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.

Vestwell’s Summer Tech Internship Program

Now in its fifth year, our Summer Internship Program is a 10-week experience (June 8 to August 10, 2026) offering hands-on exposure within our AI Engineering and CyberSecurity teams. Interns will help design and build AI-powered solutions that improve how we serve customers and operate at scale.

Interns work on real projects alongside cross-functional teams, contributing through research, data analysis, and execution on key initiatives. Each intern is supported by a manager and mentor, with regular feedback and guidance. By the end of the program, interns are expected to contribute to a defined deliverable, operate independently within team workflows, and build a strong understanding of Vestwell’s business.


Who Are We Looking For?

We’re looking for curious, motivated individuals who want to learn and contribute in a fast-paced, collaborative environment. The ideal candidate is proactive, detail-oriented, and comfortable working across teams.

You have a strong sense of ownership, take initiative, and are interested in fintech and improving how people save and plan for their future. We’re especially excited about candidates interested in emerging technologies, including AI, who can identify opportunities to improve workflows and build practical solutions.

Through the program, you’ll gain exposure across the business and contribute to work that drives real impact.


What Will You Be Doing?

Day-to-day responsibilities may include:

• Contribute to AI-powered feature development across the engineering stack
• Build and evaluate LLM-based workflows and integrations
• Write, test, and review code in Python, TypeScript, or a similar backend language
• Participate in daily stand-ups and collaborate within an agile team environment
• Document technical work and contribute to internal knowledge sharing

Requirements

The Necessities

• Rising or current seniors, or recent graduates (including boot camps or similar programs)
• Based in or able to work in a hybrid capacity in New York City.
• Available for the full 10-week program (June 8 to August 10, 2026)
• Proficiency in at least one backend language (Python, TypeScript, or similar)
• Foundational understanding of software development principles and SDLC
• Familiarity with version control (Git)
• Strong analytical thinking and problem-solving skills
• Clear written and verbal communication
• Collaborative, proactive, and coachable working style

The Extras

• Experience with CRM platforms (e.g. Salesforce, HubSpot)
• Familiarity with project management tools (e.g. Asana, Jira, Notion, Monday.com)
• Exposure to AI tools or workflow automation platforms (e.g. Claude Cowork)
• Prior internship, work, or relevant project experience
• Knowledge of financial services, fintech, or retirement industry concepts
• Hands-on experience with LLMs or AI frameworks (e.g. LangChain, OpenAI APIs)
• Prior internship or project experience in software engineering
• Familiarity with cloud platforms (AWS, GCP, or Azure)

Program Benefits

• Competitive Pay: $40/hour up to 24 hours per week
• Curated Learning & Development: Build key skills through tailored programming, including time management, presentations, and fintech fundamentals
• Vestwell Swag: Receive a personalized swag package to feel part of the team from day one
• Weekly Meals & Snacks: Enjoy in-office breakfast and lunch options that keep the team connected
• Networking & Community: Participate in intern events and Employee Resource Group programming
• Performance Bonus: Earn a bonus based on your impact and overall program performance
• Portfolio-Ready Experience: Complete a final project that showcases your work and contributions
• Path to Full-Time: Top performers may be invited to interview for future full-time opportunities

Work Authorization and Visa Sponsorship

Applicants must be legally authorized to work in the United States for the full duration of the internship without employer sponsorship now or in the future. This internship is in person at our offices in New York, NY. We do not sponsor visas for this position, and candidates who require sponsorship now or in the future will not be eligible for consideration.

Candidates on F-1 or J-1 visas must have valid work authorization that allows for full-time internship participation, such as CPT, OPT, or J-1 Intern authorization through a designated sponsor (e.g., Cultural Vistas, InterExchange, Intrax, or similar programs).

Employment is contingent upon verification of work authorization and completion of any applicable background checks in accordance with company policies and applicable law. Candidates requiring visa-based work authorization must provide complete and verifiable documentation confirming eligibility to work in the United States for the full duration of the program (June 8 to August 10, 2026) prior to receiving an offer or beginning employment.

Application Window

Please note, we will no longer be accepting applications to our 2026 Summer Internship Program after May 11, 2026.

Who Are We Looking For?

We are looking for a Sr. Product Marketing Manager to be a key piece of the marketing organization. This role will ensure we build out the materials and tactics to support our expanding business. With each new product launch or partnership, our sales team requires a suite of promotional materials and thoughtful content that drives awareness, understanding, and intent. A successful candidate will be charged with the ideation and creation of these materials, along with engaging marketing programs that inspire our target audience and ultimately increase revenue. 

An ideal candidate has in-depth knowledge of the financial services market, including an understanding of the retirement plan space, and how to best introduce new products to key constituents. They also have experience leading a team to proven results. S/he should have an excellent command of the written word and a solid understanding of the techniques needed to create a marketing communication sequence that leads to sales. Perhaps more importantly, all candidates should count detail oriented, articulate, efficient, and creative amongst their most valuable assets. Last, but certainly not least, the person we hire must embody an entrepreneurial spirit and be driven by the fast paced, challenging, and collaborative environment of a growing start-up.

What Will You Be Doing?

Day-to-day you will be expected to:

• Strategize on priority focus areas that can make biggest positive impact
• Developing new product positioning to effectively articulate and differentiate our value proposition 
• Ensure direct reports are aligned to deliver on broader marketing and ccompany objectives
• Strategizing and planning the launch of new products and working cross-functionally for a coordinated effort
• Building the tools and tactics needed to effectively introduce new products and partnerships to market through tools such as presentations, collateral, and internal communications
• Collaborating with marketing team to successfully communicate releases and drive demand generation around new product development
• Supporting sales through trainings and enablement tools that foster a deep understanding of what they’re selling
• Develop strong market intelligence so that you understand the market and buyer behavior through sales insight, market research and competitive analysis. Bring relevant information to the appropriate product, sales and leadership teams

Requirements

The Necessities:

• 5+ years of B2B product marketing experience
• Experience managing and leading a team
• A deep understanding of the financial services industry and retirement plan market
• Experience in branding, communications strategy, partnerships, and product development
• A constant drive to improve middle-of-the-funnel lead generation 
• Outstanding verbal and written communication skills
• A demonstrated start-up mentality with the ability to operate in a collaborative team environment and adapt effectively to changing business priorities/strategies
• Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!

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 $120K - $135K 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?

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 our Austin, TX office, and will be part of Vestwell's hybrid in-office operation.

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.

Vestwell’s Summer Non-Tech Internship Program

Now in its fifth year, our Summer Internship Program is a 10-week experience (June 8 to August 10, 2026) offering hands-on exposure across teams including Finance, Conversion Operations, Document Compliance, Partner Success, Retirement Plan Services, Enterprise Relationship Management, Payroll Operations, and National Sales.

Interns work on real projects alongside cross-functional teams, contributing through research, data analysis, and execution on key initiatives. Each intern is supported by a manager and mentor, with regular feedback and guidance. By the end of the program, interns are expected to contribute to a defined deliverable, operate independently within team workflows, and build a strong understanding of Vestwell’s business.


Who Are We Looking For?

We’re looking for curious, motivated individuals who want to learn and contribute in a fast-paced, collaborative environment. The ideal candidate is proactive, detail-oriented, and comfortable working across teams.

You have a strong sense of ownership, take initiative, and are interested in fintech and improving how people save and plan for their future. We’re especially excited about candidates interested in emerging technologies, including AI, who can identify opportunities to improve workflows and drive more efficient ways of working.

Through the program, you’ll gain exposure across the business and contribute to work that drives real impact.


What Will You Be Doing?

Day-to-day responsibilities may include:

• Support day-to-day team operations and contribute to active projects from day one
• Assist with data entry, analysis, reporting, and documentation across team workflows
• Contribute to AI workflow, process automation, or operational improvement initiatives (varies by team)
• Communicate clearly with internal stakeholders and, where applicable, external partners or clients
• Participate in weekly team meetings, recurring 1:1s with your manager, and cross-functional check-ins
• Document work, maintain internal resources, and contribute to team knowledge bases
• Process documentation, workflow mapping, and operational improvement initiatives
• Data analysis, reporting, and sales or billing operations support
• AI-assisted workflow and automation projects (select teams)
• Client and partner-facing relationship management support (select teams)
• Compliance, amendment, and documentation projects (select teams)

Requirements

The Necessities

• Rising or current seniors, or recent graduates (including boot camps or similar programs)
• Based in or able to work in a hybrid capacity in New York City, Austin, or King of Prussia
• Available for the full 10-week program (June 8 to August 10, 2026)
• Clear written and verbal communication skills
• Strong attention to detail and organizational ability
• Analytical thinking and problem-solving mindset
• Ability to manage multiple tasks and priorities simultaneously
• Collaborative, team-oriented, and proactive working style
• Proficiency with Microsoft Office Suite or Google Workspace
• Professional demeanor and coachable attitude

The Extras

• Experience with CRM platforms (e.g. Salesforce, HubSpot)
• Familiarity with project management tools (e.g. Asana, Jira, Notion, Monday.com)
• Exposure to AI tools or workflow automation platforms (e.g. Claude Cowork)
• Prior internship, work, or relevant project experience
• Knowledge of financial services, fintech, or retirement industry concepts

Program Benefits

• Competitive Pay: $35/hour up to 24 hours per week
• Curated Learning & Development: Build key skills through tailored programming, including time management, presentations, and fintech fundamentals
• Vestwell Swag: Receive a personalized swag package to feel part of the team from day one
• Weekly Meals & Snacks: Enjoy in-office breakfast and lunch options that keep the team connected
• Networking & Community: Participate in intern events and Employee Resource Group programming
• Performance Bonus: Earn a bonus based on your impact and overall program performance
• Portfolio-Ready Experience: Complete a final project that showcases your work and contributions
• Path to Full-Time: Top performers may be invited to interview for future full-time opportunities

Work Authorization and Visa Sponsorship

Applicants must be legally authorized to work in the United States for the full duration of the internship without employer sponsorship now or in the future. This internship is in person at our offices in New York, NY; Austin, TX; or King of Prussia, PA. We do not sponsor visas for this position, and candidates who require sponsorship now or in the future will not be eligible for consideration.

Candidates on F-1 or J-1 visas must have valid work authorization that allows for full-time internship participation, such as CPT, OPT, or J-1 Intern authorization through a designated sponsor (e.g., Cultural Vistas, InterExchange, Intrax, or similar programs).

Employment is contingent upon verification of work authorization and completion of any applicable background checks in accordance with company policies and applicable law. Candidates requiring visa-based work authorization must provide complete and verifiable documentation confirming eligibility to work in the United States for the full duration of the program (June 8 to August 10, 2026) prior to receiving an offer or beginning employment.

Application Window

Please note, we will no longer be accepting applications to our 2026 Summer Internship Program after May 11, 2026.

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?

We’re looking for a hands-on Senior Manager of Media Relations Strategist who can bring an established communications strategy to life through disciplined planning, execution, and measurement. This role is ideal for a seasoned communications strategist who loves owning the day-to-day of media relations, content development, and executive visibility programs, and who is energized by close, in-person partnership with the C‑suite.

As a key member of our Brand Team, you will execute and administer the PR roadmap defined in partnership with senior leadership, ensuring our messages are consistently and effectively delivered across audiences and channels.

We are looking for a proactive, detail-oriented team player who is comfortable rolling up their sleeves, taking ownership, and operating with a high degree of accountability and follow-through. If you are a seasoned communications operator who thrives on making strategy real through strong execution, and you’re excited to work side-by-side with an executive team to grow a mission-driven brand, we’d love to hear from you.

The role is based in our New York City headquarters to enable frequent, in-person collaboration with our executive team and cross-functional partners.

What Will You Be Doing?

Strategy execution & planning

• Translate the company’s PR and communications strategy—set by the SVP, Head of Marketing—into clear annual, quarterly, and campaign-level plans that advance brand visibility, thought leadership, and business objectives.

• Own the day-to-day execution of corporate and product PR initiatives across earned, owned, and shared channels, ensuring consistent messaging and strong cross-functional coordination.

• Lead the development of thought leadership programs, including original research, surveys, and insight-driven narratives that increase brand authority, support earned media, and create opportunities for executive visibility.

• Build and manage a leadership speaker strategy, including proactive speaker bureau initiatives, conference opportunities, award submissions, and executive platform development.

• As a key member of our Brand Team, expand and operationalize a broader earned and influence channel strategy across media, podcasts, YouTube, newsletters, and other high-value platforms relevant to our audiences.

• Maintain an integrated communications calendar spanning launches, announcements, awards, executive speaking, research moments, and key industry tentpoles.

Media relations & brand visibility

• Increase brand awareness through targeted, corporate, and product-focused PR programs.
• Build and manage relationships with key media contacts in the financial services, fintech, and retirement industries.
• Proactively identify PR opportunities, develop compelling story angles, and pitch relevant narratives to media.
• Respond to inbound media inquiries, ensuring timely, accurate, and on-message responses.

Content development & storytelling

• Research, write, and edit high-quality communications materials including press releases, media pitches, talking points, bylines, blog posts, FAQs, and Q&As.
• Partner with senior leaders to craft clear, compelling messaging that reflects our brand, positioning, and differentiated value.
• Support the development of thought leadership content (e.g., articles, commentary, reports, speaking points) that elevates our presence with key audiences.

Executive visibility & industry presence

• Manage award submissions from end-to-end, including sourcing opportunities, drafting submissions, and tracking results.
• Identify, evaluate, and coordinate executive speaking opportunities at industry conferences, webinars, and events.
• Prepare executives for external engagements through briefing docs, messaging frameworks, and rehearsal support.

Internal communications

• Support internal communications initiatives that keep employees informed, aligned, and connected to company priorities.
• Draft internal memos, announcements, and leadership communications that translate complex topics into clear, accessible updates.
• Partner closely with HR, Marketing, and the broader leadership team to reinforce company values, culture, and key business initiatives.

Measurement, insights & operations

• Define and track KPIs for PR and communications programs (e.g., share of voice, media coverage quality, message pull-through, engagement).
• Monitor industry trends, competitor activity, and relevant policy or regulatory developments to inform communications plans.
• Synthesize results and insights into regular reporting for senior leadership, recommending adjustments to improve impact.
• Manage relationships with agencies and vendors as needed, ensuring alignment with strategy, brand standards, and timelines.

Requirements
The Necessities

• Experience: 3-5+ years in public relations, corporate communications, or related fields, with meaningful experience in financial services, fintech, retirement, or adjacent industries.
• Functional depth: Demonstrated success executing PR and communications programs—owning planning, content creation, media outreach, and reporting.
• Writing excellence: Exceptional writing, editing, and storytelling skills, with the ability to distill complex financial or technical topics into clear, engaging narratives tailored to professional audiences.
• Media acumen: Proven ability to build and manage media relationships; experience securing coverage in trade and/or business outlets.
• Executive partnership: Experience partnering directly with senior leaders (VP/C‑suite) on messaging, thought leadership, and speaking engagements.
• Project management: Strong organizational skills with the ability to manage multiple projects, stakeholders, and deadlines in a fast-paced, growth-oriented environment.
• Collaboration: Track record of working cross-functionally with Marketing, Product, Sales, Legal/Compliance, and HR to ensure aligned, compliant messaging.
• Tools: Proficiency with common communications and collaboration tools (e.g., media monitoring platforms, newsroom/PR distribution tools, project management and productivity suites).

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 $120K - $135K 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?

We’re looking for a systems-minded operator who can own the feedback loop between our service channels and our knowledge ecosystem. You’ll ensure our external help center, agent knowledge, and AI training content stay tightly aligned to our highest volume tickets, channels, and categories, so both AI enabled automated and human agents resolve issues quickly and consistently. You will ultimately own the operational knowledge layer that powers both human and AI service resolution.

The ideal candidate thrives on bringing structure to complex operational challenges.You are both detail oriented and execution-focused, someone who can see the big picture while managing the day-to-day mechanics that move work forward. You will work within the operational rhythm and workflows, leveraging the AI feedback to improve the performance, identify and implement knowledge system improvements. 

This role owns the operational feedback loop between service demand signals (tickets, calls, AI conversations) and the knowledge systems that power both automated and human issue resolution. This role reports to the Director of Business Operations.

What Will You Be Doing?

As a Senior Associate, Knowledge Systems & Management, you will serve as an individual contributor responsible for driving operational initiatives from intake through implementation, while continuously improving the systems and documentation that support our internal teams.

Your responsibilities will include, but are not limited to:

• Build the infrastructure to monitor service channel trends and partner with the marketing team to create and optimize AI training content, agent knowledge resources, and customer facing support content.
• Ensure accurate knowledge is surfaced effectively within the agent workspace to support fast and accurate resolution of customer issues and utilized as part of automations that drive operational efficiency.
• Own the creation, maintenance, and governance of operational documentation, including workflow guides and internal knowledge resources.
• Collaborate with Marketing when internal knowledge informs customer-facing content to ensure alignment between internal processes and external guidance.
• Identify and implement changes that improve agent productivity, including increasing tickets resolved per day, reducing average handle time, and improving first-touch resolution rates. Ultimately, you’ll be expected to set targets for some of the following operational KPIs and ensure they are achieved:
  • First Touch Resolution
  • AI Containment Rate
  • Agent Handle Time
  • Tickets per Agent per Day
  • Help Center Deflection Rate
• Continuously review AI-handled conversations, agent interactions, and operational signals to identify gaps in the knowledge corpus.
• Analyze the effectiveness of the knowledge ecosystem by comparing the content surfaced to customers with the types of issues appearing in service channels. 
• Collaborate with marketing to refine external support content while maintaining ownership of the operational knowledge structure and accuracy. 
• Partner with AI and Business Systems teams by providing operational input and recommendations based on knowledge system performance and service outcome goals.
• Partner with Service leadership to align content improvements with operational needs while maintaining clear ownership of execution decisions.
• Track progress, identify risks and blockers, and proactively escalate issues to ensure successful and timely delivery.
• Translate system updates, process changes, and technical concepts into clear, actionable guidance for internal stakeholders.
• Support the BizOps team with operational changes to empower quick turnaround on the roadmap improvements

Requirements

The Necessities

• Ability to independently drive operational improvements from problem identification through implementation.
• Design and run small operational experiments to improve AI resolution rates, agent workflows, and knowledge effectiveness.
• Exceptional attention to detail and a commitment to operational accuracy.
• Excellent written and verbal communication skills, particularly in cross-functional environments.
• Demonstrated experience (2+ years preferred) in operations, process improvement, project coordination, or a related function.
• Proven ability to bring structure to ambiguity and execute with minimal oversight.
• Highly organized, proactive, and solutions-oriented mindset.
• Experience working with a help center or knowledge base (e.g Zendesk, Salesforce, Confluence) or similar. 
• Comfortable using ticket and channel data (exports, dashboards, or basic queries) to decide what to build or improve. 
• Familiarity with customer support concepts and metrics (CSAT, ASA, handle time, etc)

The Extras

• Experience in fintech, financial services, or a regulated operational environment.
• Familiarity with Jira, Confluence, Zendesk, Asana, AWS tools such as Connect or similar workflow and documentation tools.
• Experience writing customer facing help content, 
• Experience working in or alongside service centers. 
• Hands on experience with AI support tools (chatbots, virtual agents, or similar)

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 $70K - $85K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

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.

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 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 on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace.

A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams.

As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We’re a growth stage startup after all. Last, but certainly not least, you’re driven by a fresh perspective and entrepreneurial spirit.

What Will You Be Doing?

You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That’s just the base-line.

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

• Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate.
• Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory. 
• Develop repeat regional relationships with new financial advisor prospects.
• Maintain a robust retirement plan sales pipeline in your region. 
• Convert plan opportunities into closed won opportunities through a repeatable, scalable process. 
• Practice a proven and successful sales methodology (MEDDPICC). 
• Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM.
• Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc. 
• Support the regional RVP on any prospecting needs.

Requirements

The Necessities

• 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry.
• Ability to carry a plan sale over the entire sales cycle from prospecting to conversion.
• Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.).
• Strong attention to detail and a passion for creating a top-notch selling environment and process.
• A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline.
• Self-starter who can operate well in a collaborative team environment. 
• Good knowledge of Salesforce, comfort level with other Sales technology.
• Excellent written and verbal communication skills are a must.
• Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!

The Extras

• Startup and/or financial services experience
• Understanding of the defined contribution space a plus!

This role will be based in our New York City or Austin office, and will be part of Vestwell's hybrid in-office operation.

The expected OTE for this position is approximately $82K ($65K base + up to $17K 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.

Who Are We Looking For?

Vestwell is seeking a Senior Associate, Platform Support Strategic Accounts to support clients who service retirement plans remotely while leveraging Vestwell’s platform. This role serves as a Level 2 escalation point for complex servicing issues that cannot be resolved by the servicing teams that resolve Level 1 issues within the operation of our strategic partners that choose this model of service delivery.

The ideal candidate is a collaborative problem solver who thrives in a fast-paced, cross-functional environment. In this role, you will partner closely with both client servicing teams, operations, and Vestwell internal groups to investigate escalated issues, coordinate solutions, and ensure timely and accurate resolution.

Successful candidates will demonstrate strong operational knowledge of retirement plan servicing, excellent communication skills, and the ability to manage multiple complex issues simultaneously while maintaining a high standard of client service.

What Will You Be Doing?

As a Senior Associate, Platform Support for Strategic Accounts, you will act as a partner to remote clients servicing 401(k) plans on Vestwell’s platform, ensuring escalated issues are addressed efficiently and effectively.

Your Responsibilities Will Include:

Escalation Management
Serve as the primary point of contact for Level 2 service escalations originating from client servicing teams when issues cannot be resolved within their internal operations.

Issue Ownership & Resolution
Take ownership of escalated items from intake through resolution, ensuring issues are investigated thoroughly and completed accurately.

Cross-Functional Collaboration
Work closely with internal teams—including Operations, Product, Engineering, and Compliance—to investigate issues, coordinate solutions, and ensure timely resolution.

Client Partnership
Act as a trusted operational partner to client servicing teams, providing guidance on complex platform functionality and servicing workflows.

Communication & Transparency
Provide clear, timely updates to clients and internal stakeholders regarding issue status, next steps, and resolution timelines.

Process Improvement
Identify trends or recurring issues and collaborate with internal teams to improve processes, workflows, and platform functionality.


Documentation & Case Tracking
Create, define, and maintain accurate documentation of escalations, communications, playbooks, processes, and resolutions within internal systems to ensure transparency and operational continuity.

Service Level Management
Monitor, manage, and report on escalated items to ensure they meet internal service standards and client expectations.

Requirements

The Necessities

• Bachelor’s degree or equivalent professional experience
• 2–4 years of retirement industry experience preferred
• Experience supporting retirement plan servicing or administration platforms
• Ability to manage complex issues and coordinate across multiple teams
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• 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
• Self-starter mentality, you are someone who will dive into whatever challenge is placed in front of you and find creative ways to solve problems.

The Extras

• Proficiency with Excel or Google Sheets
• Proficiency with Word or Google Docs
• Experience with Adobe Acrobat
• Ability to navigate network directories and internal documentation systems in a paperless environment
• Strong attention to detail and accuracy, particularly when working with operational data and plan information

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

The expected base salary range for this position is $70K - $85K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

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?

At Vestwell, People make all the difference. As we continue to scale, Vestwell is looking for an exceptional Associate, Strategic Finance to join our finance team. In this role, you will report to Vestwell’s Director of FP&A GTM (Go-To-Market), work closely with the CFO, and partner cross-functionally with senior leaders, particularly within the Sales & Marketing organizations. 

What Will You Be Doing?

As an Associate, Strategic Finance, you will serve as a strategic, individual contributor, supporting leadership with financial analysis, modeling, and strategic decision-making. This is a high-impact role that requires independent judgment, analytical rigor, and the ability to translate a high volume of complex data into actionable insights that influence decision making. You will play a meaningful role in shaping Vestwell’s financial strategy, supporting executive decision-making, and helping guide the company’s long-term trajectory. You will own Vestwell’s revenue model, lead revenue forecasting, assist in the creation and reporting of sales-related KPIs, and provide support on various projects and ad-hoc analyses. 

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

• Own, refine, and manage Vestwell’s revenue model, a core input into Vestwell’s overall operating model. 
• Develop and maintain a flash forecasting process to proactively identify, assess, and communicate risks & opportunities to key stakeholders.
• Build and maintain sales-related KPIs & reporting to surface trends, risks & opportunities, and provide actionable insights to increase efficiency and drive growth.
• Conduct ad-hoc analyses and provide support on a variety of strategic initiatives.
• Partner closely with Finance, Sales, Marketing, and Operations to refine assumptions and model inputs.
• Analyze, synthesize, and clearly communicate financial and operational metrics to enable informed decision-making across the business.

Requirements

The Necessities

• 2-3+ years of relevant experience, with 2+ years at a top-tier investment bank strongly preferred.
• Exceptional financial modeling and analytical skills.
• Advanced Excel and PowerPoint skills are required.
• Strong attention to detail coupled with the ability to uplevel and simplify to drive clarity.
• Strong organizational skills including the ability to handle multiple projects simultaneously, and deliver exceptional work under tight timelines.
• Team player with excellent interpersonal, and written communication skills.
• Self-motivated with success in thriving in a dynamic and sometimes ambiguous environment.

The Extras

• Experience going through an IPO in a Strategic Finance or FP&A function is a plus.
• Financial accounting knowledge is a plus.
• Startup, FinTech, Tech, and/or Financial Services experience would be helpful.

This role will be based in our New York City office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $115K - $125K, plus performance base bonus. This position is eligible to participate 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.