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.

Position Overview

Woolpert is hiring a hiring a Traffic Engineer to join our dynamic Transportation team at any of our Pennsylvania offices. This position reports to the National Traffic Team Lead and is responsible for completing traffic signal design plans and Americans with Disabilities Act (ADA) services, in addition to, but not limited to signing and pavement marking plans, traffic control design, traffic impact studies, crash analysis, traffic calming designs, HOP reviews, etc.

Candidate is preferred to sit in one of our Pennsylvania offices (Harrisburg, Sharpsburg or King of Prussia). This is still a hybrid role and time in the office is negotiable. 

We are unable to provide visa sponsorship for this position.  Applicants must already possess work authorization in the country the job is located.

Qualified candidates may be eligible for a signing bonus of up to $5,000, based on experience and role alignment. Bonus eligibility is contingent upon 12 months of service and must be repaid if the employee leaves the company within one year of hire.

What You Will Do:

• Performs engineering computations, conducts evaluations, design analyses, and design development.
• Prepares reports, recommendations and opinions for approval.
• Aid in design or oversee staff in the design of projects.
• Applies standard engineering practices and techniques to adjust and correlate data; recognizes and resolves discrepancies in results and follows operations through a series of related steps or processes.
• Works as a member of project team in the development of data and/or applications.
• Willing and able to sign and seal plans in the State of Pennsylvania or the ability to file for reciprocity.
• Ability and willingness to work across geographies. This is in terms of work type, not necessarily required to travel.
• Able to help train and mentor less experienced staff.

What You Will Bring:

• Must have 4 years related experience.
• Bachelor’s degree in civil engineering required.
• Experience in the field of Traffic Engineering is required.
• PE License or the ability to obtain one is required.
• Experience in Civil 3D or Bentley/Microsoft products is required.
• Must be able to read, analyze and interpret basic scientific, technical, financial and legal documents.
• Must be able to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory and factor analysis.
• Must have average verbal and written communication skills for both internal and external relationships.
• Must be able to respond effectively to sensitive inquiries from clients, regulatory agencies, and/or members of the business community.
• Must have Microsoft Office suite skills.
• Must be familiar with discipline related software applications.

Benefits You Will Love

Certified as a Great Place to Work, Woolpert is one of the fastest-growing architecture, engineering, and geospatial companies in the world. With over 75 offices and countless projects around the globe, you’ll work on meaningful assignments that improve quality of life around the world. In addition to offering competitive pay, we provide employees with a robust set of unique benefits, including:

• Freedom to Work program: Set your own schedule and location (as appropriate).
• Principal program: Earn the opportunity to become an owner of the firm.
• Flexible paid time off/vacation: Take time off when it makes sense for you and your team.
• Career development: Explore a wide range of learning and growth opportunities within and across industries.
• Health, life, vision, and dental insurance: Cover all your medical bases.
• Paid sick time, retirement plan, fitness reimbursement, pet insurance, identity protection, technology stipend, employee assistance program, and more!

#LI-MK1

#LI-Hybrid

Roadway Project Engineer

We have an exciting career opportunity for a Project Engineer with our Civil Roadway team. The ideal candidate has experience with civil transportation design and comprehensive knowledge of roadway projects and developing plans in accordance with local DOT standards. 

Location

This position will be a hybrid position in any of our Pennsylvania offices including Allentown, King of Prussia, Pittsburgh, Pottsville, or Wilkes-Barre.

The Impact You Will Have

• Create and execute project work plans
• Manage project teams, accountable for budget and schedule
• Mentor junior staff
• Contribute to Division strategic growth initiatives and collaborate on regional growth strategy
• Interacting with clients, agencies, and other project stakeholders, including the DOT
• Represent Benesch at industry and professional engagement events
• Ability to identify opportunities and lead strategic project pursuits
• Interacting with clients, agencies, and other project stakeholders

What We Are Looking For

• A minimum of 4 years of diverse and progressive civil transportation design experience
• Licensed PE in the state of PA or planning to obtain licensure in the near future
• B.S. Degree in Civil Engineering
• Experience working with public agencies, private entities and/or municipalities
• Progressive experience with developing plans specifications, and submissions per DOT standards and requirements
• Excellent communication and client relation skills
• Strong organizational skills with a track record for adhering to design budgets and schedules
• Advanced use of CADD and assure compliance with project CADD standards
• Ability to work independently and develop task deliverables in a complete and reviewable manner 

#LI-LM1

Structural Project Engineer

Our Pottsville office is looking to hire a Structural Project Engineer. The ideal candidate will be a licensed PE in Pennsylvania, have a minimum of 6 years of experience and will work within a team of professionals designing, load rating and inspecting bridge structures preferably with PennDOT and PTC. We are looking for someone who is highly and internally motivated, wants to work on complex and engaging projects, and desires increasing levels of responsibility. The successful candidate must be enthusiastic, a team player and looking to advance their career.

Location 

This position will have a hybrid work schedule and, when in the office, will work from any of our Pennsylvania offices. 

The Impact You Will Have

• Serve as lead engineer on a variety of bridge replacement and rehabilitation projects
• Mentor junior staff and assist with the growth and development of the structural staff in the Pottsville office
• Prepare and review structural and geometrical calculations for bridge design projects
• Assume responsibility for assigned design calculation files and plans assuring adequate independent QC reviews on that work
• Manage the process of compiling and coordinating plans, specifications, cost estimates and pay items in accordance with PennDOT/PTC standards
• Prepare and review bridge load rating reports to PennDOT/PTC design standards
• Plan and perform bridge inspections to PennDOT/PTC design standards
• Prepare and review bridge inspection reports to PennDOT/PTC design standards
• Coordinate the above tasks with the Project Manager
• Lead structural designers and inspectors on bridge design, load rating and inspection projects

What We Are Looking For

• B.S. Degree in Civil Engineering or related discipline required
• PE License in Pennsylvania or ability to obtain through reciprocity
• Certified Bridge Safety Inspector (CBSI) – not required, but preferred
• Minimum of 6 years of bridge design, load rating and inspection experience
• Experience working with PennDOT, PA Turnpike, PTC and/or municipalities
• Excellent communication and client relation skills
• Progressive experience with developing contract and utilizing MicroStation Connects, Open Roads and Open Bridge Design software

#LI-LM1

#L

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 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?

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?

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?

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?

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 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.