Strategic Solutions Manager at Vestwell

| Greater NYC Area
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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 platform that lowers fees and ensures that individuals retire wealthier. We’ve raised some money from great investors in the Fintech and Finserv world to achieve this goal and are already getting a great response from customers.

Who are we looking for?

Vestwell is expanding and we’re excited about bringing onboard a Strategic Solutions Manager to work with our Enterprise Relationship Management team. At a high level, we’re looking for someone who has great communication and problem solving skills along with the proven ability of juggling multiple priorities at once.

What will you be doing at Vestwell?

Vestwell's Enterprise team is responsible for ensuring that our larger clients are continuously receiving and recognizing value from the retirement platform we are building. The Solutions Manager will work closely with clients to understand their business objectives and develop success plans that enable Vestwell to meet those goals. As we are early on in a lot of these relationships, the Solutions Manager's primary responsibility will focus on coordinating the implementation of these large enterprise clients.  Longer term this role requires ownership and accountability of the strategic enterprise client through elements of business development, relationship management, and program/project management.

Day-to-day you will be expected to:

  • Work closely with senior client sponsors to agree onboarding/conversion goals, responsibilities, SLAs and overall timetable
  • Developing detailed implementation plans, including design, tech configuration, data conversion, training and QA reviews
  • Conducting regular implementation reviews with the client onboarding team, identifying risks and mitigations
  • Working  across multiple teams within Vestwell (Product, Engineering, Technology, Finance, Operations, Legal etc.) to manage the implementation of Vestwell’s solution, tracking dates and responsibilities
  • Proactively managing, and communicating client and Vestwell expectations, both internally and externally (PMO)
  • Providing proactive updates to enterprise clients and timely resolution of issues, as they arise
  • Ensuring the timely and successful delivery of our solutions according to clients’ needs and objectives
  • Communicating clearly the progress of monthly/quarterly initiatives to internal and external stakeholders

Requirements

The Necessities

  • 5+ years experience in a client-facing Retirement/Wealth Management / Advisory, or as a Customer Success / Relationship Manager at a Financial Services SaaS company
  • 5+ years of project management / client onboarding experience including setting targets, KPIs and reporting progress
  • Proven track record of setting up and managing onboarding of new client solutions (incl data conversion, QA, training and testing)
  • Strong analytical, and problem-solving skills
  • Strong organizational, multitasking and prioritization skills 
  • Excellent written and verbal communication skills
  • Self-starter who is extremely organized and detail oriented
  • Strategic and outside of the box thinker

The Extras

  • Experience within the retirement (401K) space

Benefits

We’re an early stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage, an open vacation policy, coffee, cappuccino & healthy snacks, and a bright, comfortable office with lots of workspace options so you can be comfortable and as productive as possible. And naturally we have a great 401(k) plan!

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Technology we use

  • Engineering
  • Sales & Marketing
    • PythonLanguages
    • ScalaLanguages
    • SqlLanguages
    • SalesforceCRM

Location

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

An Insider's view of Vestwell

What are some social events your company does?

Vestwell does a wide array of social events. Before COVID, some of my favorites included a day trip to a vineyard in upstate NY, the Engineering team outing to Barcade, and the company holiday party. Since we went remote, some of our virtual events have included trivia, a tour of the Musee d’Orsay, and a pasta-making tutorial.

Karan

Jr. Software Engineer

How do you collaborate with other teams in the company?

I'm most impressed with the successful, enthusiastic collaboration that happens every day. In my role in Relationship Mgmt., I'm working with teams across Vestwell. I often bring unusual, time-sensitive, and high priority requests to my colleagues. I always hear "YES". "Yes, I can help.", "Yes, we can do this.", " Yes, we can figure this out".

Melanie

Strategic Relationship Manager

How do your team's ideas influence the company's direction?

Vestwell is an amazing place to work. There is a clear vision and everyone works hard to achieve it without sacrificing culture. We are building something that is truly going to help people by making it easier to save for retirement. It's a pleasure to work with such a talented, driven, fun team every day. The snacks and ping-pong are a nice touch!

Jordan

Product Manager

What are Vestwell Perks + Benefits

Vestwell Benefits Overview

We value health and wellness at Vestwell and, as such, offer competitive health coverage, an open vacation policy, coffee, cappuccino & healthy snacks, and a bright, comfortable office with lots of workspace options so you can be comfortable and as productive as possible. And naturally we have a great 401(k) plan!

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Diversity
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Our remote work program includes work from home on Fridays.
Family Medical Leave
Adoption Assistance
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Vestwell hosts lunch and learn meetings once per month.
Cross functional training encouraged
Promote from within
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications
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