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Full-Time

Senior Associate

Implementations

Posted on 6/18/2024

Vestwell

Vestwell

201-500 employees

Digital 401(k) recordkeeping and savings solutions

Fintech
Financial Services

Compensation Overview

$70k - $75kAnnually

+ Competitive health coverage + Open vacation policy + Remote-hybrid office policy + Great 401(k) plan

Senior

Pennsylvania, USA + 3 more

Category
Data Management
Data Engineering
Data & Analytics
Required Skills
JIRA
Asana
Requirements
  • 2-4 years of experience in project management and leading team initiatives end to end
  • Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace)
  • Demonstrated aptitude for learning, creating, and iterating rapidly
  • Willingness to learn retirement plan design and plan conversion processes
  • General knowledge of ERISA rules and requirements
  • Experience with compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS)
  • Qualified 401(k) Administrator (QKA) or higher ASPPA credential
  • PMP or similar project management certifications
Responsibilities
  • Primary internal client advocate representing plan sponsor and advisor contacts
  • Managing all aspects of the onboarding process from point of sale through successful transition of new plans to the platform
  • Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines and key action items
  • Collaborating cross-functionally to provide support and ensure the team can deliver against expected service level agreements

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 City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

19%

1 year growth

29%

2 year growth

56%
INACTIVE