storytelling skills, with the ability to distill complex financial or technical topics into clear, engaging narratives tailored to professional audiences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Media acumen: Proven ability to build and manage media relationships; experience securing coverage in trade and/or business outlets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Executive partnership: Experience partnering directly with senior leaders (VP/C‑suite) on messaging, thought leadership, and speaking engagements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Project management: Strong organizational skills with the ability to manage multiple projects, stakeholders, and deadlines in a fast-paced, growth-oriented environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaboration: Track record of working cross-functionally with Marketing, Product, Sales, Legal/Compliance, and HR to ensure aligned, compliant messaging.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tools: Proficiency with common communications and collaboration tools (e.g., media monitoring platforms, newsroom/PR distribution tools, project management and productivity suites).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in the New York City office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected base salary range for this position is $120K - $135K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064316003,"name":"Marketing","child_ids":[],"parent_id":4064291003}],"offices":[{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7746414003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5769726003,"location":{"name":"Scottsdale, AZ"},"metadata":null,"id":7746414003,"updated_at":"2026-06-02T13:18:29-04:00","requisition_id":"552","title":"Senior Manager, Vestwell Service Center","company_name":"Vestwell","first_published":"2026-05-26T14:29:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Vestwell is growing, and we’re excited to add a Senior Manager to lead our 529 and ABLE Service Center team. As we expand our book of business, we’re focused on building a service operation that scales intelligently — one where our people are highly efficient, well-supported, and delivering a consistently excellent experience to every Saver we serve.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This Senior Manager will directly manage a team of approximately 10 employees consisting of coordinators and associates. This role will play a central part in how we think about operational capacity, team development, and the product enhancements that make our service team’s work faster and simpler. Ideally, you have 4–7 years of experience leading service or operations teams in a regulated environment, with a track record of improving efficiency and a genuine interest in how technology and process can reduce friction for both customers and the people serving them.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll partner closely with Service Center leadership, the QA \u0026amp;amp; Training Manager, our IRA team, relationship managers, and our product organization to ensure that the 529 and ABLE service experience keeps pace with Vestwell’s growth. This role sits at the intersection of people leadership, operational strategy, and cross-functional influence — and we’re looking for someone who is energized by all three.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What Will You Be Doing?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Day-to-day, you will be expected to:\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Lead the 529 \u0026amp;amp; ABLE Service Team\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Directly manage approximately 10 coordinators handling 529 and ABLE program inquiries, ensuring consistent, high-quality service delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Set clear performance expectations, KPIs, and quality standards, and provide ongoing coaching, feedback, and development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with the QA \u0026amp;amp; Training Manager to ensure coordinator development is data-driven and coaching is targeted and effective\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and develop high performers into future team lead and supervisory roles, building organizational depth over time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in escalations alongside relationship managers, peers, and leadership when needed, using those interactions as feedback loops to improve processes and reduce recurrence\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Drive Operational Efficiency \u0026amp;amp; Scale\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the funded accounts-to-FTE ratio for your team and actively manage toward improvement as the business grows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to reduce handle time, increase first-contact resolution, and eliminate repeat contacts through process and workflow improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain capacity models that give leadership clear, data-backed visibility into staffing needs across growth scenarios\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Regina and finance to model how the team should scale as new business is added — with a focus on doing more with the right people, not simply more people\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Champion a culture of continuous improvement and accountability within your team, connecting day-to-day operations to Vestwell’s mission\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advocate for Product Enhancements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Represent the 529 and ABLE customer and coordinator voice in product planning conversations, grounded in structured data on contact drivers, error patterns, and resolution friction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Distinguish between isolated issues and systemic problems, and bring prioritized, well-supported enhancement requests to the product team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Come to product conversations prepared with contact volume by category, error rates, estimated deflection impact, and a clear point of view on priority\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Close the loop — track whether shipped product changes actually reduce inbound volume or improve resolution, and report back to leadership and product with findings\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Manage Performance \u0026amp;amp; Human Capital\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Establish clear performance standards and differentiate coaching and development investment based on individual needs and potential\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify performance gaps early, document fairly, and partner with HR to manage improvement plans with care and consistency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure strong performers have visible growth paths and feel invested in\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with HR on succession planning and role design as the team evolves\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Deliver Reporting \u0026amp;amp; Insights\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own a regular operational dashboard covering contact volume, handle time, first-contact resolution, error rate, and coordinator utilization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present findings to Regina in a format she can act on and share with senior leadership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track the impact of process and product changes over time, and use data to inform future recommendations\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Necessities\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4–7 years of experience managing a service or operations team, ideally in a regulated, high-volume environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to improve operational efficiency — you can point to a specific metric, ratio, or process you improved and explain how\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical skills and comfort using data to identify trends, build a case, and track outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with a Product team — you understand how to translate operational pain into a clear Product conversation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Management experience: setting expectations, developing talent, and managing performance thoughtfully and fairly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills, with the ability to present clearly to both front-line teams and senior leadership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort building structure in ambiguous environments — you can create process where little exists today\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Extras\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of 529 and/or ABLE programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in fintech, financial services, or another regulated consumer-facing environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with workforce management, capacity planning, or service analytics tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience developing team leads or supervisor-level roles from individual contributors\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in our Scottsdale office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected base salary range for this position is $95K - $105K base. This position is eligible to participate in the Company Bonus Pool. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4129152003,"name":"Service Center","child_ids":[],"parent_id":4048376003}],"offices":[{"id":4110366003,"name":"Scottsdale","location":"Scottsdale, Arizona, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7734017003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5765894003,"location":{"name":"New York, NY | Austin, TX"},"metadata":null,"id":7734017003,"updated_at":"2026-05-19T12:22:55-04:00","requisition_id":"545","title":"Staff Software Engineer","company_name":"Vestwell","first_published":"2026-05-18T08:13:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Engineering team is seeking an experienced Staff Software Engineer, with experience in Product feature development and Architecture who can be effective on all levels of our Engineering stack, and is willing to play all necessary roles such as architect, tech lead, code reviewer, Agile coach, and mentor.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In short, we want to bring experienced Engineers in to make key decisions regarding technology, architecture, and software.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’re a great fit for our team if you can balance detail-oriented tasks with long term strategy and scale initiatives. Most of all, you must be passionate about what you create and about the impact it can have. That matters to us, a lot.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Create and maintain optimal software supporting Product initiatives and features using Typescript\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and enforce best practices in code to build sophisticated software that adheres to common programming principles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with stakeholders including the Executive, Product and Operations teams to support their Product development needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review requirements and translate into an executable development plan, breaking down projects to enable iterative and agile implementation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide production support and train junior engineers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively drive the vision for architecture and design across multiple product verticals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the delivery of high impact development solutions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Requirements\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The Necessities\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience as a Software Engineer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Typescript and \u0026lt;a href=\u0026quot;http://node.js\u0026quot;\u0026gt;Node.js\u0026lt;/a\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Python\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with AI tools such as Claude and Cursor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience scaling and managing 3+ person teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge Agile practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive development experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience mentoring more junior engineers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with relational databases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data Architecture experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with AWS cloud services\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to triage and assign work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Has experience working with and leading remote contractors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated experience with Software Architecture and Design\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with and supporting cross functional teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive use of Git, preferably Github\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;The Extras\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Fintech experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Startup experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Building pipelines in Jenkins\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in either the New York City or Austin office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The expected base salary range for this position is $185K - $200K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064311003,"name":"Technology","child_ids":[],"parent_id":4064290003}],"offices":[{"id":4026298003,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/vestwell/jobs/7742592003","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5769439003,"location":{"name":"New York, NY | Austin, TX"},"metadata":null,"id":7742592003,"updated_at":"2026-05-28T17:41:49-04:00","requisition_id":"550","title":"VP, Business Development Team","company_name":"Vestwell","first_published":"2026-05-28T14:16:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.\u0026amp;nbsp;Vestwell\u0026#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more, visit \u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;vestwell.com\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Are We Looking For?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The VP, Business Development Team, will be a key member of Vestwell’s Sales leadership team in the Financial Advisor Channel, responsible for driving the efficiency, consistency, effectiveness of strategy, and growth of Vestwell’s sales efforts. This role is designed for a strategic and hands-on leader who will collaborate closely with both BD and RVP teams to ensure alignment and effectiveness of delivery upon solutions, systems, and processes across the organization.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;WHAT WILL YOU BE DOING?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Day-to-day you will also be expected to:\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Sales Strategy and Planning:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Sales leadership to develop and execute go-to-market strategies that align with company objectives and drive revenue growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze market trends, competitive intelligence, and sales performance data to identify opportunities for process improvements and strategic shifts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with sales management and finance in the development of sales targets, quotas, and key performance indicators (KPIs) in alignment with overall company goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with executive leadership and marketing to coordinate and execute Vestwell’s 2026 Partner Forum.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Sales Operations Management:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Team Leads to identify opportunities for growth within day-to-day operations of the sales team - ensuring that systems, processes, and tools are optimized to support sales goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Sales Enablement, Marketing, and Product teams to ensure seamless communication and alignment on product updates, new launches, and promotional campaigns.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuously improve sales processes, including lead management, CRM adoption, forecasting, and territory management.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Training and Enablement:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partnering with Learning \u0026amp;amp; Development and Enablement teams, strategize and deliver training programs to ensure the sales team and RVPs are well-versed in Vestwell’s products, solutions, and platform capabilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide ongoing coaching and support to sales staff, helping them improve their sales techniques, product knowledge, and understanding of client needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the RVPs in fostering a culture of continuous learning, ensuring the team is always up-to-date on product innovations, market trends, and best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The role will be instrumental in training teams on new product launches and enhancements, optimizing sales processes, and ensuring the sales organization is operating with the right tools, systems, and strategies to succeed in a rapidly evolving market. Serve as the bridge between the Sales, Product, Marketing, and Customer Success teams, ensuring smooth communication and coordination across departments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Sales Tools and Technology:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Marketing and Enablement to develop cadence/campaign strategies.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the adoption and optimization of sales tools, CRM systems (e.g., Salesforce), and data analytics platforms to improve sales productivity and performance tracking.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure that sales teams have the necessary resources and technology to execute effectively and efficiently across all stages of the sales cycle.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Regularly evaluate sales technology stack and implement new solutions where necessary to increase efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Cross-Functional Collaboration:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the bridge between the Sales, Product, Marketing, and Customer Success teams, ensuring smooth communication and coordination across departments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with the Product and Marketing teams to ensure the sales team is prepared for product launches, enhancements, and client messaging.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide regular feedback from the sales team to Product and Marketing to ensure product positioning, messaging, and competitive differentiators are aligned with the sales process.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Performance Analysis and Reporting:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Regularly assess and report on sales performance metrics, identifying areas for improvement and ensuring that sales targets are met.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain dashboards and reports to track sales effectiveness, pipeline health, and performance against quotas.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize data-driven insights to make informed decisions on sales strategy and operational improvements.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Delivering upon Vestwell’s core values, this role will:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead and Inspire: Manage, coach, and motivate the sales team in partnership with DVPs and BD Managers to exceed sales targets through outbound prospecting, while equipping the team with best practices and sales techniques.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This role will be based in either the New York City or Austin office, and will be part of Vestwell\u0026#39;s hybrid in-office operation.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The expected base salary range for this position is a minimum of $110K - $125K base, plus performance based variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;OUR BENEFITS\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;OUR PROCESS\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you\u0026#39;re looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://vestwell.com/\u0026quot;\u0026gt;Vestwell.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;is not our Recruitment team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://www.vestwell.com/privacy-policy\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Privacy Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;a href=\u0026quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing\u0026amp;amp;ouid=111643980444675168924\u0026amp;amp;rtpof=true\u0026amp;amp;sd=true\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Vestwell’s California Privacy Rights Policy.\u0026lt;/em\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4064317003,"name":"Advisor \u0026 National Accounts \u0026 TPA Workplace Growth","child_ids":[],"parent_id":4064291003}],"offices":[{"id":4003777003,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":24}}