Vestwell jobs - 64 jobs

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Director, Relationship Management will help lead a Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings. You will serve as the senior-most relationship manager and project manager on the ABLE team. What Will You Be Doing? Servicing individual ABLE state clients and overseeing core aspects of the team's project management, client interaction, service, and satisfaction. You will also provide primary support to the SVP of ABLE Programs on all matters of ABLE program administration. Day-to-Day, You May Be Expected To... State Client Engagement: * Relationship management and existing state client engagement * Serve as the primary day-to-day point of contact for state directors (and staff) of ABLE investment programs nationwide, servicing general program administration, giving updates, intaking project requests, resolving issues, and more * Participating in regular weekly / bi-weekly client meetings throughout launch/conversion/ongoing Plan administration * Preparing materials, presentations, project trackers, and other work documents for state clients * Presenting at board meetings or other public meetings (in-person and remotely) * Gathering data and answering program-specific questions for clients * Handling escalations of customer service issues with support from Vestwell service teams; reporting resolutions to clients * Working with other cross-functional Vestwell teams (including product, engineering, legal, marketing) to triage client requests to the appropriate people and ensure accurate, efficient resolution * Engaging with new/potential state client partners * Tracking and reporting on state activity and new program opportunities * Maintaining relationships with Treasurers' / State Government staff and continuing to serve as a subject matter expert Project Management / Team Management * Implementing project management systems and processes across the entire ABLE Relationship Management team * Oversee project management by other team members * Tracking client projects from intake to completion, in a timely manner * Clearly communicating project status and timelines to clients * Ensure client satisfaction with project tracking and completion Program Materials, Communications, and Documentation * Review (and, as needed, draft) public-facing Program documents, including Program forms, marketing collateral, emails, website copy, etc. * Ensure accuracy and all public-facing ABLE program materials * Work with the internal team and subservice organizations or partners on all aspects of ABLE program design and implementation Public Engagement/Industry Efforts: * Present at or attend conferences, public meetings, and public events to represent Vestwell and its ABLE programs * Serve on ABLE industry committees and working groups (e.g., within the ABLE Savings Plans Network, under the National Association of State Treasurers) * Assist with the development of materials/content for Vestwell leadership team * Develop relationships and engage with other partner organizations and stakeholders within the ABLE and disability advocate communities Requirements The Necessities * 5-8+ years of related experience - specifically in client service and project management * Strong command of your preferred project management tracking system; accomplished at tracking and executing on multiple projects at once * Exceptional attention to technical detail * Accomplished written communication and public speaking skills * Demonstrated leadership and management experience * Ability to travel as needed * Ability to start by March 2026 The Extras * Personal or professional experience working in disability advocacy or with people with disabilities * Outgoing personality and a love of socializing/working with institutional clients * Understanding of ABLE Accounts * Experience in financial services * Experience with state savings programs This role will be based in Vestwell's New York City, Austin, King of Prussia, or Phoenix office, and will be expected to report to the office in a hybrid schedule. The expected base salary range for this position is $150K - $160K 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. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We're seeking an experienced and detail-oriented Quality Assurance Specialist to elevate quality across Vestwell's Employer Service teams. This role owns the end-to-end quality assurance ecosystem-ensuring onshore and offshore teams meet Vestwell's high standards, reviewing service interactions (email, chat, and phone), and driving continuous improvement in client experience. The ideal candidate combines analytical rigor with coaching finesse: identifying performance gaps, partnering with managers to refine training and playbooks, and turning insights into action. You'll play a pivotal role in safeguarding service accuracy, professionalism, and consistency-upholding Vestwell's commitment to exceptional client care. You are also energized by developing others: you'll design and lead training that ramps new hires quickly, reinforce QA best practices for tenured team members, and serve as a go-to resource for upskilling across the Employer Service organization. What Will You Be Doing? Day-to-day you will be expected to: * Oversee and execute QA reviews across all employer service channels-email, chat, and phone-to ensure accuracy, compliance, and alignment with Vestwell's service standards. * Conduct regular audits of client interactions, delivering clear, actionable feedback that drives measurable performance improvement. * Own the training lifecycle for new and existing team members, including designing training content, building and maintaining training calendars, and coordinating with people leaders to align training with business priorities. * Lead live training sessions and workshops focused on soft skills, and product/process changes for new hires and tenured associates. * Facilitate shadow sessions and call/listen‑in calibrations so new hires and existing team members can observe best-in-class interactions and practice applying QA expectations in real time. * Host regular office hours for new hires and the broader team, as needed, providing a dedicated forum for questions, scenario walk‑throughs, and deep dives on QA findings and trends. * Assist with onboarding activities for new Employer Service team members, including systems and tools walk‑throughs and early‑tenure calibration to ensure consistency in quality and tone * Partner with service managers to evolve training materials, scorecards, and playbooks, ensuring QA insights translate into improved coaching and agent readiness. * Analyze performance data and trend reports to surface systemic issues, inform root-cause analyses, and guide continuous improvement initiatives. * Maintain and refine QA rubrics to ensure consistency, fairness, and scalability across onshore and offshore teams. * Monitor service queues and SLAs, assisting in triage or escalation management when quality or timeliness is at risk. * Collaborate cross-functionally to strengthen quality control processes, reduce friction across handoffs, and ensure a seamless, professional client experience. * Uphold Vestwell's commitment to excellence by embedding quality discipline into daily operations and reinforcing a culture of accountability and client focus. Requirements The Necessities: * Team mentality and the ability to multitask while attending to a high volume of incoming inquiries * Strong time management and organizational skills * Strong commitment to superior customer service * Positive and proactive attitude * Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, Zendesk, and Slack * Excellent attention to detail and accuracy * Demonstrated experience coaching, mentoring, or training team members (e.g., leading trainings, facilitating shadow sessions, or supporting onboarding) and comfort presenting to small groups and 1:1 The expected base salary range for this position is $70K - $80K 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. This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? At Vestwell, our people make all the difference. As we continue to scale, we are looking to add a Senior Associate to join our Billing team, within the Finance department. As a Senior Associate in the Billing Team, you will play a critical role in supporting end-to-end billing operations for advisors and external partners. You bring strong attention to detail and accountability to managing billing activities, ensuring accuracy across statements and payments while helping maintain the financial health of the business. You are comfortable working cross-functionally with internal teams and external partners, proactively resolving issues, and communicating clearly to keep processes moving. You take ownership of your work, contribute to close and reconciliation activities, and look for opportunities to improve and scale processes through better controls, automation, and system enhancements. What You Will Be Doing? Perform end-to-end billing tasks for external partners including reviewing contracts and fee documentation, setting up and maintaining partners' profiles in internal systems, managing statements generation, and processing payments. Prepare, review, and distribute statements, ensuring accuracy, completeness, and alignment with contractual terms. Investigate and resolve fee discrepancies, including corrections, adjustments, and address root causes to prevent recurring issues. Process payments, maintain records and resolve returned or failed payments. Serve as the primary point of contact for external partners' inquiries, coordinate internal response, and close the loop with clear communication. Participate in month-end, quarter-end, and year-end close processes, including reconciliations and audit support. Contribute to the implementation and enhancement of billing systems, processes, and controls to improve accuracy, efficiency, and scalability. Requirements The Necessities Bachelor's degree in Finance, Accounting, or a related field. 3-5 years of experience in billing, accounts receivable, or finance operations. Strong external relationship management. Proficiency in Excel Excellent communication skills, both written and verbal. Ability to work independently and as part of a team. Attention to detail and commitment to accuracy. This role will be based in either the New York City office, and will be part of Vestwell's hybrid in-office operation. The expected salary range for this position is $80-$90K for New York. This position is eligible to participate in the Company Bonus Pool and 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 We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com WHO ARE WE LOOKING FOR? We are seeking an energetic and reliable professional to join our team as a Team Mentor, Employer Services. The ideal candidate will be responsible for overseeing a team of individual contributors while also providing direct, high-quality service to clients. As a Team Mentor, you will mentor and manage a small subteam, ensuring that client needs are met promptly and effectively, while maintaining high standards of performance and compliance. You will serve as a subject matter expert for your team, supporting day-to-day operations and guiding team members in their professional development. Our mission-driven Employer Services team members are often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As a Team Mentor, Employer Services, 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 and can effectively coach others to do the same jump to the front of the line. Employer Services Team Lead exhibits strong critical thinking and problem-solving abilities, using curiosity to drive innovative, scalable solutions for complex client challenges. They demonstrate resilience under pressure, lead others through ambiguity, and model thoughtful decision-making that elevates both the client experience and team performance. WHAT WILL YOU BE DOING? Day-to-day you will be expected to: * Act as the primary point of contact for a group of 401(k) plan sponsor clients, ensuring excellent service delivery by responding to client inquiries regarding plan administration, contributions, and integrations in a timely and accurate manner. * Collaborate with cross-functional teams to troubleshoot and resolve complex client issues. * Manage and effectively resolve client escalations as they arise using strong critical thinking and sound judgement to ensure optimal outcomes for clients, leading to high retention. * 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. * Share data-driven insights with our product teams to improve our platform and planning roadmap. * Lead, mentor, and coach a small subteam of individual contributors, fostering a culture of teamwork, accountability, and professional growth. * Collaborate on team performance reviews, provide constructive feedback, and help team members set and achieve personal and professional goals. * Lead team training and development as needed, ensuring team members are up-to-date on industry trends, best practices, and product changes. * Identify opportunities for process improvements within the Employer Services function to enhance client satisfaction and operational efficiency. * Collaborate with cross-functional teams (e.g., Compliance, Operations, and Sales) to ensure a seamless client experience and resolve any issues that arise. * Monitor and report on team performance, including client satisfaction, service level adherence, and overall productivity. * Provide guidance and support in the completion of projects and tasks, ensuring high-quality service delivery and adherence to timelines. * Monitor and reallocate resources as necessary to ensure solid coverage of all client needs and Vestwell workstreams. * Host or moderate webinars, walking sponsors through the registration and the portal, and answering questions. REQUIREMENTS The Necessities: * Fintech, Financial Services, or Retirement industry experience * Team mentality and the ability to multitask while attending to a high volume of incoming inquiries * Develop and maintain a strong business partnership with Plan sponsor and vendors * Strong time management skills to ensure the timeliness of all proactive and reactive communications * Strong critical thinking, research, and problem solving skills * Previous people management or leadership experience * Strong commitment to superior customer service * Positive and proactive attitude * Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office * Excellent attention to detail and accuracy, proficient with numbers and basic calculations The Extras: * Fintech or Retirement industry experience * Series 6, 7, 63, 65, 66 * QKA, QKC * Six sigma * Previous experience from Payroll, Employee Benefits, and People Management The expected base salary range for this position is $70K - $80K 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. This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Platform Engagement Associate will play a crucial role in ensuring both newly onboarded and existing clients fully realize the value of the Vestwell platform. The role focuses on reviewing client adoption and engagement metrics to identify and remediate gaps in platform utilization-particularly opportunities to increase employee participation in workplace retirement savings plans-and then work with individual clients as well as roll out programmatic strategies to increase utilization. This position requires a proactive, data-driven problem solver who understands client engagement, operational strategy, and platform adoption tactics. You should be adept at identifying challenges and creating tailored solutions to achieve agreed-upon KPIs. You need to be willing and able to analyze data as well as engage directly with our clients. A person who would thrive in this role is a structured problem solver who can quickly get to the heart of an issue, is facile with a spreadsheet, and is scrappy, self-starter, determined, logical, and analytical. You must have the interpersonal skills, tenacity, and common sense to be an agent of change, both internally and with our clients. In this role, you will be given agency to devise a strategy and approach for achieving your goals, requiring you to exercise good judgment and independently drive results. What Will You Be Doing? Client Engagement Analysis: Monitor and analyze client adoption of the Vestwell platform, with a focus on employee participation and contribution rates. Opportunity Identification: Identify clients with suboptimal platform engagement and assess the underlying causes, such as plan configuration issues, employer support gaps, or employee awareness challenges. Remediation Strategies: Develop and execute action plans to address low adoption rates, owning communication campaigns end-to-end, platform features, or operational adjustments. Data-Driven Insights: Track, analyze, and report key utilization metrics, creating dashboards and presentations for internal stakeholders and leadership. Client Advisory: Consult with clients on best practices for driving employee participation and optimizing plan configurations. Providing resources, toolkits, and offering enrollment meeting. Creating playbooks from learned practices to allow for scalability across our platform. Continuous Improvement: Recommend and program manage scalable improvements to processes, technology, and engagement strategies based on client feedback and data insights. Client Profitability Remediation: Work through the sponsor revenue and expense model to validate loss leaders. Identify and present remediation steps to improve profitability including payroll or operational changes, fee increases or termination of the relationship. Cross-Functional Collaboration: Demonstrated ability and flexibility to seamlessly transition between projects and workflows, contributing to various teams as needed to meet evolving business needs and priorities. Requirements 2-4 years of experience in client engagement, business operations, product adoption, or strategic consulting. Strong understanding of retirement savings platforms, SaaS solutions, or financial services technology. Proven track record of analyzing client behavior and driving data-informed improvements. Experience in managing cross-functional initiatives to improve client outcomes. Exceptional communication and presentation skills, including the ability to synthesize data into actionable insights. Strong problem-solving skills with a structured approach to identifying and addressing challenges. Highly organized with the ability to manage multiple work streams simultaneously. Self-starter mentality, you are someone who will dive into whatever challenge is placed in front of you and find creative ways to solve problems. Preferred Experience in a high-growth SaaS enterprise or fintech startup. Familiarity with retirement plan administration and workplace benefits. Comfort with data analysis tools and CRM systems. This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. The expected base salary range for this position is $70K - $80K 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. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we're excited about adding a Senior Specialist, Plan Documents who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated senior specialist to assist our Operations team to manage plan document drafting, amendments, restatements and other related projects. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some or all of your prior experience supporting plan design and plan document services for qualified/non-qualified plans. What Will You Be Doing? A key component of Vestwell's mission to empower retirement savings includes bundled plan services and oversight. As a Senior Specialist on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to handle plan design reviews, drafting plan documents and amendments, and consulting with Plan Sponsors. Day-To-Day, You Will Also Be Expected To: Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support Project management - create processes for novel and recurring large-scale document projects; and assure successful, timely completion of each Provide Product support - contribute to discussions with various Product Teams to continually improve and iterate on our technology and to iterate automation for plan document creation and management Provide consultative client support - collaborate with Plan Sponsors to optimize plan design via discretionary amendment requests, addressing queries, and ensuring a clear understanding of chosen plan specifications Requirements The Necessities At least 5 years of experience in Qualified/Non-Qualified Plan design and document drafting Subject Matter Expertise - Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations Keen attention to detail and deadlines Considerable background in client servicing and strong communication skills Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines Positive, collaborative, and proactive attitude Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives The Extras Knowledge of one or more plan document and its related draft system (e.g. FT William, Datair, ASC, Sungard Relius) Knowledge of Application Programming Interface (API) functionality Experience with SalesForce or similar Customer Relationship Management (CRM) software Qualified 401(k) Administrator (QKA) or higher credential from ASPPA, or equivalent career experience This role will be based in either the New York City, Austin, King of Prussia office, and will be part of Vestwell's hybrid in-office operation. For a stellar candidate, we're open to hiring this role fully remote. The expected base salary range for this position is $65K - $75K 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. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Vestwell Technology organization seeks an exceptional CISO to define and lead our enterprise-wide security strategy. The ideal candidate is a visionary and pragmatic security leader who can translate complex risk into business outcomes, influence across the company and Board, and scale programs that protect our customers, partners, and platform. They bring proven experience building and maturing security programs aligned to leading frameworks, navigating financial services regulatory requirements, and fostering a security-first culture across product, engineering, operations, and all corporate functions. They are as comfortable in the SOC as they are in the boardroom, with equal fluency in technology, governance, and business risk. What Will You Be Doing? Own the enterprise information security vision, multi-year strategy, roadmap, and governance model that align to Vestwell's business goals and growth. Build, lead, and develop a high-performing security organization; attract and mentor top talent and scale operating models and processes to meet Vestwell's future needs. Evaluate current security technologies and capabilities (e.g., endpoint protection, monitoring/telemetry, DLP, IAM/zero trust, secret management, vulnerability and patch management) and recommend any changes or additions needed to elevate Vestwell's security posture. Build and mature a comprehensive security program grounded in recognized frameworks (e.g., NIST, ISO 27001, CIS Controls), including policy architecture, control implementation, and continuous improvement and audit readiness. Establish and operationalize key cybersecurity metrics and KRIs/KPIs; provide concise, decision-oriented reporting to executive leadership and key stakeholders. Champion a security-first culture via company-wide awareness, training, and targeted education (e.g., phishing exercises), and ensure policies are well-understood and adopted. Drive secure-by-design practices across product and engineering (e.g., SDLC, threat modeling, code scanning, penetration testing, cloud/infrastructure hardening) and partner closely with IT, Legal, Compliance, and Operations to safeguard PII and sensitive data. Lead security incident management, including strategy, readiness, tabletop exercises, detection/response, crisis communications, lessons-learned, and executive/Board reporting; ensure tight alignment with business continuity and disaster recovery. Serve as the technical owner for cyber risk: define risk appetite/tolerances in partnership with executive leadership, establish risk assessment and reporting cadences, and present security posture, investments, and material risks to the CTO and the executive leadership Requirements The Necessities 10+ years of progressive experience in cybersecurity with 5+ years leading enterprise security programs or functions; proven leadership in high-growth or highly regulated environments. Demonstrated success designing and operating security programs aligned to leading frameworks and sustaining regulatory compliance and audit readiness. Expert ability to identify, prioritize, and communicate risk; proven track record translating complex technical concepts into actionable insights and decisions for executive, Board, and technical audiences. Strong cross-functional leadership and collaboration skills; experienced at influencing product, engineering, IT, legal, compliance, and operations stakeholders. Advanced knowledge across core security domains: endpoint protection, monitoring/telemetry, DLP, IAM/zero trust, vulnerability/patch management, incident response, cloud and infrastructure security, authentication/authorization, and sensitive data protection. Experience leading incident response, resiliency programs, and crisis management, including executive and Board-level reporting. The Extras Advanced certifications such as CISSP, CISM, CISA, CCSP, or comparable. Familiarity with secure SDLC practices, threat modeling, and penetration testing at scale. Experience leading or supporting SOC examinations and financial services regulatory compliance. Commitment to continuous learning; up to date on evolving threats, trends, and innovations. Leadership Competencies Strategic thinking with the ability to set vision and drive measurable outcomes. Executive communication and Board reporting; crisp, decision-oriented storytelling. Talent builder who develops high-performing teams and scalable operating models. Bias for partnership and execution; balances risk reduction with business velocity. The expected base salary range for this position is $200K-250K. 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 We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? 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. What Will You Be Doing? 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. Day-to-day you will also be expected to: Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives 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. Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities. Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible Collaborate with the team to ensure implementation and ongoing partnership strategies are optimized to enable Vestwell to achieve its Enterprise goals Support the timely and successful delivery of our solutions according to our partners' needs and objectives Drive program management efforts with enterprise and strategic partners, ensuring optimal support structure is in place, identifying new revenue opportunities via partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc) Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams to drive the team's projects and initiatives Drive business requirements, scope, and resource alignment for partner specific initiatives, including project plan, workstreams, and timelines Own successful delivery of partner specific initiatives, ensuring objectives are met, risks mitigated, and expected outcomes are achieved Requirements The Necessities 7+ years experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company Self starter requiring minimal direction, with a "get it done" mindset Strong critical thinker, able to prioritize and problem solve effectively Excellent project management and organizational skills Excellent written and verbal communication skills An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease Strategic and outside of the box thinker Proven success working with senior management, both internally and externally Strong 401(k) industry experience The Extras Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents Ability to identify and implement solutions for process improvement Ability to work independently and manage workload to achieve desired goals This role will be based in Vestwell's New York, Austin, King of Prussia, or Phoenix office, and will be expected to report to the office in a hybrid schedule. The expected base salary range for this position is a minimum of $120K - $135K, 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 We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com 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. 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. Role Scope 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. What Will You Be Doing? 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. 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. 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. 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. 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 . 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. The Necessities 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. 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. 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. Ability to manage time effectively, balance competing priorities, and meet deadlines with minimal supervision while independently determining sequencing and urgency of work. Strong verbal and written communication skills to clearly document findings, explain recommendations, and escalate issues appropriately based on assessed risk, complexity, and business impact. 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. Bachelor's degree or equivalent combination of formal education and work experience. 1 year of relevant experience in Financial Services, Operations, or SaaS industries. The Extras Payroll system experience Proficiency with productivity tools, especially JIRA Retirement industry experience including exposure to ERISA-governed processes or regulated operational environments This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. 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. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we're excited about adding a Service Communications & Enablement Specialist to our Service & Operations organization, supporting all post‑sales operational and service teams. We're looking for someone who can take complex product and operational information and make it clear, concise, and actionable for both external audiences and internal service teams. This role is accountable for the accuracy, clarity, and operational correctness of all service-led communications once a plan exits the sales cycle, ensuring that messaging reflects how the platform and service model actually operate in practice. You're equally comfortable writing for plan sponsors, advisors, savers, and payroll partners as you are creating internal FAQs, talk tracks, and enablement materials for front-line teams. You're a strong cross-functional collaborator who works closely with Product, Legal/Compliance, Marketing, and Operations to own the translation of operational reality-including product behavior, service constraints, and exception handling-into clear internal and external communications. You have a sharp eye for detail, a bias for clarity over jargon, and a commitment to delivering accurate, usable information that supports a strong service experience. What Will You Be Doing? Day-to-day you will be expected to: Serve as a central content owner for Service & Operations, responsible for drafting clear, audience‑appropriate communications once plans are out of the sales cycle and into onboarding, implementation, and ongoing service. Translate complex product, operational, and regulatory updates into digestible communications for different external personas (e.g., plan sponsors, advisors, savers), ensuring tone and detail level are appropriate for each group. Partner closely with Employer Service, Saver Service, Payroll Operations/Implementations, Investment Operations, and other operational teams to identify content gaps and proactively develop materials that reduce confusion, repeat questions, and escalations. Work with subject matter experts and stakeholders (e.g., Product, Legal/Compliance, Marketing, Relationship Management) to gather inputs and turn them into polished communications, managing feedback loops and approvals end‑to‑end. Draft and maintain FAQs, talking points, and call/email/chat talk tracks for front‑line service teams to ensure consistent, accurate messaging across channels. Create and update internal reference materials (knowledge base articles, one‑pagers, decision trees, process overviews) to support operational readiness for new launches, changes, and initiatives. Develop communication templates and playbooks that can be reused by service teams (e.g., standard responses, outreach templates, campaign language), balancing consistency with flexibility. Manage content calendars and timelines for upcoming releases, product changes, and seasonal initiatives, ensuring impacted service teams and clients are informed at the right time. Own and execute distribution operations for outbound communications, including pulling and validating send lists, managing whitelabel and branding requirements across partners, configuring and scheduling sends in HubSpot, and ensuring data integrity across systems. Ensure all client-facing content aligns with Vestwell's brand, tone, and compliance standards, in partnership with Marketing and Legal/Compliance, while prioritizing operational accuracy and service readiness.. Partner with operations leadership to measure the impact of content (e.g., reduction in ticket volume on a topic, improved first‑contact resolution, fewer escalations) and iterate based on feedback and performance. Maintain an organized, easily searchable content library so service teams can quickly find the most current versions of communications, FAQs, and talk tracks. Uphold Vestwell's commitment to excellent client experience by making information accessible, accurate, and easy to understand for every audience we support. Requirements The Necessities: 2-3 years of experience in retirement, fintech, or financial services 3-5 years of experience in a content, communications, enablement, or knowledge management role, ideally supporting service, operations, or customer success teams Demonstrated ability to translate complex concepts into clear, plain‑language content tailored to different audiences Strong written and verbal communication skills, with meticulous attention to detail, grammar, and tone Experience partnering with cross‑functional stakeholders and driving content through structured review and approval processes (including legal/compliance where required) Proven ability to manage multiple projects, deadlines, and stakeholders simultaneously in a fast‑paced environment Comfort working with productivity and collaboration tools, including Google Docs/Sheets/Slides, Slack, and Zendesk or similar ticketing/knowledge base platforms Strong organizational skills with a demonstrated ability to maintain and govern content libraries, version control, and documentation standards Positive and proactive attitude, with a team mentality and a strong commitment to superior internal and external customer service Experience with HubSpot The expected base salary range for this position is $70K - $80K 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. This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The design team is seeking a mid-level Product Designer who will be comfortable with the many facets of the design process, including root cause investigation, research synthesis, brainstorming, wireframing, prototyping, usability testing, and the fundamentals of product design. What Will You Be Doing? You will work with senior members of the team while helping balance the needs of the business with the needs of our users. You're a great fit for our team if you can thrive in detail-oriented tasks as well as supporting the team in defining future product direction. Most of all, you must be passionate about what you create and about the impact it can have. That matters to us a lot! Requirements Degree in Design, related field, or equivalent experience. 3-5 years of professional experience as a Product or User Experience Designer for complex digital products and systems across mobile and web platforms An obsession with Figma A portfolio that showcases deep problem‑solving, strong design principles, and excellent visual/UI design with consistent excellence in craft and quality. Deep understanding of the design thinking process, from discovery and problem framing through delivery and iteration. Demonstrated ability to simplify complex workflows into clear, intuitive user journeys Systems-thinking mindset, able to identify and communicate potential downstream UX, operational, and technical implications of design decisions with support and constructive feedback from senior designers and cross-functional collaborators. Familiarity with building, maintaining, publishing, and documenting component libraries and design systems Familiarity designing and maintaining content patterns and microcopy within a design system (labels, tooltips, error states, helper text) to ensure clarity and consistency. Experience with cross-functional collaboration with Product Managers and Engineers. High-fidelity wireframing, prototyping, and usability testing experience Familiarity with or strong ambition to learn how to work across multiple products and codebases, maintaining coherence with shared patterns and a unified design system. Familiarity with research best practices such as user interviews, surveys, and product analytics (e.g., event tracking), and using insights to inform and validate design decisions. Comfort using AI tools in the design process and applying judgment about when and how to rely on them. Excellent communication skills (both written and verbal) Experience presenting your work to project stakeholders Extras Experience in a fast-paced environment Experience in financial services or fintech is a plus but not required Low-ego, highly collaborative teammate who values shared success Familiarity with HTML and CSS Basic familiarity with Confluence, Jira, and Github Familiarity with Agile methodologies ADA / WCAG compliance experience Based in NYC and able to participate in our hybrid in‑office culture The expected base salary range for this position is $105K - $125K 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. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com WHO ARE WE LOOKING FOR? 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. 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 & Strategy, and will partner cross-functionally across Vestwell teams. 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. WHAT YOU WILL BE DOING? 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. Day to day you will also be expected to: Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate. Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory. Develop repeat regional relationships with new financial advisor prospects. Maintain a robust retirement plan sales pipeline in your region. Convert plan opportunities into closed won opportunities through a repeatable, scalable process. Practice a proven and successful sales methodology (MEDDPICC). Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM. Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc. Support the regional RVP on any prospecting needs. YOUR BACKGROUND AND EXPERIENCE WILL INCLUDE: The Necessities: 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry Ability to carry a plan sale over the entire sales cycle from prospecting to conversion Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.) Strong attention to detail and a passion for creating a top-notch selling environment and process. A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline. Self-starter who can operate well in a collaborative team environment. Good knowledge of Salesforce, comfort level with other Sales technology Excellent written and verbal communication skills are a must. Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily! The Extras: Startup and/or financial services experience Understanding of the defined contribution space a plus! This role will be based in our Austin, TX office, and will be part of Vestwell's hybrid in-office operation. The expected OTE for this position is approximately $80K ($65K base + up to $15K variable), and uncapped commission. 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 We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We're looking for a Payroll Operations Team Mentor to support the day-to-day execution and health of our Payroll Operations function. This role reports directly to the Payroll Operations Manager and serves as a hands-on operational partner, helping execute priorities, support the team, and surface issues early. While we're not looking for deep expertise, prior experience in client servicing, payroll administration would be helpful. If you don'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. As an ideal candidate, you are tech-savvy and can probably do almost anything in Excel. More importantly, you're thrilled by the challenge of understanding a new problem and figuring out ways to improve processes and workflows. You enjoy supporting automation between platforms to reduce manual work and increase productivity. What Will You Be Doing? Day-to-day you will be expected to: Act as a day-to-day point of support for the Payroll Operations team, helping prioritize work, answer questions, remove blockers and ensuring contributions are processed successfully Maintain strong awareness of ticket queues, SLAs, and workload distribution to ensure timely and accurate execution. Support the team during peak processing periods by helping coordinate coverage, triage issues, and flag risks early. Partner closely with the Payroll Operations Manager to surface trends, concerns, and opportunities for improvement. Serve as a first-level escalation point for complex operational issues before involving management or cross-functional partners. Partner with Product, Engineering, Implementations, and external payroll providers to troubleshoot and resolve issues. Assist with preparing issues for formal escalation by gathering context, documenting findings, and recommending next steps. Requirements The Necessities: 3+ years of experience working in a project management/implementation/operational role Excellent project management skills Ability to manage multiple work streams and competing priorities Ability to work independently and with a team Effective communication with many different stakeholders A tight operator who can see the big picture Excellent communication skills and follow-through; it requires little lift for you to stay on top of issues Commitment to quality as a top priority - you pay attention to the details and strive to tie out any discrepancies, regardless of how small Experience with project management software (e.g. Jira/Confluence, Asana, Zendesk, etc.) The Extras: Payroll system experience Retirement industry experience This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. The expected base salary range for this position is $70K - $80K 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. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we're excited about adding an Senior Enterprise Account Management to our Employer Platform Services team who is passionate about our mission to change the retirement FinTech space. Ideally, you have spent 5-8 years working with advisors, sponsors, record keepers and/or TPAs managing day-to-day service requests, and have experience managing a team. A key component of Vestwell's mission to empower retirement savings is to make the process of setting up and running a plan easy and painless. As an Senior Enterprise Account Management, you will play a key role in building a team who supports the sponsors, enterprise partners, and advisors in administering a plan effectively. Your goal will be to coach your team to ensure they are providing exceptional service for our clients across our platform, identify and create resources for your team as needed, and work with our product teams to find efficiencies to service our clients for scalability. You will also play a key role in the strategic development and implementation of the service structure for new Vestwell work streams and product lines, while driving retention and engagement. The Employer Services Enterprise Senior Account Management is excited about the challenge that a new opportunity can bring and looks for ways to “wow” clients and partners through excellent service delivery. The Senior Enterprise Account Management sets a high standard for quality with their team and fosters a culture of accountability, growth, and continuous improvement. An ideal candidate possesses strong critical thinking and problem solving skills and looks for ways to encourage curiosity, learning, and development to encourage career development within their team. What Will You Be Doing? Day-to-day you will be expected to: Managing a team of coordinators, associates, leads, and account managers with a focus on establishing best practices that enable the team to effectively perform their day-to-day responsibilities and deliver on SLAs Work with the implementation and onboarding teams on workflows that provide for a smooth transition of plans after a first successful payroll Be responsible for the satisfaction of high-tiered relationships of enterprise partners, advisors, and sponsors Responsible for running point on client escalations and working with needed parties to de-escalate issues Serve as a subject matter expert on the client's plans and administrative procedures Ensure the team receives continuous training and development Review, maintain, and improve administrative procedures, defining best practices Identify, analyze, and assist in executing process improvements Provide assistance to marketing and sales with the RFP process when requested Manage client expectations to avoid any disconnects with process and timing standards Manage day-to-day volume associated with incoming tickets and calls by reallocating resources as necessary to ensure all workstreams have sufficient support Ensure collaboration with all internal parties while communicating to the clients Attend scheduled client conference calls, when required, to provide plan status and health checks Develop performance standards for team members and perform reviews as required; support standards through daily direction, coaching, and counseling Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters Research complex and sensitive service inquiries while seeing them through to resolution Work collaboratively with the Product team on specific workflows and tooling enhancements that will improve operational and service efficiency Evaluate and make recommendations on improvements to the streamline workflow that will enable scalability through improved operational efficiencies. This goal is continuous and assumes the team is sharing ongoing recommendations on a regular basis. Create an environment of empowerment among the team members that puts them in a position to further advance the servicing of our current clients Develop and maintain training resources for the team Reporting on metrics, performance, and team capacity planning to support department initiatives to leadership team Responsible for taking ownership of understanding the company's strategic partnerships and differentiating workstreams Backlog and blocked item grooming for team; escalating cross-collaboratively with product for resolution Participates and oversees change management of Vestwell current/upcoming products, processes, relationships, and integrations while assessing how they impact the service structure and client experience and advocating to the appropriate stakeholders Drives key KPIs, engagement of clients, retention, and participation in retirement accounts. Develops servicing structure for workstreams to ensure that client needs are met while maximizing available onshore and offshore resources, and develops a continuity plan to ensure the client experience is never impacted Drive integration of process improvement initiative into product roadmaps through constant collaboration, building business cases, and relationship building with prod squads and leadership Requirements The Necessities: 3-5 years defined contribution experience including Client Service, Plan Administration, Compliance, Plan Design, and/or Conversion experience for 401(k) and/or 403(b) plans. Develop and maintain strong business partnership with financial advisors, Plan Sponsor, and vendors Bachelor's degree or equivalent work experience Strong commitment to superior customer service Positive and proactive attitude Proficiency is required with Excel/Google Sheets, Word/Google docs, Adobe Acrobat, and browsing network directories as we are a paperless office Excellent attention to detail and accuracy, proficient with numbers and basic calculations The Extras: Knowledge of one or more record keeping systems Series 7, 65, 66 license Qualified 401(k) Administrator (QKA) credential The expected base salary range for this position is $100K - $110K 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. This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Director, Relationship Management will help lead a Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings. You will serve as the senior-most relationship manager and project manager on the ABLE team. What Will You Be Doing? Servicing individual ABLE state clients and overseeing core aspects of the team's project management, client interaction, service, and satisfaction. You will also provide primary support to the SVP of ABLE Programs on all matters of ABLE program administration. Day-to-Day, You May Be Expected To... State Client Engagement: Relationship management and existing state client engagement Serve as the primary day-to-day point of contact for state directors (and staff) of ABLE investment programs nationwide, servicing general program administration, giving updates, intaking project requests, resolving issues, and more Participating in regular weekly / bi-weekly client meetings throughout launch/conversion/ongoing Plan administration Preparing materials, presentations, project trackers, and other work documents for state clients Presenting at board meetings or other public meetings (in-person and remotely) Gathering data and answering program-specific questions for clients Handling escalations of customer service issues with support from Vestwell service teams; reporting resolutions to clients Working with other cross-functional Vestwell teams (including product, engineering, legal, marketing) to triage client requests to the appropriate people and ensure accurate, efficient resolution Engaging with new/potential state client partners Tracking and reporting on state activity and new program opportunities Maintaining relationships with Treasurers' / State Government staff and continuing to serve as a subject matter expert Project Management / Team Management Implementing project management systems and processes across the entire ABLE Relationship Management team Oversee project management by other team members Tracking client projects from intake to completion, in a timely manner Clearly communicating project status and timelines to clients Ensure client satisfaction with project tracking and completion Program Materials, Communications, and Documentation Review (and, as needed, draft) public-facing Program documents, including Program forms, marketing collateral, emails, website copy, etc. Ensure accuracy and all public-facing ABLE program materials Work with the internal team and subservice organizations or partners on all aspects of ABLE program design and implementation Public Engagement/Industry Efforts: Present at or attend conferences, public meetings, and public events to represent Vestwell and its ABLE programs Serve on ABLE industry committees and working groups (e.g., within the ABLE Savings Plans Network, under the National Association of State Treasurers) Assist with the development of materials/content for Vestwell leadership team Develop relationships and engage with other partner organizations and stakeholders within the ABLE and disability advocate communities Requirements The Necessities 5-8+ years of related experience - specifically in client service and project management Strong command of your preferred project management tracking system; accomplished at tracking and executing on multiple projects at once Exceptional attention to technical detail Accomplished written communication and public speaking skills Demonstrated leadership and management experience Ability to travel as needed Ability to start by March 2026 The Extras Personal or professional experience working in disability advocacy or with people with disabilities Outgoing personality and a love of socializing/working with institutional clients Understanding of ABLE Accounts Experience in financial services Experience with state savings programs This role will be based in Vestwell's New York City, Austin, King of Prussia, or Phoenix office, and will be expected to report to the office in a hybrid schedule. The expected base salary range for this position is $150K - $160K 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. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We are growing and looking for an experienced Implementations Managers to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell'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. While we'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'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! What Will You Be Doing? Day-to-day you will be expected to: 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 4-7 years of experience in project management and leading team initiatives end to end; you're 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 Vestwell's New York, Austin, King of Prussia, or Phoenix office, and will be expected to report to the office in a hybrid schedule. The expected base salary range for this position is a minimum of $80K - $90K, 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 We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com WHO ARE WE LOOKING FOR? We are seeking an energetic and reliable professional to join our team as a Team Mentor, Employer Services. The ideal candidate will be responsible for overseeing a team of individual contributors while also providing direct, high-quality service to clients. As a Team Mentor, you will mentor and manage a small subteam, ensuring that client needs are met promptly and effectively, while maintaining high standards of performance and compliance. You will serve as a subject matter expert for your team, supporting day-to-day operations and guiding team members in their professional development. Our mission-driven Employer Services team members are often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As a Team Mentor, Employer Services, 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 and can effectively coach others to do the same jump to the front of the line. Employer Services Team Lead exhibits strong critical thinking and problem-solving abilities, using curiosity to drive innovative, scalable solutions for complex client challenges. They demonstrate resilience under pressure, lead others through ambiguity, and model thoughtful decision-making that elevates both the client experience and team performance. WHAT WILL YOU BE DOING? Day-to-day you will be expected to: Act as the primary point of contact for a group of 401(k) plan sponsor clients, ensuring excellent service delivery by responding to client inquiries regarding plan administration, contributions, and integrations in a timely and accurate manner. Collaborate with cross-functional teams to troubleshoot and resolve complex client issues. Manage and effectively resolve client escalations as they arise using strong critical thinking and sound judgement to ensure optimal outcomes for clients, leading to high retention. 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. Share data-driven insights with our product teams to improve our platform and planning roadmap. Lead, mentor, and coach a small subteam of individual contributors, fostering a culture of teamwork, accountability, and professional growth. Collaborate on team performance reviews, provide constructive feedback, and help team members set and achieve personal and professional goals. Lead team training and development as needed, ensuring team members are up-to-date on industry trends, best practices, and product changes. Identify opportunities for process improvements within the Employer Services function to enhance client satisfaction and operational efficiency. Collaborate with cross-functional teams (e.g., Compliance, Operations, and Sales) to ensure a seamless client experience and resolve any issues that arise. Monitor and report on team performance, including client satisfaction, service level adherence, and overall productivity. Provide guidance and support in the completion of projects and tasks, ensuring high-quality service delivery and adherence to timelines. Monitor and reallocate resources as necessary to ensure solid coverage of all client needs and Vestwell workstreams. Host or moderate webinars, walking sponsors through the registration and the portal, and answering questions. REQUIREMENTS The Necessities: Fintech, Financial Services, or Retirement industry experience Team mentality and the ability to multitask while attending to a high volume of incoming inquiries Develop and maintain a strong business partnership with Plan sponsor and vendors Strong time management skills to ensure the timeliness of all proactive and reactive communications Strong critical thinking, research, and problem solving skills Previous people management or leadership experience Strong commitment to superior customer service Positive and proactive attitude Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office Excellent attention to detail and accuracy, proficient with numbers and basic calculations The Extras: Fintech or Retirement industry experience Series 6, 7, 63, 65, 66 QKA, QKC Six sigma Previous experience from Payroll, Employee Benefits, and People Management The expected base salary range for this position is $70K - $80K 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. This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We are looking for a Revenue Operations Associate to help us expand the RevOps function at Vestwell! Reporting to the Revenue Operations Sr. Manager, you will play a fundamental role in achieving our ambitious objectives by supporting the revenue team. As an ideal candidate, you have experience in a high-growth environment. More importantly, you're thrilled by the challenge of building and perfecting the operational tempo of a high-performing partnership for your team, the larger sales team, and the Vestwell organization as a whole. 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. What Will You Be Doing? As a Senior Associate, Revenue Operations (RevOps), you will serve as a strategic, individual contributor responsible for optimizing systems, processes, and analytics that support Vestwell's Go-To-Market (GTM) teams. This role requires independent judgment, cross-functional collaboration, and the ability to translate complex data into actionable insights that drive efficiency, scalability, and business outcomes. Your responsibilities will include, but are not limited to: Reporting & Analytics: Generate on-demand reports, dashboards, and analytics to provide actionable insights for Sales, Marketing, and Product teams. Process & Systems Optimization: Identify bottlenecks, streamline workflows, and implement automation or improvements to enhance GTM operational efficiency. RevOps Administration: Ensure data integrity, manage list loads, territory structures, and assignment logic across GTM systems. Cross-Functional Collaboration: Partner closely with Sales, Marketing, Product, and other stakeholders to align RevOps initiatives with business goals. System Maintenance & Enhancement: Maintain and optimize Salesforce and other GTM tools, ensuring data accuracy, operational efficiency, and effective integration across platforms. Territory & Automation Tools: Manage and optimize territory tools (e.g., Salesforce Maps, Discovery Data Maps) and other automation solutions to support GTM effectiveness. Continuous Improvement: Continuously improve lead flow, field mappings, integration workflows, and operational processes across GTM systems. Independent Judgment & Strategic Influence: Exercise discretion in evaluating processes, recommending solutions, and implementing changes that impact GTM performance and overall business outcomes. High-Growth Mindset: Thrive in a fast-paced, startup environment, managing multiple priorities while bringing fresh perspectives, entrepreneurial spirit, and a results-oriented approach. Requirements The Necessities 2-4 years of experience in Revenue Operations, Sales Operations or a related analytical or technical role Strong proficiency in Salesforce (admin-level knowledge preferred), Excel/Google Sheets (e.g. using pivot tables and VLOOKUPs) Ability to analyze complex datasets and present insights in a clear, actionable manner Passionate about identifying inefficiencies and implementing scalable solutions Excellent interpersonal, verbal and written communication skills with the ability to work cross-functionally Comfortable working in a fast-paced, start-up environment Exceptional analytical and detail-oriented aptitude; a high degree of accuracy is required Ability to manage time effectively, set priorities, and meet deadlines Familiarity with sales automation or GTM tools (Salesforce Territories, Maps, Salesloft, Outreach, Hubspot, LeanData, ZoomInfo, RingLead, or similar) Knowledge of Top-of-funnel and best practices, ability to build and maintain workflows The Extras Experience in B2B SaaS or FinTech companies is preferred Salesforce or Revenue Operations related certifications is a strong plus Experience using BI tools (Tableau, Looker, or similar) Experience using ticketing systems like Jira or similar, working in a sprint/deployment system or similar environment Thrives in a dynamic startup environment with a proactive attitude This role will be based in either our New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote. The expected base salary range for this position is $70K - $85K 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. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? 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: Engaging new clients through high volume calls and call cadences Driving qualification, urgency and intent Creating effective sales meetings for sales closers that optimize prospect conversion 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. What Will You Be Doing? Represent the company's products and services & deliver Vestwell's value proposition to new prospects, including both financial advisors and business owners. Qualify prospects, build intent & generate new meetings for sales through outbound calling. Manage and maintain a pipeline of interested prospects and engage sales leaders in next steps. 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. Ability to utilize Salesforce & Salesloft to manage lead lists Understanding the Vestwell partnerships Understanding the products and services Vestwell offers Master talk tracks and ability to qualify prospects Identify the needs of prospects, and suggest appropriate products or services Set up meetings for prospects with field sales representatives Report to sales manager with weekly, monthly, and quarterly results Requirements The Necessities 1 or more years of experience in sales, with a track record of exceeding lead targets Strong communication skills via phone and email Proven, creative problem-solving approach and strong analytical skills Displays self-motivation for sales coaching and development Strong desire and ability to move up within a sales organization The Extras Bachelor's degree (or equivalent) or at least five years of relevant work experience Experience as a sales development representative, with a track record of achieving & exceeding sales quotas Proficiency with Salesforce, Salesloft, or other CRM software Financial services &/or small business sales experience This role will be based in Vestwell's New York City HQ, and will be expected to report to the office in a hybrid schedule. 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. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from *********************** any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy 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: Vestwell's California Privacy Rights Policy.