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Vestwell

Vestwell jobs

Power workplace retirement and savings on one modern platformβ€”401(k)s, education, and emergency savings with payroll sync across 190+ providers.

πŸ‘₯ 501 - 1000 employees🏒 Financial Services🌍 United States🚩 Founded 2016πŸ’° Funding: Series E

18 open roles at Vestwell

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Vestwell

Director, Relationship Management

πŸ•’ 2 days ago
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

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.

Client Relationship ManagementRetirement PlanningWealth ManagementCustomer Success
Vestwell

Associate, Go-to-Market Sales Strategy & Analytics

πŸ•’ 2 days ago
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

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.

SalesforceSigma BIData AnalysisFinancial Planning
Vestwell

Associate, Saver Operations

πŸ•’ 5 days ago
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

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.

JiraZendeskAircallTask Management
Vestwell

Associate, Custody Operations

πŸ•’ 9 days ago
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

The Custody Ops Associate will play a key role in processing and monitoring plans on Vestwell's platform, ensuring accuracy and collaboration across teams.

FinanceAccountingTrust AccountingCash Reconciliation
Vestwell

Associate, Conversions

πŸ•’ 9 days ago
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

As a Conversion Associate, you will manage onboarding processes, coordinate with various stakeholders, and ensure smooth transitions of plans onto Vestwell's platform.

Trust AccountingProject ManagementCRM SystemsExcel
Vestwell

Partner Success Associate

πŸ•’ 12 days ago
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

As a Partner Success Associate, you will build strong relationships with partners, support their success in the retirement space, and drive repeat business.

Client Relationship ManagementCommunication SkillsProblem-solving SkillsAttention To Detail
Vestwell

Senior Associate, Financial Services

πŸ“… Jul 18
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

As an Employer Services Senior Associate, you will manage client relationships, resolve issues, and ensure exceptional service for financial advisors and plan sponsors.

Customer ServiceClient Relationship ManagementProblem-solvingTime Management
Vestwell

Coordinator, Employer Services

πŸ“… Jul 1
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

As an Employer Services Coordinator, you will manage client inquiries, collaborate across teams to resolve issues, and ensure exceptional service for plan sponsors.

Customer ServiceClient ManagementProblem-solvingTime Management
Vestwell

Manager, Software Engineer (AI)

πŸ“… Jun 30
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

Lead and mentor a high-performing AI engineering team to deliver scalable AI-powered products while ensuring technical excellence and operational reliability.

AI EngineeringSoftware EngineeringTeam LeadershipPython
Vestwell

Senior Associate, Retirement Plan Administration

πŸ“… Jun 26
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

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.

Retirement Plan AdministrationCompliance TestingIRS RegulationsClient Consulting
Vestwell

Senior Associate, Employer Services Account Manager

πŸ“… Jun 22
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

As a Senior Associate, Employer Services Account Manager, you will manage and grow high-value employer client relationships, ensuring exceptional service and satisfaction.

Client Relationship ManagementStrategic AdvisoryCross-functional CollaborationProactive Outreach
Vestwell

Senior Analyst, Go-to-Market Strategy

πŸ“… Jun 17
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

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.

SalesforceSigma BIData AnalysisFinancial Planning
Vestwell

Senior Specialist, Plan Design

πŸ“… Jun 11
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

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.

ERISARetirement Plan LawsPlan Design ConsultationDocument Drafting
Vestwell

Associate, Payroll Operations

πŸ“… Jun 3
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

The Operations Associate will exercise independent judgment to ensure payroll accuracy, participant eligibility, and data integrity while resolving complex operational issues.

ExcelData AnalysisOperational Decision-makingProblem-solving
Vestwell

Senior Associate, Implementations

πŸ“… May 15
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

Manage the onboarding process for Plan Sponsors and Financial Advisors, ensuring a smooth transition to Vestwell's platform while advocating for client needs.

Project ManagementClient ServicingPlan AdministrationNon-discrimination Testing
Vestwell

Business Development Representative

πŸ“… Feb 10
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

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.

Outbound ProspectingSalesforceSalesloftCRM Management
Vestwell

Sales Development Representative (SDR)

πŸ“… Sep 19, 2024
VestwellπŸ‘₯ 501 - 1000 employees🏒 Financial Services

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.

Sales DevelopmentLead QualificationOutbound CallingSalesforce

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