🕒 7 days ago
Lead and develop a 12–15-person client service team, oversee responsive support across email, chat, and phone, resolve escalations, and improve service quality and workflows with cross-functional partners.
Vestwell jobs
Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers.
👥 501 - 1000 employees🏢 Financial Services🌍 United States🚩 Founded 2016💰 Funding: Series E
24 open roles at Vestwell
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Senior Associate, Relationship Management (Auto-IRA)
🕒 15 days ago
Vestwell👥 501 - 1000 employees🏢 Financial Services
🕒 15 days ago
As a Senior Associate in Relationship Management for Auto-IRA, you will support the team in delivering value to clients by managing escalated issues and collaborating cross-functionally.
Director, Relationship Management - ABLE
🕒 16 days ago
Vestwell👥 501 - 1000 employees🏢 Financial Services
🕒 16 days ago
The Director of Relationship Management will lead client engagement and project management for state ABLE programs, ensuring operational efficiency and high client satisfaction.
Compliance Director, Trust Company and Custody Operations
🕒 19 days ago
Vestwell👥 501 - 1000 employees🏢 Financial Services
🕒 19 days ago
Lead and manage regulatory compliance and operational oversight for trust company and custodial operations, ensuring adherence to regulations related to retirement plans and custody services.
🕒 24 days ago
The Senior Marketing Project Manager oversees the operational framework for planning, prioritization, and delivery of marketing projects, ensuring alignment with team priorities and driving process optimization.
Senior Associate, Relationship Management (529 & CSA)
🕒 24 days ago
Vestwell👥 501 - 1000 employees🏢 Financial Services
🕒 24 days ago
As a Senior Associate, Relationship Manager, you will support 529 and CSA partners by developing relationship plans, managing escalated issues, and collaborating cross-functionally to achieve partner objectives.
📅 Sep 24
Monitor, investigate, and mitigate fraud and anti-money laundering risks across business lines, applying regulatory requirements and independent judgment while partnering with client, operations, and services teams.
📅 Sep 22
Serve as a strategic HR partner to G&A leaders and employees, guiding the employee lifecycle, employee relations, organizational change, workforce planning, and talent development while supporting compliance and engagement.
Senior Marketing Operations Manager (Reporting and Analytics)
📅 Sep 21
Vestwell👥 501 - 1000 employees🏢 Financial Services
📅 Sep 21
Own marketing analytics, reporting, and customer attributes, connecting data across Google Analytics, HubSpot, and Salesforce to build reliable dashboards and enable targeted campaigns and better decisions.
📅 Sep 17
Own the full sales cycle for a defined territory, converting leads into retirement plan sales while advising financial advisors on plan design, fiduciary considerations, and platform capabilities.
Senior Associate, Retirement Plan Services
📅 Sep 16
Vestwell👥 501 - 1000 employees🏢 Financial Services
📅 Sep 16
Provides consultative retirement plan administration guidance to employers, advisors, and internal teams, resolving complex plan issues, assessing compliance risks, and improving service quality and operations.
📅 Sep 16
Supports employer and advisor requests for retirement plans by researching plan issues, coordinating with internal experts, resolving escalations, and improving service processes and client outcomes.
📅 Sep 16
Own the strategy, roadmap, and delivery of payroll integrations, APIs, and data workflows, partnering with engineering and external stakeholders to improve connectivity, reliability, and partner experience.
📅 Sep 15
The Information Security Compliance Analyst manages cybersecurity risks and compliance obligations, coordinates audits and evidence requests, and supports customer and vendor security reviews across internal teams.
📅 Sep 11
Lead relationships with state Auto-IRA program clients, translating their objectives into success plans and coordinating cross-functional teams to deliver program administration, resolve issues, and improve client outcomes.
📅 Sep 8
Process retirement plan distribution and loan requests, verify participant information, collect supporting documents, and document outcomes while meeting regulatory, quality, and productivity standards.
📅 Sep 4
Manage retirement-plan conversions and deconversions by coordinating asset transfers, trade settlement, project timelines, and cross-functional teams to onboard plans smoothly and provide strong service to plan sponsors.
📅 Aug 5
The Saver Services Coordinator supports retirement and education savers by resolving inquiries across phone, email, and chat, processing requests, and delivering accurate, empathetic service.
📅 Jul 18
Support retirement plan sponsors and advisors by resolving service and administration issues, managing client communications, and coordinating cross-functional solutions that improve client satisfaction.
📅 Jun 30
Lead and grow an AI engineering team, setting technical direction and delivering reliable, scalable AI platforms and production applications in partnership with product, data, design, security, and business teams.
Senior Associate, Retirement Plan Administration
📅 Jun 26
Vestwell👥 501 - 1000 employees🏢 Financial Services
📅 Jun 26
Administer qualified retirement plans for large-plan clients, handling year-end testing, audit-related work, plan terminations, and compliance questions while advising sponsors and improving operational workstreams.
📅 May 15
Manage end-to-end onboarding of retirement plans, serving as the primary liaison for plan sponsors and financial advisors while coordinating conversion timelines, stakeholders, and successful platform transitions.
📅 Feb 10
Generate qualified pipeline by prospecting and engaging financial advisor prospects, uncovering their needs, qualifying opportunities, and developing the skills to progress into a full-cycle sales role.
Sales Development Representative (SDR)
📅 Sep 19, 2024
Vestwell👥 501 - 1000 employees🏢 Financial Services
📅 Sep 19, 2024
Engage and qualify prospective customers through outbound outreach, build a pipeline of interested prospects, and set effective meetings for sales closers while developing expertise in financial services and Vestwell’s products.
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