Who Are We Looking For?

Vestwell is expanding and we’re excited to onboard a Director of Enterprise Relationship Management to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter.

What Will You Be Doing?

Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.

Day-to-Day You May Also Be Expected To:

• Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives.
• Follow up with all enterprise partners and national accounts with which Vestwell has a preferred or exclusive provider, referral fee, national account, or similar agreement to confirm that they are satisfying and exceeding all plan and revenue commitments and all other commitments included in their contracts with Vestwell. Make sure Vestwell is prominently featured on their website, new client onboarding workflow, webinars and live events, and marketing collateral.
• Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities.
• Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible.
• Collaborate with the team to ensure implementation and ongoing partnership  strategies are optimized to enable Vestwell to achieve its Enterprise goals.
• Support the timely and successful delivery of our solutions according to our partners’  needs and objectives.
• Drive program management efforts with enterprise and strategic partners, ensuring  optimal support structure is in place, identifying new revenue opportunities via
  partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc).
• Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements.
• Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams to drive the team’s projects and initiatives.
• Drive business requirements, scope, and resource alignment for partner specific  initiatives, including project plan, workstreams, and timelines.
• Own successful delivery of partner specific initiatives, ensuring objectives are met, risks  mitigated, and expected outcomes are achieved.

Requirements

The Necessities

• 7+ years experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.
• Self starter requiring minimal direction, with a “get it done” mindset.
• Strong critical thinker, able to prioritize and problem solve effectively.
• Excellent project management and organizational skills.
• Excellent written and verbal communication skills.
• An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease.
• Strategic and outside of the box thinker.
• Proven success working with senior management, both internally and externally.
• Strong 401(k) industry experience.

The Extras

• Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents.
• Ability to identify and implement solutions for process improvement.
• Ability to work independently and manage workload to achieve desired goals.

This role will be based in Vestwell’s New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is a minimum of $120K - $135K, plus performance based bonus. This position 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.

Who Are We Looking For?

Vestwell is expanding and we’re excited to onboard a Enterprise Relationship Manager to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter.

What Will You Be Doing?

Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.

Day-to-Day You May Also Be Expected To:

• Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives.
• Follow up with all enterprise partners and national accounts with which Vestwell has a preferred or exclusive provider, referral fee, national account, or similar agreement to confirm that they are satisfying and exceeding all plan and revenue commitments and all other commitments included in their contracts with Vestwell. Make sure Vestwell is prominently featured on their website, new client onboarding workflow, webinars and live events, and marketing collateral.
• Diligently and proactively contact all accounts in contract with Vestwell to identify and implement ways to expand our business relationship and revenue opportunities.
• Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell, enabling revenue recognition as expediently as possible.
• Collaborate with the team to ensure implementation and ongoing partnership  strategies are optimized to enable Vestwell to achieve its Enterprise goals.
• Support the timely and successful delivery of our solutions according to our partners’  needs and objectives.
• Drive program management efforts with enterprise and strategic partners, ensuring  optimal support structure is in place, identifying new revenue opportunities via
  partnership health checks, and managing the planning, organizing and execution of partner specific projects (eg, new features or solutions, customized workflows, etc).
• Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements.
• Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams to drive the team’s projects and initiatives.
• Drive business requirements, scope, and resource alignment for partner specific  initiatives, including project plan, workstreams, and timelines.
• Own successful delivery of partner specific initiatives, ensuring objectives are met, risks  mitigated, and expected outcomes are achieved.

Requirements

The Necessities

• 3-5 years of experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.
• Self starter requiring minimal direction, with a “get it done” mindset.
• Strong critical thinker, able to prioritize and problem solve effectively.
• Excellent project management and organizational skills.
• Excellent written and verbal communication skills.
• An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease.
• Strategic and outside of the box thinker.
• Proven success working with senior management, both internally and externally.
• Strong 401(k) industry experience.

The Extras

• Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents.
• Ability to identify and implement solutions for process improvement.
• Ability to work independently and manage workload to achieve desired goals.

This role will be based in Vestwell’s New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is a minimum of $85K - $100K, plus performance based bonus. This position 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.

Who Are We Looking For?

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our testing team.

This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements. 

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.

What Will You Be Doing?

• Year end testing for DC plans. 
• Answer questions from the client service team on retirement plan subjects.
• Assist with plan terminations and EPCRS corrections.
• Provide consulting services to sponsor and advisors as needed.

Requirements

• Minimum 4 years of Retirement Plan Administration experience.
• Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.
• Exceptional understanding of plan administration, compliance testing and IRS regulations.
• Excellent written & oral communication skills.
• Meticulous attention to detail & organization.
• Passion for helping people.
• Proficient in Microsoft Office Suite & G suite.
• Proven ability to think analytically & operate independently within set deadlines.
• Team player. 
• Shows ownership and initiative in all aspects of work.
• QKA certifications.

The expected salary range for this position is $80K-$90K. 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.

Who Are We Looking For?

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team.

This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements. 

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.

What Will You Be Doing?

• Year end testing for DC plans. 
• Answer questions from the client service team on retirement plan subjects.
• Assist with plan terminations and EPCRS corrections.
• Provide consulting services to sponsor and advisors as needed.

Requirements

• Minimum 4 years of Retirement Plan Administration experience.
• Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.
• Exceptional understanding of plan administration, compliance testing and IRS regulations.
• Excellent written & oral communication skills.
• Meticulous attention to detail & organization.
• Passion for helping people.
• Proficient in Microsoft Office Suite & G suite.
• Proven ability to think analytically & operate independently within set deadlines.
• Team player. 
• Shows ownership and initiative in all aspects of work.
• QKA certifications.

The expected salary range for this position is $80K-$90K. 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.

Who Are We Looking For?

We are seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. 

Our mission-driven Client Success 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. As a Client Success Coordinator 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. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.

What Will You Be Doing?

• Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues.
• Help 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.
• Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools.
• Share data-driven insights with our product teams to improve our platform and planning roadmap.
• Participate in 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 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.
• Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed.
• Posting interaction within our tooling to document updates to client accounts.

Requirements

The Necessities

• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries.
• Strong time management and organizational skills 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.
• Must be willing to work 9am ET to 6pm ET.

The Extras

• Retirement industry experience
• Series 6, 7, 63, 65, 66
• QKA, QKC

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

The expected base salary range for this position is $50K - $55K 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.

Who Are We Looking For?

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our testing team.

This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements. 

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.

What Will You Be Doing?

• Year end testing for DC plans. 
• Answer questions from the client service team on retirement plan subjects.
• Assist with plan terminations and EPCRS corrections.
• Provide consulting services to sponsor and advisors as needed.

Requirements

• Minimum 1 year of Retirement Plan Administration experience.
• Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.
• Exceptional understanding of plan administration, compliance testing and IRS regulations.
• Excellent written & oral communication skills.
• Meticulous attention to detail & organization.
• Passion for helping people.
• Proficient in Microsoft Office Suite & G suite.
• Proven ability to think analytically & operate independently within set deadlines.
• Team player. 
• Shows ownership and initiative in all aspects of work.
• QKA certifications.

The expected salary range for this position is $60K-$70K. 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.

Who Are We Looking For?

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell’s bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team.

This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell’s clients and driving product improvements. 

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.

What Will You Be Doing?

• Year end testing for DC plans. 
• Answer questions from the client service team on retirement plan subjects.
• Assist with plan terminations and EPCRS corrections.
• Provide consulting services to sponsor and advisors as needed.

Requirements

• Minimum 1 year of Retirement Plan Administration experience. 
• Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.
• Exceptional understanding of plan administration, compliance testing and IRS regulations.
• Excellent written & oral communication skills.
• Meticulous attention to detail & organization.
• Passion for helping people.
• Proficient in Microsoft Office Suite & G suite.
• Proven ability to think analytically & operate independently within set deadlines.
• Team player. 
• Shows ownership and initiative in all aspects of work.
• QKA certifications.

The expected salary range for this position is $60K-$70K. 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.