Senior Associate, Implementations

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 350000 businesses and over 2M active savers with over $50B in assets saved across all 50 platform serves a diverse clientele including financial advisers employers third-party administrators financial institutions payroll providers government agencies and individual savers.

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Who Are We Looking For

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 Vestwells 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.

While were 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 dont 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 wed be delighted to connect with you!

What Will You Be Doing

• Primary internal client advocate representing plan sponsor and advisor contacts.
• Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform.
  
• 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.
  
• Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements.

Requirements

The Necessities

• 2-4 years of experience in project management and leading team initiatives end to end; youre flexible creative team-oriented results-driven and can effectively collaborate with both internal and external stakeholders.
• 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.
• Demonstrated aptitude for learning creating and iterating rapidly.
• Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data.

The Extras

• General knowledge of ERISA rules and requirements and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius ASC FIS).
• Qualified 401(k) Administrator (QKA) or higher ASPPA credential.
• PMP or similar project management certifications.

This role will be based in either the New York City Austin King of Prussia or Scottsdale office and will be part of Vestwells hybrid in-office operation.

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.

OUR BENEFITS

Were 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.

OUR PROCESS

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background interests and what youre 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.

For your awareness you will only receive correspondence from any other domain not ending not our Recruitment team.

VestwellsPrivacy Policy.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:Vestwells California Privacy Rights Policy.