New York, NY
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 Specialist supporting retirement plan design, document drafting, and compliance for defined contribution plans. Requires 5+ years of qualified plan experience and deep ERISA/regulatory knowledge.
Software Engineer responsible for building and maintaining SaaS integrations with third-party data/services, orchestrating data synchronization across systems, and collaborating on architecture/design. Requires 2+ years experience with TypeScript, Node.js, NestJS, SQL databases, AWS, and service-oriented systems.
Senior Content Strategist responsible for owning content strategy and creation for Vestwell's government partner channel, focusing on making complex financial and policy topics clear and compelling. Requires 5+ years in content strategy/copywriting (ideally in fintech/government), exceptional writing skills, and experience with CMS platforms.
Lead product marketing for Vestwell's fintech savings platform, developing positioning, launch strategies, collateral, and sales enablement for new products in the retirement and financial services space. Requires 7+ years B2B product marketing experience, team leadership, deep industry knowledge, and a startup mentality.
Support Vestwell’s commercial engine across the sales lifecycle, focusing on contracting desk execution, ad-hoc funnel support, post-sale changes, and CRM data hygiene. Requires 2-3 years in sales/revenue operations, hands-on Salesforce experience, and strong attention to detail in a fast-paced environment.
Serve as the primary point of contact for plan sponsors and advisors in Vestwell's retirement savings platform. Handle high-volume inbound calls/emails, resolve client issues through cross-functional collaboration, manage expectations, and share insights with product teams. Requires 2+ years in financial services customer support.
Contract Paid Marketing Analyst to build, optimize, and manage Google and LinkedIn ad campaigns plus lifecycle email execution for a fintech savings platform. Requires 3-5 years paid/growth marketing experience, hands-on ad platform and HubSpot skills, strong analytics, and copywriting ability.
Senior Associate on Vestwell's Revenue Operations team responsible for pricing model implementation into billing systems, maintaining ARR calculations, commission software, and optimizing CRM/billing platforms to drive revenue forecasting, reporting, and operational efficiency. Requires deep Salesforce proficiency, systems thinking, and ability to bridge technical and business stakeholders.
Business Intelligence Specialist responsible for designing data models, queries, analytics, and automated reporting for 529 and CSA savings plans. Requires 3+ years experience with SQL, BI tools, Jira/Agile, and specialized knowledge of 529/CSA plan mechanics and regulatory rules.
Senior Associate supporting plan sponsors and advisors with retirement plan administration, client inquiries, issue resolution, and cross-functional collaboration to deliver high-quality customer service. Requires strong problem-solving, organization, and proficiency with office tools.
Engineering Manager to lead the AI Engineering team at Vestwell. Responsibilities include building/scaling the team, defining AI technical architecture, delivering production-grade AI services (RAG, agents, LLM integrations), and partnering with cross-functional leaders. Requires 8+ years software engineering experience (3+ years managing teams), strong Python/AI/ML background, and cloud-native expertise.
Implementations Manager serving as primary liaison for Plan Sponsors and Financial Advisors onboarding to Vestwell's retirement savings platform. Manage end-to-end 401(k) conversion projects, coordinate with stakeholders, provide plan design expertise, and drive cross-functional collaboration to meet service level agreements. Requires 2-4 years in retirement implementations or project management.
Manage and retain top ARR clients and pooled plans for a fintech retirement platform. Handle client inquiries, proactive outreach, cross-functional collaboration, and service coverage while ensuring high satisfaction and identifying upsell opportunities.
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.
Lead cross-functional program management and operational strategy initiatives. Drive process optimization, roadmap execution, and data-informed decision-making across business and technology teams.
Sales Strategy Associate supporting go-to-market efforts through reporting, financial analysis, Salesforce/Tableau dashboards, and commission/quota planning. Hybrid role based in New York City HQ.
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.
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.
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 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.
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.
Prospects and qualifies leads through high-volume outbound calling for financial wellness products, setting up meetings for closers. Requires 1+ years sales experience, strong communication, and CRM proficiency like Salesforce.