Full-Time
Coordinator
Employer Services
Posted on 12/17/2025
Vestwell
501-1,000 employees
Fintech platform for retirement plan administration
Compensation Overview
$50k - $55k/yr
King of Prussia, PA, USA + 3 more
More locations: Austin, TX, USA | New York, NY, USA | Phoenix, AZ, USA
Hybrid
 Operations & Logistics (1) |
|---|
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications
- Strong commitment to superior customer service
- Positive and proactive attitude
- Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations
- Must be willing to work 9am ET to 6pm ET
- Retirement industry experience
- Series 6, 7, 63, 65, 66
- QKA, QKC
- Assist with a book of business consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues
- Help manage client expectations to avoid any disconnects with process and timing standards
- Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction
- Identify and resolve one-touch tickets at point of initial contact by utilizing available online tools
- Share data-driven insights with our product teams to improve our platform and planning roadmap
- Participate in scheduled client conference calls to provide plan status and updates on remediation of any client issues
- Being the friendly, knowledgeable first point of contact for inbound inquiries
- Conducting appropriate and timely follow up to ensure the highest level of service
- Communicating in a relatable, humanized way to promote trust and allegiance
- Creating tickets and providing follow-up as required
- Adhering to client-facing and internal Service Level requirements
- Support the team with handling complaints, troubleshooting problems, and providing solutions, and escalating to our Legal and Compliance Team when needed
- Posting interaction within our tooling to document updates to client accounts
- Retirement industry experience
- Series 6, 7, 63, 65, 66
- QKA, QKC
Vestwell is a fintech platform that modernizes retirement plans for businesses and their workers through a digital, integrated solution. It helps employers set up and manage plans with onboarding, vendor oversight, ongoing administration, and optional fiduciary investment management to reduce liability. Employees can choose from customizable investment options and flexible plan designs via a user-friendly interface to monitor and adjust their accounts. The platform provides an end-to-end suite with transparent pricing, aiming to cut administrative work for employers and help employees maximize their retirement savings.
Company Size
501-1,000
Company Stage
Series E
Total Funding
$622.5M
Headquarters
New York City, New York
Founded
2016
Simplify's Take
What believers are saying
- $385M Series E in February 2026 doubles valuation to $2B, funding Accrue 401k acquisition.
- Intuit partnership delivers QuickBooks 401(k) to millions of SMBs with embedded payroll sync.
- Carta and Morgan Stanley alliance targets 50,000 high-growth companies with AI-powered plans.
What critics are saying
- Intuit squeezes Vestwell margins via pricing pressure within 12-24 months as SMBs scale.
- Morgan Stanley captures AUM in Carta 401(k), reducing Vestwell to recordkeeper in 6-12 months.
- ABLE influx overwhelms operations with low-balance savers, eroding profits in 6-12 months.
What makes Vestwell unique
- Vestwell unifies retirement, ABLE, 529, and emergency savings on one cloud-based platform.
- Integrates with 190+ payroll providers including Gusto, ADP, and Intuit QuickBooks.
- Offers goal-based managed accounts with Plaid aggregation and multilingual support in 18 languages.
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Benefits
Health Insurance
Paid Vacation
Hybrid Work Options
401(k) Retirement Plan
Performance Bonus
Company Equity
Growth & Insights and Company News
6 month growth
↓ -5%1 year growth
↓ -6%2 year growth
↓ -4%Vestwell, a financial technology company providing workplace savings solutions, has raised $385 million in Series E funding. The round was led by funds managed by Blue Owl Capital and Sixth Street Growth, with participation from new and existing investors. Part of the proceeds will support Vestwell's acquisition of Accrue 401k. The company offers a comprehensive suite of workplace savings products, including retirement plans, student loan repayment benefits and specialised accounts for education, emergencies and disability savings. Simpson Thacher represented Sixth Street Growth in the transaction. The legal team included Katherine Krause, Louis Argentieri and Christopher Haughey on mergers and acquisitions, Jennifer Albrecht on banking and credit, Erica Rozow on executive compensation, and David Blass and Meredith Abrams on asset management.
TriNet unveils platform innovations purpose-built for Today's small and medium-size businesses. New ai-driven HR support, global workforce, IT asset management, and retirement plan integrations help SMBs manage their workforce through one connected platform. Las Vegas, NV - March 24, 2026 - Today, at Transform, the premier global community shaping the future of people and work, TriNet (NYSE: TNET) announced strategic expansions to the TriNet platform that reflect how the future of work is reshaping the way teams are built, supported, and managed. As a leading provider of comprehensive human resources solutions for small and medium-size businesses (SMBs), TriNet's new platform innovations include AI-powered HR support, global workforce management, IT operation, and retirement plan integrations, giving SMBs a more connected, scalable way to manage their workforce from a single, integrated system. "Today's businesses need connected systems that work together seamlessly, not more tools to manage," said Jeff Hayward, EVP, Chief Service and Technology Officer at TriNet. "By embedding AI, IT automation, global workforce capabilities, and retirement plan connectivity into the TriNet platform, we're giving SMBs a unified technology foundation that reduces friction, increases accuracy, and supports long-term growth." "Work is evolving quickly, and SMBs need technology that helps them stay ahead of that change," said Lisa Reeves, Chief Product Officer at TriNet. "Our focus is on building a platform that's proactive, flexible, and intuitive, so our customers can manage complexity behind the scenes and stay prepared for what's next, without adding operational burden." The latest innovations introduced by TriNet include: * TriNet Assistant: TriNet is advancing its AI capabilities with TriNet Assistant, a secure, AI-powered gateway that combines advanced technology with deep HR expertise. Built on TriNet's expansive data and organizational knowledge, TriNet Assistant enables customers to access personalized answers, complete tasks, and make informed decisions through a conversational experience. AI handles repetitive and administrative work, while experienced HR professionals remain central to delivering strategic insight and guidance - allowing customers to benefit from both speed and expertise. * TriNet Global, Powered by Multiplier: As more companies adopt global workforce strategies, TriNet Global, powered by Multiplier, enables businesses to hire, manage, and pay talent without the traditional complexity of global employment. TriNet Global delivers built-in compliance, localized benefits, and ongoing support, while embedding key workflows such as onboarding, offboarding, and reporting directly into the TriNet platform. Employers gain a centralized view of their global workforce, enabling faster international expansion with confidence. "TriNet is the gold standard in U.S. HR, and Multiplier is purpose-built for global employment. This partnership brings those two strengths together in one place, giving TriNet customers compliant hiring and payroll in 150+ countries without the complexity. That's how we're helping businesses hire the best global talent, wherever they are," said Sagar Khatri, CEO and Co-founder, Multiplier. * TriNet IT, Powered by Electric AI: TriNet is expanding into IT asset management with TriNet IT, powered by Electric AI, bringing device and asset management directly into core HR workflows. With TriNet IT, actions such as device ordering, provisioning, and access management are embedded into onboarding and offboarding processes. Companies can reduce IT workload, save on hardware costs, and mitigate security risk - while employees are equipped, secure, and productive from day one. "The future of IT and HR is connected, and the partnership between Electric AI and TriNet brings that vision to life," said Ryan Denehy, Founder and CEO, Electric AI. "By combining TriNet's leading HCM platform with Electric's automated IT platform, we're helping businesses seamlessly onboard, secure, and support their teams from day one." * Expanded Retirement Plan Integrations with Leading Providers: TriNet will also be simplifying retirement plan administration through pre-built, connector-based integrations with leading retirement providers, beginning with Voya and Vestwell. To learn more about TriNet's updates and see demonstrations, visit TriNet at Transform at the Wynn Las Vegas, Booth 153, or go to: https://www.trinet.com/launch. About TriNet TriNet is a leading provider of Human Resources solutions for small and medium-size businesses, offering advanced technology-enabled services that include human capital expertise, employee benefits such as health and retirement plans, payroll and payroll tax administration, risk mitigation, and compliance consulting. Our long-term objective is to be the premier provider of HR services for a broad range of SMBs through industry leading benefits, sales distribution excellence, and a world class services delivery model. For more information, visit TriNet.com or follow us on Facebook, LinkedIn and Instagram. | Investors: Alex Bauer TriNet [email protected] | Media: Renee Brotherton / Josh Gross TriNet [email protected] [email protected] | TriNet and the TriNet logo are registered trademarks of TriNet. All other trademarks, service marks, registered trademarks, or registered service marks are the property of their respective owners.
Carta partners with Vestwell, Morgan Stanley on retirement planning service. Carta 401(k) provides retirement guidance to high-growth companies using technology from Vestwell and oversight from Morgan Stanley. Reported by Carta Inc., a provider of enterprise resource planning for private capital, announced Tuesday the launch of Carta 401(k), a retirement plan that includes guidance and oversight from Morgan Stanley's Institutional Consulting Solutions, as well as business and recordkeeping technology from Vestwell. According to the announcement, the service is geared toward high-growth companies. Carta customers will be able to access Vestwell's artificial intelligence-powered retirement platform, which includes more than 200 payroll systems and can set up automated contributions. Morgan Stanley's partnership gives Carta customers access to curated and managed investment portfolios. Morgan Stanley will also assist in streamlining fiduciary processes and provide administrative support for Carta 401(k). "By embedding retirement directly within Carta's ecosystem, we're turning what was once a standalone benefit into a fully-integrated part of the wealth journey by offering innovative savings tools to help teams get better control of and visibility into their investments without adding operational complexity," Vestwell CEO Aaron Schumm said in a statement. According to the announcement, Carta 401(k) includes a transparent fee structure designed for scaling, with no hidden assets-under-management penalties, and that is intended to maximize SECURE 2.0 Act of 2022 tax credits that can offset setup and administration costs for up to three years. "By launching the Carta 401(k), we're making sophisticated, low-cost retirement plans once reserved for big enterprises available to every startup, with the simplicity and transparency they expect," said Carta CEO Henry Ward in a statement. Carta works with 50,000 companies in more than 160 countries. Carta's fund administration platform supports more than 8,800 funds and special purpose vehicles, representing more than $203 billion in assets under management.
Vestwell is a digital savings platform redefining the way workplace plans are powered today.
Vestwell, a digital savings platform, has raised $385 million in a Series E round co-led by Blue Owl Capital and Sixth Street Growth. The New York-based startup's valuation has doubled since its December 2023 Series D, when Crunchbase reported a $1 billion post-money valuation. Founded in 2016, Vestwell now has over $200 million in annual recurring revenue and administers more than $50 billion in assets for 2 million active savers across 500,000 businesses. The company grew nearly 50% year-over-year whilst operating profitably. Vestwell connects fragmented savings programmes—including retirement, education, emergency and disability accounts—into one platform. It partners with financial institutions and HR platforms like JPMorgan, Morgan Stanley and Intuit QuickBooks. The funding will expand distribution and AI-native capabilities.