Full-Time

Senior Associate

Business Solutions

Confirmed live in the last 24 hours

Vestwell

Vestwell

201-500 employees

Digital 401(k) recordkeeping and savings solutions

Fintech

Senior

Austin, TX, USA + 2 more

Required Skills
Agile
Communications
Requirements
  • Strong written/oral communication and organization skills
  • Drive to lift up team members through collaboration, training, and coordination
  • Stakeholder Management
  • Demonstrated abilities to balance own workload with team needs
  • Ability to dig deep into details while keeping the big picture in mind
  • Continued growth in industry and regulatory knowledge
  • Proficiency with process documentation and workflow mapping
  • Experience in retirement, financial services, or employee benefit industries
  • Understanding of retirement and employee benefit industry
  • Extensive knowledge of ERISA rules and requirements
  • Familiarity with contracting, agreements, and DocuSign
  • Experience working in an agile or scrum framework
Responsibilities
  • Partner with stakeholders to analyze and document new products and opportunities impact on operational processes
  • Turn analysis into actionable requirements for building and implementation teams
  • Assist in managing and updating a long-term solution roadmap
  • Evaluate, analyze, and communicate system requirements continuously
  • Author and update internal and external documentation
  • Leverage data and reporting to identify trends and inefficiencies

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, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

16%

1 year growth

36%

2 year growth

48%