Senior Associate, Implementations - Remote

Overview

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

In Short

• Serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors.
• Manage projects and enhance the onboarding experience.
• Provide subject matter expertise on plan design and training.
• Coordinate onboarding processes from point of sale to successful transition.
• Collaborate cross-functionally with internal stakeholders.
• Act as the primary internal client advocate.
• Communicate project status to external and internal stakeholders.
• Support team in delivering expected service level agreements.
• Use operational tools like Jira and Asana.
• Adapt to a fast-paced business environment.

Requirements

• 2-4 years of experience in project management.
• Experience with client servicing and plan administration.
• Professional experience using operational tools.
• Aptitude for learning and iterating rapidly.
• Willingness to learn retirement plan design.

Benefits

• Competitive health coverage.
• Generous vacation offering.
• Hybrid office policy.
• 401(k) plan.
• Supportive work environment with necessary equipment.