Senior Implementations Associate
Updated on 4/11/2024
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 • Philadelphia, PA, USA • New York, NY, USA • Phoenix, AZ...
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
JIRA
Asana
CategoriesNew
Operations & Logistics
Supply Chain Management
Warehouse Operations
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 from point of sales to release of conversion data
  • General knowledge of ERISA rules and requirements, and experience with one or more 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 our platform
  • Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders
  • Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements