Vestwell
Digital platform for retirement and savings plans
Vestwell builds a savings platform offering retirement plans like 401(k)s, 403(b)s, IRAs, and additional solutions for education, emergency, and disability savings. It serves employers, financial advisors, institutions, payroll providers, and governments, managing over $50B in assets for 2M+ savers. The platform streamlines administration, ensures compliance, and integrates with payroll to make saving accessible and close the U.S. savings gap.
Senior Associate, Program Management
Drive operational efficiency and process optimization as a liaison between business units. Lead cross-functional initiatives, develop roadmaps, and leverage data to improve systems and scalability in financial services.
Senior Manager, Program Management
Lead cross-functional program management and operational strategy initiatives. Drive process optimization, roadmap execution, and data-informed decision-making across business and technology teams.
Associate, Conversions
Manage operational aspects of plan conversions and deconversions onto Vestwell's retirement savings platform, coordinating with advisors, sponsors, and custodians while handling asset transfers, trade settlements, and client data in CRM systems.
Associate, Custody Operations
Custody Operations Associate responsible for daily cash/wire processing, trade settlement, reconciliation, and operational corrections on retirement savings plans. Requires a Finance or Accounting degree and strong Excel skills.
RVP, National Sales
Drive retirement plan sales and strategic partnerships across an assigned region for a fintech platform. Build pipeline, conduct demos, exceed revenue targets, and travel 50-70%. Requires 5+ years B2B sales experience in retirement or fintech.
Implementations Manager
Manage end-to-end onboarding of 401(k)/403(b) plans for plan sponsors and advisors, coordinating with recordkeepers and internal teams while using tools like Jira and Asana. Requires 2-4 years of retirement plan implementation experience and strong project management skills.
Senior Associate, Implementations Onboarding
Manage end-to-end onboarding of retirement plans for sponsors and advisors, coordinating conversions and serving as primary client advocate. Requires 2-4 years project management experience and proficiency with operational tools.
Senior Brand Designer
Senior Brand Designer owning creative execution across campaigns, events, web, email, social, and sales collateral. Manages multi-workstream design queue and maintains brand systems in a fast-paced B2B SaaS environment.
Associate, Payroll Implementations
The Payroll Implementation Associate supports Vestwell clients by coordinating with payroll systems to ensure frictionless payroll implementation. This entry-level role requires strong attention to detail, project management skills, and the ability to manage multiple priorities in a hybrid work environment.
Associate, Payroll Operations
The Associate, Payroll Operations will be responsible for independently identifying, investigating, and resolving complex, high-priority payroll and data integrity issues, ensuring compliance and client satisfaction. This role requires strong analytical skills and attention to detail.
Coordinator, Plan Documents
The Coordinator, Plan Documents will support the Document Compliance Team within the Retirement Services Division, assisting with plan document drafting, amendments, restatements, and plan setup. This role involves close collaboration with various internal teams and requires strong attention to detail and project management support.
Finance Manager
Finance Manager partnering with GTM teams on budgeting, sales commissions, KPI dashboards, and FP&A deliverables in a fintech environment. Requires 5+ years experience, CPA license, US GAAP, and Salesforce.
Coordinator, Client Services
Energetic professional handling client inquiries, resolving issues, and managing relationships with advisors and plan sponsors for a fintech retirement savings platform. Requires strong customer service skills and proficiency in office productivity tools.
Senior Manager, Vestwell Service Center
Lead a 10-person 529/ABLE service team, driving efficiency, performance, and product feedback in a regulated fintech environment. Requires 4-7 years managing service/ops teams and strong analytical skills.
Director, Product Marketing
Lead product marketing efforts at a fintech company, developing positioning, launching new products, and creating sales enablement materials for retirement and savings products. Requires 7+ years B2B product marketing experience and team management in financial services.
Staff Software Engineer
Staff Software Engineer developing product features across the stack with TypeScript and Node.js, driving architecture and design decisions, mentoring engineers, and collaborating with cross-functional teams in a hybrid environment.
Senior Associate, Implementations
Senior Associate managing end-to-end onboarding and implementations for retirement plans, serving as client advocate for plan sponsors and advisors. Requires 2-4 years project management experience and proficiency with tools like Jira and Asana.
Director, Enterprise Relationship Management
Manages enterprise partnerships at a fintech SaaS company, owning revenue growth, retention, and project delivery for strategic accounts in retirement savings. Requires 7+ years in client-facing financial services roles, strong project management, and 401(k) expertise.
Enterprise Relationship Manager
Manages enterprise partnerships for a fintech savings platform, owning revenue growth, retention, onboarding, and cross-functional project delivery. Requires 3-5 years in client-facing retirement/wealth management at financial SaaS firms, strong project management, and 401(k) expertise.
Coordinator, Employer Services
Handle inbound inquiries from employer plan sponsors via email and phone, resolve issues using company tools, manage client expectations, and collaborate cross-functionally for resolutions in a hybrid office setting. Requires strong customer service, multitasking, and proficiency in office productivity tools.
Senior Manager, Media Relations Strategist
Executes PR strategy including media relations, thought leadership, content creation, and executive visibility programs. Partners with C-suite on messaging and cross-functional coordination in fintech. Requires 3-5+ years PR experience, strong writing, and media acumen.
Business Development Associate
Drives new business development by prospecting financial advisors, managing full sales cycles for retirement plans, and hitting revenue quotas in assigned territories. Requires 1+ years B2B sales experience, preferably in FinTech or retirement services, with strong pipeline management skills.
Senior Associate, Retirement Plan Administration (Testing)
Conducts year-end testing for defined contribution retirement plans, answers client service queries on plan rules, assists with terminations and corrections, and provides consulting. Requires 4+ years RPA experience, deep knowledge of compliance/IRS regs, and QKA certification.