Jobs at Vestwell
12

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Plan Compliance Specialist

Vestwell
Greater NYC Area
1 day ago
+17
Vestwell is expanding and we’re excited about adding a 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 reviews and administering the 5500 process.

Executive Assistant

Vestwell
Greater NYC Area
4 days ago
+17
Vestwell is expanding and we’re excited about bringing onboard an Executive Admin/Office Manager to our team who can assist our CEO and exec team and help the office run smoothly on a day-to-day basis. 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.

Marketing Intern

Vestwell
Greater NYC Area
6 days ago
+17
Monitoring industry trends to help determine content strategy. Creating metrics reports to assess progress. Planning webinars and trainings. Client and prospect gifting. Driving social media through posts and tracking. Overseeing weekly newsletters including analytics. Planning internal events and celebrations.

Senior Full Stack Engineer

Vestwell
Greater NYC Area
1 week ago
+17
Collaborate closely with our Senior Technical Architect and the rest of the Vestwell team to build out the front end services that our clients interact with every day. Work with both engineering and product teams to drive solution design. Create complex logical frameworks, workflows, RESTful API endpoints, and JSON formats to exchange key data with the rest of the platform. Write new services, including financial API integrations, maintain existing services, write tests, & yes, fix bugs. Help plan, automate and scale our infrastructure. Provide production support at times and train the junior engineers.

Strategic Relationship Manager

Vestwell
Greater NYC Area
1 week ago
+17
Vestwell's Relationship Management team is responsible for ensuring that our clients are continuously receiving and recognizing value from the retirement platform we are building. The Relationship Manager will work closely with clients to understand their business objectives and develop success plans that enable Vestwell to meet those objectives. As the primary driver of client intelligence, the Relationship Manager role will be responsible for distributing relevant client context across the company specifically to product development and leadership and managing expectations accordingly. This role requires ownership and accountability of the strategic enterprise client through elements of business development, relationship management, and program/project management. This role will report into the Head of Client Services and Operations.

Plan Compliance Associate

Vestwell
Greater NYC Area
1 week ago
+17
Who are we? Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone’s best interest, including financial advisors, companies and employees. Why Vestwell? Vestwell is at the forefront of a wave of change in a $11 trillion 401(k) market; creating a new

Sales Engineer

Vestwell
Greater NYC Area
1 week ago
+17
Vestwell is looking for a Sales Engineer that will be engaged in interactive sales discovery meetings, analysis of potential customers' current technology and architecture, operational and business needs; and working with our Sales, Product, and Engineering teams to determine appropriate Vestwell solutions. The Sales Engineer will lead deep-dive technical discussions with customers to enable relevant stakeholders, from C-level to the technology user, to understand how Vestwell's platform can benefit them. The ideal candidate will be both sales focused and technically savvy. This role will report to our SVP, Operations, and Platform.

Operations Associate

Vestwell
Greater NYC Area
1 week ago
+17
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.

Client Services Associate

Vestwell
Greater NYC Area
1 week ago
+17
Work directly with clients to effectively manage their needs. Communicate via telephone and email to address client issues. Obtain and process all client information and transactions- including rollover, loans, and distribution requests. Answer client questions or concerns in a timely, informative, and professional manner (within 24 hours). Maintain all internal SLA’s of inbound tickets. Where needed, outbound communications with clients to proactively communicate client issues around payroll, or administration of the plan. Calmly handle customer complaints and work to find solutions. Seek assistance and escalate issues. Work with and report progress to the VP of Client Services. Perform basic administrative tasks and clerical duties as necessary. Exhibit expert knowledge regarding the products and services offered. Work according to set standards and operating procedures.

Senior Digital Marketing Associate

Vestwell
Greater NYC Area
2 weeks ago
+17
We are on the hunt for an experienced Digital Marketer to manage Vestwell’s digital sales and marketing efforts including lead generation, customer acquisition, and ongoing engagement. The digital marketer will leverage technology (Pardot, Salesloft, and Salesforce) to create an automated lead gen engine and enhance our customer communication strategy. S/he will also our drive social media to further secure Vestwell’s position as an industry thought leader and drive engagement amongst the retirement community.

Client Success Manager

Vestwell
Greater NYC Area
2 weeks ago
+17
Vestwell is expanding and we’re excited about adding a Plan Sponsor Relationship 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.

Manager, Plan Compliance

Vestwell
Greater NYC Area
2 weeks ago
+17
Vestwell is expanding and we’re excited about adding a Manager to our lead our Plan Compliance 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 5-10 years working with advisors, sponsors, recordkeepers and/or TPAs running plan designs, ADP/ACP Testing, Profit Sharing calculations and administering the 5500 process.