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Full-Time

Implementations Relationship Manager

Updated on 7/22/2024

Vestwell

Vestwell

201-500 employees

Digital 401(k) recordkeeping and savings solutions

Fintech
Financial Services

Compensation Overview

$80k - $90kAnnually

+ Bonus

Senior

Austin, TX, USA + 3 more

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • 5+ years of subject matter knowledge of retirement plan design and plan conversion processes
  • Experience in project management and leading team initiatives end to end
  • Professional experience using and optimizing internal technical operational tools
  • Demonstrated aptitude for learning, creating, and iterating rapidly
  • General knowledge of ERISA rules and requirements
  • Qualified 401(k) Administrator (QKA) or higher ASPPA credential
  • Experience with MEPs/PEP plans
  • 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 the platform
  • Coordinating with Financial Advisors, Plan Sponsors, prior recordkeepers, and/or Third Party Administrators
  • Collaborating cross-functionally to provide support and ensure delivery 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

Vestwell, a digital 401(k) recordkeeper, is an excellent workplace for individuals passionate about empowering small business retirement savings. With a modern API-based platform that offers extensive integrations, configurable solutions, and a commitment to fiduciary oversight, the company stands out in its field for both technology deployment and commitment to compliance. Employees can thrive in a technologically sophisticated environment that prioritizes innovation and effective service delivery in the financial sector.

Company Stage

Series D

Total Funding

$289.9M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

19%

1 year growth

29%

2 year growth

56%