# Implementations Manager

**Company:** [Vestwell](https://hotfix.jobs/companies/vestwell)
**Location:** New York, NY, Austin, TX, King of Prussia, PA, Scottsdale, AZ
**Role:** Other
**Salary:** $80k – $95k/yr
**Experience:** 2+ years
**Skills:** Project Management, Jira, Zendesk, Asana, Google Workspace, Retirement Plan Design, 401(K) Onboarding, Erisa, Sungard Relius, Asc, Fis, Qka, PMP
**Posted:** 2026-06-30

> 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.

## Job Description

## Responsibilities
- Primary internal client advocate representing plan sponsor and advisor contacts.
- Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform.
- Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders.
- Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements.
- Provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform.
- Manage projects and enhance our onboarding experience.

## Requirements
- 2-4 years of experience in Retirement 401(k) onboarding implementations, in addition to project management and leading team initiatives end to end.
- Flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders.
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices.
- Demonstrated aptitude for learning, creating, and iterating rapidly.
- Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data.

## Nice-to-Haves
- Prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans.
- General knowledge of ERISA rules and requirements.
- Experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS).
- Qualified 401(k) Administrator (QKA) or higher ASPPA credential.
- PMP or similar project management certifications.
- Bonus points for deployment/build experience.

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