Top Tech Jobs & Startup Jobs in NYC, NY

Drive new business by prospecting, qualifying, and closing retirement plan sales with financial advisors across a regional territory. Manage full sales cycle, maintain pipeline, hit KPIs/quota, use MEDDPICC methodology, collaborate with RVPs and cross-functional teams, and leverage Salesforce and sales tools to scale repeatable processes.

Manage and retain top employer clients and pooled plans, handle inbound inquiries and change orders, conduct proactive outreach and client reviews, collaborate cross-functionally, create processes and playbooks, provide coverage to other service teams, document interactions, and escalate compliance or legal issues as needed.

Lead cross-functional initiatives to design scalable operational processes and system requirements. Drive roadmap prioritization, stakeholder engagement, documentation standards, and data-driven process optimization to improve efficiency and operational scalability in a retirement/financial services context.

Lead cross-functional program management to define operational and systems strategy, prioritize and execute a scalable roadmap, optimize processes, oversee governance and documentation, and use data-driven insights to improve efficiency and client experience across retirement and benefits platforms.

Support the VP of National Sales by building scalable dashboards and executive reporting, conducting ROI and sales-cycle analyses, managing discount budgets and commission workflows, and drafting strategic planning materials to scale the go-to-market model and identify growth opportunities.

The Director of Product Marketing will create promotional materials, strategize product launches, and support sales efforts, requiring a strong understanding of financial services.

The Business Development Associate will drive lead generation, manage a sales pipeline, and convert leads into sales for retirement solutions, mainly through collaboration with financial advisors.

The Staff Software Engineer will develop and support product features, enforce coding best practices, mentor junior engineers, and contribute to architectural decisions in a fintech environment.

Consult with plan sponsors to design and document compliant retirement plans. Interpret ERISA/DOL/IRS rules, draft and maintain plan documents, manage large document projects, and partner with onboarding, product, and operations to automate and scale plan document processes.

The Senior Associate will manage the onboarding process for plan sponsors and financial advisors, ensuring a smooth transition to Vestwell's platform while collaborating cross-functionally and providing project management support.