Client Onboarding & Implementations Manager

Vestwell; Scottsdale (AZ); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Competitive health coverage

Employee Wellbeing Committee

Generous vacation and leave policies

Focus on learning & development

Hybrid work environment

401(k) plan

Job summary

Vestwell based in Scottsdale, Arizona is seeking an experienced Implementations Manager to enhance the onboarding experience for Plan Sponsors and Financial Advisors. This role involves managing the onboarding process, collaborating with stakeholders, and providing expertise on plan design and training.

The successful candidate will be responsible for client advocacy and project management, ensuring that timelines and expectations are met efficiently.

Qualifications

• Experience managing onboarding processes in a fast-paced environment.
• Strong interpersonal skills to communicate with sponsors and advisors.
• Ability to coordinate timelines and project steps effectively.

Responsibilities

• Manage all aspects of the onboarding process from sale to transition.
• Serve as the advocate for plan sponsors and financial advisors.
• Collaborate to ensure delivery against service level agreements.

Skills

Project management

Client advocacy

Cross-functional collaboration

Onboarding expertise

Job description

Vestwell based in Scottsdale, Arizona is seeking an experienced Implementations Manager to enhance the onboarding experience for Plan Sponsors and Financial Advisors. This role involves managing the onboarding process, collaborating with stakeholders, and providing expertise on plan design and training.

The successful candidate will be responsible for client advocacy and project management, ensuring that timelines and expectations are met efficiently.