Engagement Associate
Updated on 4/2/2024
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
New York, NY, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Public Speaking
Marketing
PowerPoint/Keynote/Slides
CategoriesNew
Brand & Creative Marketing
General Marketing
PR & Communications
Growth & Marketing
Requirements
  • 1-3 years of experience in a client-facing service or sales position
  • Experience in public speaking across a variety of audience sizes
  • Capable of working collaboratively across multiple organizations
  • Self-starter who is extremely organized and detail oriented strategic and outside of the box thinker
  • Strong organizational, analytical, and prioritization skills
  • Excellent written and verbal communication skills
  • Strong skills with Office suite, including PowerPoint and Excel
  • A deep understanding of the financial industry & financial service technologies
  • Understanding and knowledge of retirement programs, state-administered Auto-IRA programs or experience working with other state savings programs
Responsibilities
  • Develop and manage an outreach strategy and calendar of events across state programs
  • Lead presentations promoting and explaining Secure Choice State Auto-IRA Programs
  • Create and maintain state-specific presentations in collaboration with marketing
  • Report on monthly activity and impact to overall program goals