Jobs at Vestwell

Provide high-quality support to plan sponsors and advisors via phone and email, manage a book of business, resolve client issues, create and track tickets, collaborate cross-functionally, share product feedback, host webinars, and adhere to service level standards to ensure client satisfaction.

The Director of Enterprise Relationship Management will oversee strategic partnerships, enhance partnership success, and drive revenue growth through effective relationship and program management.

The Associate, Payroll Operations ensures payroll accuracy by resolving operational issues, managing workflows, and collaborating across teams while adhering to compliance frameworks.

Lead end-to-end brand design across campaigns, events, digital, and sales collateral. Manage high-volume requests, maintain design systems, produce web/email/social assets, support product UI, and coordinate vendors and design operations.

Lead and grow an AI engineering organization to design, build, and operate production-grade AI services. Define architecture, drive execution, implement RAG, agents, and orchestration, ensure reliability, observability, and CI/CD, and partner with Product, Data, Security, and business stakeholders while recruiting and mentoring engineers.

Manage end-to-end onboarding of 401(k)/403(b) plans from sale through platform conversion. Serve as primary client advocate, coordinate with advisors, sponsors, prior recordkeepers and internal teams, track timelines and SLAs, and provide plan design training and implementation support.

Drive new business by prospecting, qualifying, and closing retirement plan sales with financial advisors across a regional territory. Manage full sales cycle, maintain pipeline, hit KPIs/quota, use MEDDPICC methodology, collaborate with RVPs and cross-functional teams, and leverage Salesforce and sales tools to scale repeatable processes.

Manage and retain top employer clients and pooled plans, handle inbound inquiries and change orders, conduct proactive outreach and client reviews, collaborate cross-functionally, create processes and playbooks, provide coverage to other service teams, document interactions, and escalate compliance or legal issues as needed.

Lead cross-functional initiatives to design scalable operational processes and system requirements. Drive roadmap prioritization, stakeholder engagement, documentation standards, and data-driven process optimization to improve efficiency and operational scalability in a retirement/financial services context.

Lead cross-functional program management to define operational and systems strategy, prioritize and execute a scalable roadmap, optimize processes, oversee governance and documentation, and use data-driven insights to improve efficiency and client experience across retirement and benefits platforms.

Support the VP of National Sales by building scalable dashboards and executive reporting, conducting ROI and sales-cycle analyses, managing discount budgets and commission workflows, and drafting strategic planning materials to scale the go-to-market model and identify growth opportunities.

The Director of Product Marketing will create promotional materials, strategize product launches, and support sales efforts, requiring a strong understanding of financial services.

The Business Development Associate will drive lead generation, manage a sales pipeline, and convert leads into sales for retirement solutions, mainly through collaboration with financial advisors.

The Staff Software Engineer will develop and support product features, enforce coding best practices, mentor junior engineers, and contribute to architectural decisions in a fintech environment.

Consult with plan sponsors to design and document compliant retirement plans. Interpret ERISA/DOL/IRS rules, draft and maintain plan documents, manage large document projects, and partner with onboarding, product, and operations to automate and scale plan document processes.

The Senior Associate will manage the onboarding process for plan sponsors and financial advisors, ensuring a smooth transition to Vestwell's platform while collaborating cross-functionally and providing project management support.