Jobs at Vestwell
10

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Implementations Specialist

Vestwell
Greater NYC Area
4 days ago
+55
Manage all aspects of the installation process and successful transition of new plans onto the Vestwell platform. Coordinate with financial advisors, plan sponsors, prior record keepers, and/or third party administrators to determine conversion timeline, action items with delivery dates for all parties, and communicate overall project status to all interested parties. Ensure collaboration with all internal teams to meet expected timelines. Conduct bulk plan conversions in coordination with our partners and clients. Support the creation and maintenance of the wiki and knowledgebase.

Sales Operations Manager

Vestwell
Greater NYC Area
1 week ago
+55
Vestwell is expanding and we’re excited about adding a Client Success Manager to our client-facing team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for someone to be the primary point person for guiding a plan sponsor through the process of onboarding and administering their plan with Vestwell. Ideally, you have spent 3-8 years working with advisors, sponsors, recordkeepers and/or TPAs doing plan designs and managing the conversion and onboarding process.

Marketing Automation & Operations Manager (Digital)

Vestwell
Greater NYC Area
1 week ago
+55
We are on the hunt for an experienced Marketing Automation and Operations Manager to oversee Vestwell’s execution of digital tactics from acquisition through retention. By leveraging technology (Pardot, SalesLoft, and Salesforce), s/he will create a successful top-of-the-funnel lead generation strategy through email, SEO, SEM, social media, etc. as well as post-conversion loyalty through ongoing digital communication. S/he will also be responsible for reporting across all channels to evaluate and improve effectiveness. An ideal candidate has experience with marketing automation including building, implementing, and evaluating campaigns across multiple demographics. S/he should see digital channels as an effective outlet for owning thought leadership and have a proven track record of leveraging campaigns that drive engagement. Perhaps more importantly, all candidates should count detail oriented, articulate, efficient, and creative amongst their most valuable assets. Last, but certainly not least, the person we hire must embody an entrepreneurial spirit and be driven by the fast paced, challenging, and collaborative environment of a growing start-up.

Client Success Associate

Vestwell
Greater NYC Area
2 weeks ago
+55
We are seeking an energetic and reliable professional to join our team as a Client Service Associate. Successful candidates will be responsible for answering incoming client emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.  Our Associates are often the first point of contact for customers, so we are interested in hiring individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.

Retirement Plan Compliance Specialist

Vestwell
Greater NYC Area
2 weeks ago
+55
Vestwell is expanding and we’re excited about adding a Retirement Plan Compliance Specialist to our client-facing team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for someone to lead our effort to administer retirement plans to the Vestwell platform. Ideally, you have spent 3-8 years working with advisors, sponsors, recordkeepers and/or TPAs running plan designs, annual non-discrimination testing, and preparing government reporting.

Marketing Intern

Vestwell
Greater NYC Area
2 weeks ago
+55
WHO ARE WE? Vestwell believes that all Americans should have easy access to a retirement account which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. By combining the expertise of an advisor with the sophistication of a technology provider, we’ve modernized the retirement offering while removing traditional friction points. As a result, advisors get an easy button for expanding their business,

Product Manager

Vestwell
Greater NYC Area
3 weeks ago
+55
WHO ARE WE? Vestwell believes that all Americans should have easy access to a retirement account, which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans.  We have built a digital-first platform designed to reset the bar to power a $30T industry.   Our focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of our financial

Senior Fullstack Engineer

Vestwell
Greater NYC Area
3 weeks ago
+55
Extending core business logic within a shared backend codebase. Architecting, modifying, and working with SQL-based Databases. Developing, maintaining, and supporting automation test suites. Experience building, specifying, and consuming RESTful APIs. Working closely with Product, QA, and other Engineers, in a cross functional vertical team, and a willingness to play any role necessary within that team.

Client Success Manager

Vestwell
Greater NYC Area
3 weeks ago
+55
Vestwell is expanding and we’re excited about adding a Client Success Manager to our client-facing team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for someone to be the primary point person for guiding a plan sponsor through the process of onboarding and administering their plan with Vestwell. Ideally, you have spent 3-8 years working with advisors, sponsors, recordkeepers and/or TPAs doing plan designs and managing the conversion and onboarding process.

Operations Associate

Vestwell
Greater NYC Area
3 weeks ago
+55
Vestwell is expanding and we’re excited about bringing onboard an Operations Associate to our operations team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for someone who has insane levels of attention to detail and proven ability of juggling multiple priorities at once. You will be key to powering transactions on the platform and ensuring it runs at full speed. We’re a startup… so a self-starter mentality comes first and foremost. You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems.