Director, Relationship Management
The Auto IRA Relationship Manager will lead client relationships with state partners, ensuring they receive value from Vestwell's retirement platform and aligning business objectives.
The Auto IRA Relationship Manager will lead client relationships with state partners, ensuring they receive value from Vestwell's retirement platform and aligning business objectives.
The Associate, Go-to-Market Sales Strategy & Analytics will enhance Vestwell's go-to-market strategy through execution-oriented and analytical tasks, driving measurable outcomes aligned with company goals.
As an Operations Associate, you will process distributions and loans from retirement plans, ensuring adherence to procedures and maintaining high-quality standards in a fast-paced environment.
The Custody Ops Associate will play a key role in processing and monitoring plans on Vestwell's platform, ensuring accuracy and collaboration across teams.
As a Conversion Associate, you will manage onboarding processes, coordinate with various stakeholders, and ensure smooth transitions of plans onto Vestwell's platform.
Join the Engineering team to build user-facing web applications, enhance your TypeScript skills, and collaborate with senior engineers on a leading 401(k) platform.
As a Partner Success Associate, you will build strong relationships with partners, support their success in the retirement space, and drive repeat business.
As an Employer Services Senior Associate, you will manage client relationships, resolve issues, and ensure exceptional service for financial advisors and plan sponsors.
As an Employer Services Coordinator, you will manage client inquiries, collaborate across teams to resolve issues, and ensure exceptional service for plan sponsors.
Lead and mentor a high-performing AI engineering team to deliver scalable AI-powered products while ensuring technical excellence and operational reliability.
Join the Retirement Plan Administration team to manage compliance testing, government reporting, and plan terminations for Vestwell's large clients, ensuring adherence to retirement plan regulations.
As a Senior Associate, Employer Services Account Manager, you will manage and grow high-value employer client relationships, ensuring exceptional service and satisfaction.
The Senior Analyst, Go-to-Market Strategy will enhance the go-to-market strategy through reporting, sales campaign management, and financial analysis to drive measurable outcomes.
As a Senior Specialist, you will independently interpret ERISA and retirement plan laws to consult, amend, and maintain compliant retirement plan documents while collaborating with various teams.
The Operations Associate will exercise independent judgment to ensure payroll accuracy, participant eligibility, and data integrity while resolving complex operational issues.
Manage the onboarding process for Plan Sponsors and Financial Advisors, ensuring a smooth transition to Vestwell's platform while advocating for client needs.
The Business Development Representative (BDR) role focuses on developing sales professionals through pipeline creation and essential sales skills for a full-cycle Business Development position.
As a Sales Development Representative at Vestwell, you will engage potential customers, qualify leads, and set up meetings to drive sales for financial wellness products.
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