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Director, Enterprise Relationship Management
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Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
Vestwell is expanding and we’re excited to onboard a Director of Enterprise Relationship Management to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter.
What Will You Be Doing?
Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.
Day-to-Day You 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.
OUR BENEFITS
We’re an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Ready to apply?
Apply to VestwellEnterprise Relationship Manager
Share this job
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
Vestwell is expanding and we’re excited to onboard a 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.
OUR BENEFITS
We’re an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Ready to apply?
Apply to Vestwell
Environmental Project Manager
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Are you highly motivated, hard-working, and seeking to join a growth-focused consulting & engineering firm? Are you looking for a company that will invest in your development and grow your professional skills? If so, consider a career with Apex!
Powered by record sales, extraordinary client retention, strategic acquisitions, and an entrepreneurial spirit, Apex Companies is one of the fastest growing engineering and environmental consulting firms in the US. We were recently recognized by the Zweig Group as one of the fastest growing firms in the AEC industry. We take pride in providing our clients with exceptional service and have earned numerous awards for project excellence. We continue to grow, and we want you to grow with us.
Your Responsibilities as a Project Manager:
- Lead and manage a diverse portfolio of environmental projects.
- Write and review technical reports and proposals.
- Prepare and deliver marketing presentations.
- Hire and manage subcontractors.
- Mentor and train scientific staff; potential to manage direct reports.
- Support growth focused approach to client communications.
- Ensure quality work product.
- Ensure safe performance of project work.
- Source for new business opportunities.
What we're looking for:
- 5+ years of relevant environmental experience.
- Ideal candidate will have a book of business surrounding remediation and environmental investigation projects.
- Additional certification strongly desired (e.g. PG, LSRP, PE, etc.)
- Demonstrates proficiency in applicable regulations and guidance (e.g. PADEP, NJDEP, NYSEC, etc.)
- Proficient in generating a work product, with staff Scientist support, compliant with applicable regulatory and company protocols/SOPs, that requires minimum revision by a Senior reviewer.
- Ability to manage a project to completion, within the project budget.
- Identifies out of scope tasks/effort, qualifies value, and secures change order approval.
- Compliance with billing schedules, Accounts Receivable management, and other financial SOPs for the purpose of increasing cash flow and decreasing WIP.
- Communicate plan, schedule, and status utilizing company procedure/SOP.
- Consistently plans and organizes workflow to minimize last minute demands on company resources.
- Ability to provide Senior management with accurate 3-month projections of resource needs (total staff hours, subcontracted cost) to implement contracted work in their projects.
- Ensures Company and subcontractor contracts are in‐place and utilized.
- Eliminates barriers and drives projects to completion with weekly oversight/direction from Senior management.
- Develops new opportunities with existing clients with direct involvement of Senior management.
- Projects technical competence and regulatory knowledge to generate confidence with client and project team.
- Familiarity with Deltek Vantagepoint, DOMO, and HubSpot desired but not required.
- Needs to be regionally located near Philadelphia
Why you'll love working with us:
- Company-subsidized medical and dental
- Company-paid life, short, and long-term disability
- 401k match, tuition assistance, and more
- Cross-training and the ability to work on a variety of projects
- Performance-based bonuses or other incentives
- Working with the best and brightest in the industry
- 2,000+ employee national firm with 70+ locations across the US.
#LI-MW1
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Apex Job Title: Project Manager |
Req ID: 11341
We believe in equality for all and celebrate the diversity and differences of our employees, customers, and communities. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Apex aims to make apexcos.com accessible to all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, please contact Talent@apexcos.com or (301) 417-0200. Likewise, feel free to reach out to us if you would like to view or discuss Apex policy related to equal employment opportunity or have any related concerns. EO/AA/VEV/Disabled Employer
TO ALL RECRUITMENT AGENCIES: Apex Companies does not accept unsolicited agency resumes. Please do not forward resumes for any of our job postings to our career’s sites, or to any employees of Apex Companies or affiliates. Apex Companies is not responsible for any fees related to unsolicited resumes.
Ready to apply?
Apply to Apex Companies