WHO ARE WE?
There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.
Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.
Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.
Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.
As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.
WHY VESTWELL?
With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.
Our 2024 Summer Internship Program
Vestwell’s mission is to build a unified workplace savings platform to deliver the elevated experience that every employee deserves, while closing the savings gap.
Our Business teams are each hiring an intern to participate in an 10-week intensive summer internship program from June 3 - August 9. The goal of Vestwell’s internship program is to provide the insights, tools, and training to empower participants to identify and advocate for what they view as the greatest opportunities for our teams to fulfill the company’s mission.
As an intern at Vestwell, you will have the opportunity to learn about the company and all aspects of our industry and business across various departments. You will work closely with stakeholders across our extremely collaborative, cross-functional teams to conduct research, capture data, and attend meetings where you will be asked to participate in projects that will help prepare you to tackle business challenges here and in your future career.
To help set you up for success and ensure opportunities for continuous growth, you will have an assigned manager and dedicated mentor to help guide you through your internship with regularly scheduled check-ins and feedback sessions.
Please note, Vestwell’s Internship roles are based in our NYC office. Individuals who are hired will be expected to participate in Vestwell’s hybrid program of reporting to the NYC office a minimum of two days per week.
Team looking for your support:
Finance: We are a fintech startup with a goal to revolutionize the retirement industry. Our finance team is highly collaborative, detail-oriented, and cooperative. Working with us, you will get an opportunity to gain exposure to various financial aspects of the business, such as financial statements and KPI analysis.
Come join us!
RESPONSIBILITIES:
- Analyze business trends to provide insights into performance, risks, and opportunities
- Assist in organizing and maintaining operational and financial data for KPI dashboard development
- Exposure to operational accounting functions and various financial aspects of the business, such as financial statements and KPI analysis
REQUIREMENTS:
The Necessities:
- A final year student or recent graduate (including boot camps and or other related programs)
- Based in the Tri-State Area
- Eager to learn and work with various departments in the company
- Excellent verbal and written communication skills
- Proficiency in GSuite and or Microsoft Office
- Ability to multitask
- Cope well under pressure
- Professionalism
The Extras:
- Attention to detail and possesses analytical thinking
- Proficient in Microsoft Excel/Google Sheets and other Microsoft products
- Basic understanding of accounting and/or finance
- Interested in building and managing personal finance
PROGRAM BENEFITS:
- Compensation: $25/hr for 30 hours per week (schedule TBD between you and your manager/team)
- Dedicated opportunities to connect with other employees and interns
- Open invitations to Company Lunch & Learns and Events
- Open invitations to Company Lunch & Learns and Events
- Examples of events from this past quarter: A conversation on Saving for Success: Achieving Your Financial Goals led by Women leaders at Vestwell. A Fireside Chat with Women In Leadership on breaking the bias and celebrating women’s achievements.
- Insights Discovery Personal Profile & Workshop in Personal Effectiveness
- Performance Bonus (based on performance evaluation)
- If eligible, opportunity for conversion to full-time employment (check out the benefits for full-time employees below!)
OUR BENEFITS
We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
