Teams at Vestwell

Leads channel marketing strategy and integrated campaigns across enterprise, advisor, and special-market partners. Develops joint go-to-market plans, co-branded campaigns, sales enablement materials, events, and partner toolkits. Manages compliance reviews, agencies, vendors, and cross-functional stakeholders while tracking pipeline, launches, engagement, and asset performance. Serves as the marketing lead for partnership sales and relationship management teams and mentors marketing staff.

The Business Development Representative generates qualified sales pipeline for Vestwell’s financial advisor channel through outbound prospecting, account research, discovery, qualification, and relationship building. Responsibilities include using phone, email, LinkedIn, Salesforce, and Salesloft; maintaining accurate CRM records; communicating value propositions; handling objections; participating in coaching; and consistently meeting performance goals. This six-month development role prepares high-performing representatives for full-cycle sales positions.

Supports Level 2 escalations for strategic clients servicing 401(k) plans on Vestwell’s platform. Owns complex issues from intake through resolution, collaborates with Operations, Product, Engineering, and Compliance, communicates updates to stakeholders, maintains case documentation, monitors service levels, and identifies recurring issues for process and platform improvements.