# Associate, Conversions

**Company:** [Vestwell](https://hotfix.jobs/companies/vestwell)
**Location:** King of Prussia, PA
**Role:** Revenue Operations
**Salary:** $60k – $75k/yr
**Experience:** 1+ years
**Skills:** Excel, SQL, Investment Operations, Fund Implementation, Process Management
**Posted:** 2026-07-01

> Operations Associate responsible for coordinating setup of investment products with custodians, advisors, and managers; vetting options, managing onboarding, and ensuring data sync for retirement/education/healthcare savings plans. Requires 1+ years financial services experience, strong Excel skills, communication, and attention to detail.

## Job Description

## Responsibilities
- Partner with plan sales and implementations teams to vet and implement investment options for plans, including cost and asset class coverage analysis.
- Coordinate with custody partners to ensure seamless new plan onboarding.
- Liaise with Fund and Insurance companies to ensure appropriate processes for making funds available within plans.
- Work with 3rd party investment managers and advisors to define onboarding and ongoing requirements.
- Ensure investment options are in sync with the respective programs.
- Ensure investment performance and fact sheets are updated regularly.
- Participate in key quality assurance processes.

## Requirements
- 1+ year of experience in Financial Services or related industry.
- Ability to understand the “big picture” and the importance of the team’s role in the overall process.
- Excellent communication skills across internal stakeholders and external partner groups.
- Passion for learning and applying new concepts, and bridging information where continued process-development is key.
- Ability to self-manage around tight deadlines in a fast-paced environment while ensuring the integrity and accuracy of the details.
- Strong technical proficiency using Excel and process management tools.

## Nice-to-Haves
- Intermediate SQL skills.
- Previous experience within financial services, with a focus on investment operations and fund implementation.

## Compensation
- Expected base salary range: $60,000 - $75,000.
- Eligible to participate in the Company Bonus Pool.
- Eligible to receive new hire equity in the Company.

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