Svp – Investment Advisory
Posted on 4/3/2024
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
Austin, TX, USA • New York, NY, USA • Phoenix, AZ, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
CategoriesNew
Asset Management
Investment Banking
Private Equity
Finance & Banking
Requirements
  • 10-15 years of experience within the technology and Financial Services sectors
  • Direct P&L management
  • Experience making presentations to senior staff of prospective clients
  • Experience working with senior managers to determine strategic direction as well as developing tactical steps required to achieve goals
  • A collaborative mindset and interest in working with other deep thinkers
  • Genuine interest in financial products
  • Willingness to go the extra mile for clients (both internal and external)
  • Comfortable doing very tactical work
Responsibilities
  • Think about predecessor and successor events to solve problems and ensure the delivery of our product and services operates like clockwork
  • Own and manage the function's P&L
  • Support the business development teams in responding to prospective client inquiries about our ability to support their investment goals while maintaining operational efficiency and ensuring regulatory compliance
  • Clearly synthesize the investment process across many complex relationships, able to clearly distill processes to junior staff so they can do their jobs effectively (both on-boarding and on-going plan servicing) as well as inform senior management, operations team, and risk committee of the investment portfolio state of affairs
  • Lead virtual cross-functional teams to gather facts, align on a path forward, and implement solutions
  • Be the primary contact for our current sub-advisor and a resource for our enterprise clients