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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
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:
Requirements
The Necessities
The Extras
Program Benefits
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.
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 VestwellVestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
The 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?
Requirements
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.
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 VestwellVestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
The 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?
Requirements
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.
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 VestwellVestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
We are seeking an energetic and reliable professional to join our team as an Employer Services 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?
Requirements
The Necessities
The Extras
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.
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 VestwellVestwell 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 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
The Extras
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.
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 VestwellVestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
The 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?
Requirements
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.
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 VestwellVestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
The 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?
Requirements
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.
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 VestwellVestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
We’re 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:
Requirements
The Necessities
The Extras
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.
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 VestwellThe Hair Color Bar Assistant at Madison Reed Hair Color Bar supports the Licensed Colorists and Shift Lead to provide a seamless guest experience from arrival to departure as you learn the services and work towards your next role. You love beauty and hair color, and you pride yourself on helping guests find the best color for them and executing their service with perfection.
The Madison Reed Hair Color Bar Assistant is the expert on Madison Reed consultations, hair care products, shampooing and conditioning, blowout services, unlimited roots membership program and subscriptions while learning and practicing services offered. Learning how to connect with guests and fellow team members to foster a focused and friendly work environment, meet the demands of a busy day, keeping the environment clean and organized while building relationships and supporting each other, the Hair Color Bar Assistant is in training for promotion to Licensed Colorist. #livelifecolorfully
This role reports to the Manager, can be full or part time depending on business needs and requires availability at peak times to best serve our guest needs.
At Madison Reed, we aim to pay competitively. Compensation for this role consists of base hourly pay, commissions, and tips. Potential earnings for this location range from $23 - $24 per hour. Actual compensation contingent on factors including Hair Color Bar performance, tenure, and time behind the chair.
Physical Demands: While performing the duties of this position, team members will regularly stand, walk for four plus consecutive hours; repetitive and regular bending and twisting at the waist; manipulating fingers and hands, bend and reach wrists and arms, reach with hands and arms or move up to ten pounds. May occasionally sit, kneel, stoop, crouch, and lift, push, pull up to ten pounds. Additionally, team members will communicate regularly with guests via ongoing conversations and consultations.
*Additional benefits may be available depending on geographic location
Physical Demands: While performing the duties of this position, team members will regularly stand, walk for four plus consecutive hours; repetitive and regular bending and twisting at the waist; manipulating fingers and hands, bend and reach wrists and arms, reach with hands and arms or move up to ten pounds. May occasionally sit, kneel, stoop, crouch, and lift, push, pull up to ten pounds. Additionally, team members will communicate regularly with guests via ongoing conversations and consultations.
Equal Opportunity Statement Madison Reed is an equal opportunity employer. We are committed to recruiting, training, compensating, and promoting our employees regardless of race, color, religion, sex, disability, national origin, age, sexual orientation, gender identity or expression, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. Inclusion is at the heart of what we do, from the way we craft our job descriptions to the values we espouse daily.Pay Transparency The posted pay range for this role represents the expected compensation for this position. Actual offers are determined by a number of factors including the applicant's experience, skills, and location.Background Checks & Fair Chance We comply with all applicable Fair Chance Ordinances and will consider qualified applicants with arrest and conviction records in accordance with the San Francisco Fair Chance Ordinance and other applicable laws within the city, county, and state candidates are located.Accommodations We value inclusion and are pleased to provide reasonable accommodations to complete the interview process. If you require an accommodation, please contact hiring@madison-reed.com as early as possible.
Note to Recruiters Madison Reed does not accept unsolicited resumes from staffing vendors or search firms and does not pay fees for any such resumes. All unsolicited resumes are considered the property of Madison Reed.
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