Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
As a Manager, Saver Operations, you will lead a team of 4-7 Operations Associates responsible for processing distributions and loans from retirement plans as well lead the Gradifi Operations team. Your role will focus on ensuring accuracy, efficiency, and compliance while optimizing workflows and providing guidance to your team. You will collaborate closely with internal teams to enhance operational effectiveness and deliver an exceptional experience to participants.
What Will You Be Doing?
Team Leadership & Performance Management:
- Lead, mentor, and support a team of 4-7 Operations Associates.
- Set performance expectations, track key metrics, and conduct regular performance reviews.
- Provide hands-on coaching and training to ensure team members develop expertise in distributions and loans processing.
- Foster a culture of accountability, accuracy, and continuous improvement.
Operational Oversight & Quality Assurance:
- Ensure timely and accurate processing of participant requests for distributions and loans in partnership with the Financial Crimes Compliance team.
- Supervise the student loan verification, contribution remittance, and operational processes for the Gradifi product line.
- Monitor and enforce adherence to company policies, regulatory requirements, and quality standards.
- Review team performance against SLAs and implement process improvements as needed.
- Manage escalations and complex cases, ensuring efficient resolution and participant satisfaction.
- Oversee special transactions, straight-through-processing, and ad-hoc projects.
Process Improvement & Collaboration:
- Identify and implement process enhancements to increase efficiency and accuracy.
- Collaborate with cross-functional teams, including compliance and customer support, to refine workflows.
- Provide insights and recommendations to improve operational procedures and participant experience.
- Ensure proper documentation and tracking of participant interactions within Jira and other systems.
Requirements
- 3+ years of experience in operations, financial services, or retirement plan administration.
- 1-2 years of leadership or team management experience.
- Strong understanding of retirement plans, distributions, and loan processing.
- Experience with Jira, Zendesk, Aircall, or similar task management and CRM software.
- Excellent organizational skills and ability to manage multiple priorities effectively.
- Strong analytical and problem-solving abilities with attention to detail.
- Effective communication skills, both verbal and written, to support coaching and collaboration.
This role can be based in Vestwell’s NYC or King of Prussia office, and will be expected to report to the office in a hybrid schedule.
The expected base salary range for this position is $85K - $95K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Top Skills
Vestwell New York, New York, USA Office
Vestwell's office is located near the heart of NYC. We're a short walk from Times Square and Bryant Park, with plenty of trendy (and tasty!) restaurants nearby.
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