Investment Coordinator

| Greater NYC Area
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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 services partners with the help of payroll providers. We make the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.  

As a result, financial advisors get to provide the advice and solution that employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution design for their needs without the headache, and employees get a user-friendly portal that helps them achieve their long-term saving goals.
WHY VESTWELL?

With backing from leading Fintech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-yr old industry. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun.
WHO ARE WE LOOKING FOR?

We are seeking an enthusiastic and highly organized professional to join our team as an Investment Coordinator. This person will be responsible for coordinating the setup of investment products and programs with our partner custodians, advisors, fund/insurance companies and investment managers. The job requires an extreme attention to detail and ability to track multiple projects and communicate with 3rd parties within tight timeframes.

WHAT WILL YOU BE DOING?

In this position you’ll be responsible for a number of items, as it pertains to the investment management operational oversight and implementation. The job responsibilities will include, but not limited to:

  • Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis
  • Coordinate with our custody partners to ensure the appropriate selling agreements are in place
  • Liaise with Fund and Insurance companies to ensure appropriate selling agreements are in place at the provide and plan levels
  • Work with 3rd party investment managers and advisors to define onboarding and ongoing requirements
  • Ensure investment performance and fact sheets are updated regularly
  • Lead due diligence process for Vestwell’s in-house 3(38) offering

REQUIREMENTS

The Necessities

  • Excellent communication skills across internal stakeholders and demanding external partner groups
  • Passion for learning and applying new concepts, and bridging information where continued processes development is key 
  • Self-managing around tight deadlines and consistent delivery for perfect execution at a pace most firms cannot keep up with
  • Detail-oriented, with technical expertise  in Excel and process management tools

The Extras

  • Series 65
  • Previous experience within financial services, with a focus on investment operations and fund implementation
  • CFA charterholder, or candidate

BENEFITS  

We’re a growth-stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage and an open vacation policy. We also have a bright, comfortable office with lots of workspace options in midtown Manhattan so you can be as productive as possible, and we hope to be back there once we’ve beaten this virus. In the meantime, we provide the team with all the equipment they need (plus a few perks) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

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Location

While we're remote-first through the summer of 2021, Vestwell is located in the heart of NYC, adjacent to Times Square.

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