Vestwell jobs in New York, NY - 21 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? Vestwell is expanding and we're excited about growing our Operations team with entry-level Payroll Implementation 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 the key to payroll implementations automation & ensuring the initial experience with contribution processing is flawless while exercising independent judgment in configuring, testing, and resolving complex, client-specific payroll integration scenarios that materially affect data accuracy and client onboarding success. 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 implementation approaches and determining appropriate resolution paths within established operational, technical, and regulatory frameworks. Role Scope This role regularly exercises independent judgment on matters of significance related to payroll implementations, integration accuracy, client onboarding outcomes, and data integrity. While operating within established technical, operational, and regulatory frameworks, the Payroll Implementation Associate independently analyzes client-specific payroll configurations, evaluates multiple implementation approaches, identifies and resolves complex integration issues, and determines appropriate remediation and escalation paths based on risk, urgency, and business impact. The role requires discretion in how implementation standards are applied to varied payroll systems, how work is prioritized and sequenced, and how issues are communicated and driven to resolution with internal teams, external payroll partners, and clients. 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 function of the role and directly supports Vestwell's client experience, operational continuity, and compliance outcomes. What Will You Be Doing? A key component of Vestwell's mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration. As a Payroll Implementation Associate, you will support Vestwell clients, through coordination with their payroll systems, to ensure their payroll implementation is frictionless requiring discretion in how implementation standards are applied to varied payroll systems, client configurations, and fact-specific onboarding scenarios. This will include direct client engagement, configuring integrations for a high volume of clients simultaneously, and liaising with internal teams to test and ensure the integration is functioning as intended including assessing readiness, identifying risk, and determining when issues require escalation or alternative solutions. Day-to-day you will be expected to: * You're flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders while exercising independent judgment on implementation priorities, sequencing, and issue resolution. * Analyze existing integration implementation tasks across both payroll systems and Vestwell products to be the subject matter expert for payroll integration requiring independent analysis of system behavior, client configurations, and potential downstream impact. * Collaborate with teams across the Vestwell organization to provide feedback on platform enhancements and procedural efficiencies informed by firsthand investigative work and recurring implementation challenges. * Develop both internal & client-facing knowledge bases; look for ways to continuously improve existing processes by identifying gaps, evaluating alternative approaches, and recommending improvements through appropriate channels. * Maximize team efficiency through timely completion of tasks and projects, in addition to rapidly identifying, sorting, and assigning incoming work across platforms using discretion to assess urgency, complexity, and client impact rather than relying solely on predefined workflows. * Manage the migration and deactivation of existing client integrations within Vestwell's systems, ensuring a smooth transition through proactive communication and attention to detail including judgment in sequencing activities, mitigating risk, and coordinating stakeholders. * Onboarding and supporting new payroll integration partners, ensuring clear communication, effective collaboration, and strong relationship building to drive long-term success while independently determining readiness, implementation approach, and issue resolution strategies. Requirements The Necessities: * Experience working in a project management/implementation/operational role involving discretion in managing complex, multi-variable workstreams * Excellent project management skills including independent prioritization and sequencing of tasks * Ability to manage multiple work streams and competing priorities while determining urgency and impact * Ability to work independently and with a team exercising judgment with minimal supervision * Effective communication with many different stakeholders including determining when and how to escalate issues based on assessed risk and impact * A tight operator who can see the big picture and evaluate downstream operational and client implications * Excellent client service capabilities informed by judgment in balancing client needs with operational constraints * Strong written/oral communication and organizational skills to document findings, explain recommendations, and drive resolutions * 1+ year relevant experience in Financial Services, Operations, or SaaS industries * Bachelor's degree or equivalent combination of formal education and/or work experience with tools such as Excel used to analyze implementation data and support decision-making * Experience with work management platforms (i.e. Asana, Slack, Zendesk, Jira and/or Salesforce) The Extras * Payroll system experience * Retirement industry experience including exposure to regulated operational environments or ERISA-adjacent processes 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 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? We're growing fast and looking for a Product Manager focused on integrations to help us expand and scale the systems that connect Vestwell to our ecosystem of partners. Connectivity is a key part of our strategy, so this is a critical role with high visibility and the potential to make a significant impact. This role requires a keen product sense, paired with technical acumen and an appreciation for clean, usable technical interfaces. About the Role As the Product Manager for Integrations, you'll be responsible for the strategy, roadmap, and execution of how third-party systems connect to Vestwell. You'll work closely with engineering, product, and external partners to design scalable, reliable APIs and data workflows that power critical business functions. You'll be part of a high-impact product team focused on simplifying complex financial processes, improving data quality, and enabling a seamless experience for partners and clients alike. What Will You Be Doing? * Own the product roadmap for payroll integrations, from concept through delivery and ongoing optimization * Collaborate with internal and external stakeholders to define requirements, prioritize integration initiatives, and facilitate new partner integration projects * Define and evolve internal and external-facing APIs that power data exchange between Vestwell and third-party platforms * Partner with Engineering and QA to ensure new integrations are well-documented, tested, and scalable * Analyze usage and performance data to identify opportunities for improving efficiency, reliability, and partner experience Who You Are You're a technically minded product manager who thrives at the intersection of product strategy and engineering. You love solving complex problems, translating technical concepts into business outcomes, and working collaboratively across teams. You're energized by moving fast to enable rapid growth within a startup environment. What You Bring Must Haves: * 3-5 years of experience as a Product Manager in a SaaS, fintech, or platform company * Deep understanding of REST APIs and experience managing API-driven products or integrations, including OAuth 2.0/OIDC, scopes and tokens, webhooks, idempotency, pagination, versioning, and rate limiting * Strong business and systems analysis skills, with an ability to translate needs into clear requirements * Experience driving the full product lifecycle in an Agile environment * Comfortable working independently in a fast-paced, high-growth environment * Excellent communication skills, with the ability to collaborate across technical and non-technical teams * Comfortable interfacing with internal and external stakeholders The Extras: * Experience in retirement, payroll, or benefits technology * SQL proficiency for data validation and insights This role will be based in the New York City office, and will be part of Vestwell's hybrid in-office operation. 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 office, 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 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 office, 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, 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.

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 Senior Implementations Onboarding Associate 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 * 2-4 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, or Austin, 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 $70K - $80K, plus performance based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS 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 office, 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? As a Manager, Saver Operations, you will lead a team of 4-7 Operations Associates responsible for processing distributions and loans from retirement plans as well lead the Gradifi Operations team. Your role will focus on ensuring accuracy, efficiency, and compliance while optimizing workflows and providing guidance to your team. You will collaborate closely with internal teams to enhance operational effectiveness and deliver an exceptional experience to participants. What Will You Be Doing? Team Leadership & Performance Management: * Lead, mentor, and support a team of 4-7 Operations Associates. * Set performance expectations, track key metrics, and conduct regular performance reviews. * Provide hands-on coaching and training to ensure team members develop expertise in distributions and loans processing. * Foster a culture of accountability, accuracy, and continuous improvement. Operational Oversight & Quality Assurance: * Ensure timely and accurate processing of participant requests for distributions and loans in partnership with the Financial Crimes Compliance team. * Supervise the student loan verification, contribution remittance, and operational processes for the Gradifi product line. * Monitor and enforce adherence to company policies, regulatory requirements, and quality standards. * Review team performance against SLAs and implement process improvements as needed. * Manage escalations and complex cases, ensuring efficient resolution and participant satisfaction. * Oversee special transactions, straight-through-processing, and ad-hoc projects. Process Improvement & Collaboration: * Identify and implement process enhancements to increase efficiency and accuracy. * Collaborate with cross-functional teams, including compliance and customer support, to refine workflows. * Provide insights and recommendations to improve operational procedures and participant experience. * Ensure proper documentation and tracking of participant interactions within Jira and other systems. Requirements * 3+ years of experience in operations, financial services, or retirement plan administration. * 1-2 years of leadership or team management experience. * Strong understanding of retirement plans, distributions, and loan processing. * Experience with Jira, Zendesk, Aircall, or similar task management and CRM software. * Excellent organizational skills and ability to manage multiple priorities effectively. * Strong analytical and problem-solving abilities with attention to detail. * Effective communication skills, both verbal and written, to support coaching and collaboration. This role can be based in Vestwell's NYC or King of Prussia office, and will be expected to report to the office in a hybrid schedule. The expected base salary range for this position is $85K - $95K 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 office, 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, 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. 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 office, 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 Specialist to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated specialist to assist our Operations team to manage plan document drafting, amendments and restatements. Ideally, you have spent a few 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 401(k) and 403(b) 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 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 preparing plan amendments while consulting with teams on their operational considerations. Day-to-Day, You May Also Be Expected To: * Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures * Develop subject matter expertise - become familiar with ERISA rules and regulations through daily work and educational opportunities * 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 Requirements The Necessities * Professional experience in defined contribution / qualified plan design & document drafting * Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations * Keen attention to detail and deadlines * 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. The expected base salary range for this position is $55K - $65K 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 office, 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 Solution Management team exists to drive tactical efficiency while always keeping the big picture in mind. Members of the Solution Management team are the connective tissue between the client-facing front end and the operational backend. We use data to identify the initiatives that will have the largest impacts, and manage our roadmap accordingly. We strive to ensure that Vestwell's operational teams have the tools they need to provide an exceptional experience for partners and clients while working within optimized, repeatable processes that create scalable and predictable timelines. When we're successful, it allows for proper expectation setting for our clients and reliable revenue recognition for the business. What Will You Be Doing? * Strategic Partnership & Stakeholder Engagement - Serve as a key liaison across business units (ex: sales, finance, service, compliance) to assess the operational impact of new products and opportunities. Influence cross-functional decision-making by providing data-driven insights and recommendations. * Operational & Systems Strategy - Lead the development of scalable, efficient processes by analyzing business needs and translating them into actionable system and operational requirements. Drive alignment between business objectives and technology solutions. * Roadmap Development & Execution - Help drive the managing and updating of a long-term solution roadmap, ensuring initiatives are effectively prioritized based on business impact, operational feasibility, and strategic goals. Continuous Process & System Optimization - Oversee the ongoing evaluation, analysis, and refinement of system requirements and business processes. Ensure seamless implementation of updates while mitigating operational risks. * Governance & Documentation - Establish and maintain best-in-class documentation standards for internal and external use. Lead the formalization and communication of requirements, ensuring clarity and alignment across teams. * Data-Drive Decision-Making - Leverage data analytics and reporting to identify inefficiencies, emerging trends, and areas for process optimization. Provide actionable insights to drive efficiency, scalability, and business performance. Requirements The Necessities * Proven experience in business operations, process optimization, or systems strategy, preferably in a leadership capacity. * Strong ability to translate complex business challenges into actionable operational and system improvements. * Demonstrated success in managing cross-functional initiatives and influencing senior stakeholders. * Proficiency in leveraging data to drive decision-making and prioritization. * Exceptional communication and documentation skills, with a strong attention to detail. * Drive to lift up team members through collaboration, training, and coordination. * Love of learning and growth, to continue to level-up technical and softer skills. * Stakeholder Management: Collaborate with stakeholders to gather project requirements and provide teams with required input for implementation. * Demonstrated abilities to balance own workload with team needs; as well as to speak up and work with managers to prioritize projects when needed. * The ability to dig deep into the details of one product or process while keeping the big picture in mind. * Continued growth in industry and regulatory knowledge, to support prioritization efforts (balancing efficiency with regulatory requirements). * Experience in the retirement, financial services or employee benefit industries. The Extras * Understanding of the retirement and employee benefit industry. * Extensive knowledge of ERISA rules and requirements. * Familiarity with contracting, agreements and DocuSign. * Prior experience working in an agile or scrum framework. This role will be based in Vestwell's NYC HQ office, and will be part of Vestwell's hybrid in-office operation. The expected base salary range for this position is $80K - $90K. 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 office, 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 Lead, 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 Lead, 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 Lead, 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.

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 CyberSecurity team is looking for an experienced, meticulous and detail-oriented security analyst to be responsible for monitoring the security systems in our organization. The security analyst's responsibilities include securing our infrastructure, filtering for suspicious activity, and finding and mitigating security risks before any breaches can occur. You will work inter-departmentally to identify and correct any flaws in our security systems. You should have a sound working knowledge of cybersecurity, including intrusion prevention and incident response. You should be detail oriented with strong analytical skills and have good communication, interpersonal, and leadership skills. What Will You Be Doing? Manage all day-to-day activities within the Security organization. This would include: Management of Anti-Virus and Anti-Malware solutions like CrowdStrike. Monitoring and alerting management. Confirm infrastructure has most recent patches, updates and libraries. Management of 1Password Management of vaults and user access for both passwords and keys Management of KnowBe4 Phishing tests and training and response. Develop ongoing security posture improvements. Evaluate existing and new tooling to confirm customer PII and sensitive corporate data is protected. Management of Nightfall DLP solution. Evaluate existing Detection Rules. Implement detection rules based on growth of the Vestwell platform. Action against alerts triggered for DLP leakage. Work closely with Engineering to provide guidance and advice on industry best practice security. Authentication & Authorization Work with stakeholders to continue evolving the A&A platforms at Vestwell to adhere to industry standards and Vestwell growth. Support responses to DDQ's or Risk Questionnaires that come in from potential customers. Day to Day, You May Also Be Expected To: Work closely with Legal and Compliance teams to evaluate and improve policies. Work closely with the CorpIT team to evolve the onboarding and offboarding process with a focus on Security. Requirements The Necessities Professional experience in computer science, programming, or related field. Professional experience working in computer systems with some specialization in computer security. The ability to manage competing deadlines. Excellent verbal and written communication skills, interpersonal, and teaching skills. Ability to anticipate, analyze, and problem-solve The ability to remain current on the latest technology and best practices in information security. Proficient, or able to gain proficiency with, a broad array of security software applications and tools. Thorough understanding of computer-related security systems including firewalls, encryption, and password protection and authentication. Experienced with penetration testing and techniques. Understand patch management. The Extras Advanced training certifications may be advantageous. CISSP Training or experience with SOC audits. Training or experience with Financial Regulatory Audits/Compliance (ERISA, SEC, etc.) The expected salary range for this position is $90K-110K for New York. 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 keen to add an amazing Senior Product Manager to our team who's about helping Americans save for their futures. We're looking for someone who loves to solve problems and is driven to build great products. You will work across various products - translating company goals into focused initiatives, actionable steps, and a living backlog of work to be done. You will help refine and execute a product vision, improve engineering project management processes, and implement external/internal product communication and feedback channels. We're a startup so a self-starter mentality comes first and foremost. You are someone who will dive into whatever creative challenge is placed in front of you, as you'll have your hand in any and all of the following: product requirements, functional requirements, acceptance criteria, test cases, wireframes. Your job requires an amazing relationship with operations, development, QA, and business stakeholders to deliver new product features that critically impact the growth of our product. What Will You Be Doing? Day-to-day you will be expected to: Understand high-level strategic plans and stakeholder needs; identify opportunities; and translate into buildable features with clear intended impact Establish a roadmap for your squad and effectively communicate and defend decisions Partner with developers to break down product requirements into stories and provide functional requirements/acceptance criteria Assist QA team in understanding the appropriate test cases to ensure test coverage and a high level of code quality Perform data analysis, identify data patterns and trends and use gathered insights when proposing solutions Provide constant and iterative feedback to the development team, including identifying bugs and assisting in resolution Complete functional testing and provide product sign-off when features are ready for a production release Run meetings, enforce scope, and project manage other teams as necessary to deliver project Develop processes and tools for tracking usage trends and allow data to inform future development plans Coordinate deployments and releases, help with business stakeholders to manage communications and training as necessary Manage a junior member of the product team Requirements The Necessities: 3-5 years of Product Management experience Exceptional business and systems analysis skills Ability to thoroughly understand and document business/functional requirements and possible business use cases Understanding and ability to drive the software development lifecycle in an Agile environment - including conducting stand-ups, retrospectives, and OKRs Ability to work in a fast-paced, project-oriented environment and meet deadlines under tight time constraints Ability to work independently as well as collaboratively within a team environment consisting of Product, Engineering, and QA resources Excellent communication skills, both in verbal and written formats Ability to interface with internal stakeholders, executives, and external clients The Extras: Benefits Administration experience Brokerage, Custody, and/or Trading Ops experience Early stage startup, Fin-Tech, Tech, and/or Financial Services experience This role will be based in the New York City office, and will be part of Vestwell's hybrid in-office operation. 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? At Vestwell, our people make all the difference. As we continue to scale, we are looking to add an Associate to join our Billing team, within the Finance department. As a Finance Associate in the Billing Team, you will play a critical role in ensuring smooth and accurate billing operations. You will be responsible for managing customer accounts, preparing invoices, and monitoring accounts receivable to support the financial health of the company. Your role will involve frequent interaction with clients, partners, and internal teams to resolve issues and facilitate timely payments. Additionally, you will contribute to financial reporting, assist in reconciliation tasks, and help streamline billing processes. This position also offers the opportunity to participate in system implementations and enhancements, where you will work to optimize our billing software and improve operational efficiency. What You Will Be Doing? * Perform billing operational tasks, including reviewing contracts with customers and partners, creating customer profiles in internal systems, manage new subscriptions to ensure readiness for monthly and quarterly invoicing cycles, and generate invoices. * Reconcile revenue/billing-related balance sheet accounts, such as deferred revenue and A/R. * Receive and reconcile payments made via checks, credit cards, and ACH transfers. * Assist with the collections process by supporting timely collection of past-due invoices and escalating as necessary to clean up accounts receivable and improve cash flow. * Serve as the key point of contact within the Billing department for internal team members, as well as collaborate with other departments to resolve issues raised by clients. * Utilize billing and accounting system data to perform ad hoc analyses for internal and external reporting purposes. * Participate in month-end, quarter-end, and year-end close processes. * Assist in implementing new billing software and system enhancements to streamline operations. Requirements The Necessities * Bachelor's degree in Finance, Accounting, or a related field. * 1 - 3 years of experience in billing, accounts receivable, or finance operations. * Proficiency in Excel; familiarity with billing is a plus. * Strong attention to detail and a willingness to learn. * Effective communication skills and ability to work collaboratively in a team setting. * Organizational skills and ability to handle multiple tasks effectively. 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 $70K-$80K 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 an Employer Services Senior Associate. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing critical thinking and problem-solving skills company policies to solve client issues, and escalating challenges to the managerial team when necessary. As a Senior Associate, Employer Services at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. The ideal candidate brings strong critical thinking and problem-solving skills, paired with curiosity that drives them to explore creative, client-focused solutions. They are resilient and adaptable, able to navigate challenges independently while continuously learning and improving outcomes for clients. The Sr. Associate cares deeply about the client experience and uses their skills to improve internal processes and provide suggestions and feedback to their team to ensure delivery of exceptional service. Our mission-driven Employer Services team is 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. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line. WHAT WILL YOU BE DOING? Day-to-day you will be expected to: * Partner with your designated team and cross-functionally with Partner Success Managers to manage a pod consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues. * Manage client expectations to avoid any disconnects with process and timing standards. * 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 and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issues. * Being the friendly, knowledgeable first point of contact for inbound client phone and email inquiries. * Conducting appropriate and timely follow up to ensure the highest level of service. * Communicating in a relatable, humanized way to promote trust and allegiance. * Creating tickets and providing follow-up as required. * Adhering to client-facing and internal Service Level requirements. * Handling complaints, troubleshooting problems, and providing solutions. * Effectively gathering and analyzing information while using reason and good judgment to solve client problems. * Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines. * Providing complete/accurate responses issued with empathy and understanding. * Posting interaction within our tooling to document updates to client accounts. * Conduct team training and assist with peer-to-peer coaching and development as needed, ensuring team members are up-to-date on industry trends, best practices, and product changes. * Own projects and tasks as assigned, ensuring high-quality project delivery and adherence to timelines. * De-escalate client issues by providing timely, informative communication and building trust and rapport with Vestwell clients and advisors. * 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 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: * Series 6, 7, 63, 65, 66 * QKA, QKC * Six sigma * Previous experience from Payroll, Employee Benefits The expected base salary range for this position is $65K - $70K 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? As a Manager, Saver Operations, you will lead a team of 4-7 Operations Associates responsible for processing distributions and loans from retirement plans as well lead the Gradifi Operations team. Your role will focus on ensuring accuracy, efficiency, and compliance while optimizing workflows and providing guidance to your team. You will collaborate closely with internal teams to enhance operational effectiveness and deliver an exceptional experience to participants. What Will You Be Doing? Team Leadership & Performance Management: Lead, mentor, and support a team of 4-7 Operations Associates. Set performance expectations, track key metrics, and conduct regular performance reviews. Provide hands-on coaching and training to ensure team members develop expertise in distributions and loans processing. Foster a culture of accountability, accuracy, and continuous improvement. Operational Oversight & Quality Assurance: Ensure timely and accurate processing of participant requests for distributions and loans in partnership with the Financial Crimes Compliance team. Supervise the student loan verification, contribution remittance, and operational processes for the Gradifi product line. Monitor and enforce adherence to company policies, regulatory requirements, and quality standards. Review team performance against SLAs and implement process improvements as needed. Manage escalations and complex cases, ensuring efficient resolution and participant satisfaction. Oversee special transactions, straight-through-processing, and ad-hoc projects. Process Improvement & Collaboration: Identify and implement process enhancements to increase efficiency and accuracy. Collaborate with cross-functional teams, including compliance and customer support, to refine workflows. Provide insights and recommendations to improve operational procedures and participant experience. Ensure proper documentation and tracking of participant interactions within Jira and other systems. Requirements 3+ years of experience in operations, financial services, or retirement plan administration. 1-2 years of leadership or team management experience. Strong understanding of retirement plans, distributions, and loan processing. Experience with Jira, Zendesk, Aircall, or similar task management and CRM software. Excellent organizational skills and ability to manage multiple priorities effectively. Strong analytical and problem-solving abilities with attention to detail. Effective communication skills, both verbal and written, to support coaching and collaboration. This role can be based in Vestwell's NYC or King of Prussia office, and will be expected to report to the office in a hybrid schedule. The expected base salary range for this position is $85K - $95K 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? The Vestwell CyberSecurity team is looking for an experienced, meticulous and detail-oriented security analyst to be responsible for monitoring the security systems in our organization. The security analyst's responsibilities include securing our infrastructure, filtering for suspicious activity, and finding and mitigating security risks before any breaches can occur. You will work inter-departmentally to identify and correct any flaws in our security systems. You should have a sound working knowledge of cybersecurity, including intrusion prevention and incident response. You should be detail oriented with strong analytical skills and have good communication, interpersonal, and leadership skills. What Will You Be Doing? Manage all day-to-day activities within the Security organization. This would include: * Management of Anti-Virus and Anti-Malware solutions like CrowdStrike. * Monitoring and alerting management. * Confirm infrastructure has most recent patches, updates and libraries. * Management of 1Password * Management of vaults and user access for both passwords and keys * Management of KnowBe4 * Phishing tests and training and response. * Develop ongoing security posture improvements. * Evaluate existing and new tooling to confirm customer PII and sensitive corporate data is protected. * Management of Nightfall DLP solution. * Evaluate existing Detection Rules. * Implement detection rules based on growth of the Vestwell platform. * Action against alerts triggered for DLP leakage. * Work closely with Engineering to provide guidance and advice on industry best practice security. * Authentication & Authorization * Work with stakeholders to continue evolving the A&A platforms at Vestwell to adhere to industry standards and Vestwell growth. * Support responses to DDQ's or Risk Questionnaires that come in from potential customers. Day to Day, You May Also Be Expected To: * Work closely with Legal and Compliance teams to evaluate and improve policies. * Work closely with the CorpIT team to evolve the onboarding and offboarding process with a focus on Security. Requirements The Necessities * Professional experience in computer science, programming, or related field. * Professional experience working in computer systems with some specialization in computer security. * The ability to manage competing deadlines. * Excellent verbal and written communication skills, interpersonal, and teaching skills. * Ability to anticipate, analyze, and problem-solve * The ability to remain current on the latest technology and best practices in information security. * Proficient, or able to gain proficiency with, a broad array of security software applications and tools. * Thorough understanding of computer-related security systems including firewalls, encryption, and password protection and authentication. * Experienced with penetration testing and techniques. * Understand patch management. The Extras * Advanced training certifications may be advantageous. * CISSP * Training or experience with SOC audits. * Training or experience with Financial Regulatory Audits/Compliance (ERISA, SEC, etc.) The expected salary range for this position is $90K-110K for New York. 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 office, 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 keen to add an amazing Senior Product Manager to our team who's about helping Americans save for their futures. We're looking for someone who loves to solve problems and is driven to build great products. You will work across various products - translating company goals into focused initiatives, actionable steps, and a living backlog of work to be done. You will help refine and execute a product vision, improve engineering project management processes, and implement external/internal product communication and feedback channels. We're a startup so a self-starter mentality comes first and foremost. You are someone who will dive into whatever creative challenge is placed in front of you, as you'll have your hand in any and all of the following: product requirements, functional requirements, acceptance criteria, test cases, wireframes. Your job requires an amazing relationship with operations, development, QA, and business stakeholders to deliver new product features that critically impact the growth of our product. What Will You Be Doing? Day-to-day you will be expected to: * Understand high-level strategic plans and stakeholder needs; identify opportunities; and translate into buildable features with clear intended impact * Establish a roadmap for your squad and effectively communicate and defend decisions * Partner with developers to break down product requirements into stories and provide functional requirements/acceptance criteria * Assist QA team in understanding the appropriate test cases to ensure test coverage and a high level of code quality * Perform data analysis, identify data patterns and trends and use gathered insights when proposing solutions * Provide constant and iterative feedback to the development team, including identifying bugs and assisting in resolution * Complete functional testing and provide product sign-off when features are ready for a production release * Run meetings, enforce scope, and project manage other teams as necessary to deliver project * Develop processes and tools for tracking usage trends and allow data to inform future development plans * Coordinate deployments and releases, help with business stakeholders to manage communications and training as necessary * Manage a junior member of the product team Requirements The Necessities: * 3-5 years of Product Management experience * Exceptional business and systems analysis skills * Ability to thoroughly understand and document business/functional requirements and possible business use cases * Understanding and ability to drive the software development lifecycle in an Agile environment - including conducting stand-ups, retrospectives, and OKRs * Ability to work in a fast-paced, project-oriented environment and meet deadlines under tight time constraints * Ability to work independently as well as collaboratively within a team environment consisting of Product, Engineering, and QA resources * Excellent communication skills, both in verbal and written formats * Ability to interface with internal stakeholders, executives, and external clients The Extras: * Benefits Administration experience * Brokerage, Custody, and/or Trading Ops experience * Early stage startup, Fin-Tech, Tech, and/or Financial Services experience This role will be based in the New York City office, and will be part of Vestwell's hybrid in-office operation. 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 office, 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 an Associate to join our Billing team, within the Finance department. As a Finance Associate in the Billing Team, you will play a critical role in ensuring smooth and accurate billing operations. You will be responsible for managing customer accounts, preparing invoices, and monitoring accounts receivable to support the financial health of the company. Your role will involve frequent interaction with clients, partners, and internal teams to resolve issues and facilitate timely payments. Additionally, you will contribute to financial reporting, assist in reconciliation tasks, and help streamline billing processes. This position also offers the opportunity to participate in system implementations and enhancements, where you will work to optimize our billing software and improve operational efficiency. What You Will Be Doing? Perform billing operational tasks, including reviewing contracts with customers and partners, creating customer profiles in internal systems, manage new subscriptions to ensure readiness for monthly and quarterly invoicing cycles, and generate invoices. Reconcile revenue/billing-related balance sheet accounts, such as deferred revenue and A/R. Receive and reconcile payments made via checks, credit cards, and ACH transfers. Assist with the collections process by supporting timely collection of past-due invoices and escalating as necessary to clean up accounts receivable and improve cash flow. Serve as the key point of contact within the Billing department for internal team members, as well as collaborate with other departments to resolve issues raised by clients. Utilize billing and accounting system data to perform ad hoc analyses for internal and external reporting purposes. Participate in month-end, quarter-end, and year-end close processes. Assist in implementing new billing software and system enhancements to streamline operations. Requirements The Necessities Bachelor's degree in Finance, Accounting, or a related field. 1 - 3 years of experience in billing, accounts receivable, or finance operations. Proficiency in Excel; familiarity with billing is a plus. Strong attention to detail and a willingness to learn. Effective communication skills and ability to work collaboratively in a team setting. Organizational skills and ability to handle multiple tasks effectively. 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 $70K-$80K 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.