Implementations Relationship Manager
Posted on 3/27/2024
Vestwell

201-500 employees

Fintech engine powering savings and investment programs.
Company Overview
Vestwell stands out as a leading fintech firm, providing cost-effective savings and investment programs to small businesses and individual savers, managing $27 billion in assets across all 50 states. The company's culture is centered around financial wellness, offering flexible solutions for retirement, education, and healthcare savings. With its SEC-registered subsidiary, Vestwell Advisors LLC, the company also provides investment management services, making it a comprehensive platform for financial planning.
Fintech

Company Stage

Series D

Total Funding

$289.9M

Founded

2016

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

15%

1 year growth

39%

2 year growth

42%
Locations
Austin, TX, USA • Philadelphia, PA, USA • New York, NY, USA • Phoenix, AZ...
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
JIRA
Asana
CategoriesNew
Operations & Logistics
Quality Control & Compliance
Supply Chain Management
Requirements
  • 5+ years of subject matter knowledge of retirement plan design and plan conversion processes from point of sale to release of conversion data
  • Experience in project management and leading team initiatives end to end; you're flexible, creative, team-oriented, results-driven, and have the ability to 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 -- bonus points for deployment/build experience
  • Demonstrated aptitude for learning, creating, and iterating rapidly
  • General knowledge of ERISA rules and requirements, and experience with one or more compliance/recordkeeping systems (e.g. SunGard Relius, ASC, FIS)
  • Qualified 401(k) Administrator (QKA) or higher ASPPA credential
  • Series 7 and 66 or a Series 65 from a registered investment advisor
Responsibilities
  • Managing all aspects of the onboarding process and 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 is able to deliver against expected Service Level Agreements
  • Providing oversight in the creation and maintenance of the team/department’s knowledge base
  • Mentoring and supporting junior members of the team