Director of Relationship Management

Vestwell; New York (NY); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health coverage

Employee Wellbeing Committee

Generous vacation and leave policies

Learning & development

Hybrid work environment

401(k) plan

Job summary

Vestwell seeks a Relationship Manager for State Retirement Auto-IRA Programs to partner with state clients and drive successful program outcomes.

You will collaborate with cross-functional teams to design success plans, execute launches, and ensure ongoing value realization for public-private retirement initiatives.

Qualifications

• Excellent communication and problem-solving skills.
• Ability to juggle multiple priorities and manage timelines.
• Experience in client-facing Retirement/Wealth Management/ Advisory or Customer Success/Relationship Management.
• Proven ability to build relationships and trust with executive decision makers.

Responsibilities

• Lead relationships with State Auto-IRA Program partners and serve as primary point of contact.
• Conduct regular state client meetings and proactively identify risks and mitigations.
• Collaborate cross-functionally with Product, Engineering, Marketing, Finance, Operations and Legal to meet SLAs and state admin requirements.
• Design and execute success plans to optimize client adoption and satisfaction.
• Communicate client needs via email, phone, presentations, and meetings to ensure ongoing requirements are met.
• Assist Sales/Operations with RFP responses for new state program opportunities.

Skills

Communication

Problem-solving

Prioritization

Client-facing

Relationship management

Executive stakeholder management

Excel

PowerPoint

Tools

Excel

PowerPoint

Job description

• State Auto-IRA programs have been expanding across the country as a way to increase access to retirement savings accounts for millions of private-sector workers. Vestwell currently supports 15 different state programs and is looking for a Relationship Manager to work with our State Retirement Auto-IRA Programs Relationship Management team
• The Vestwell Government Savings Auto IRA team is responsible for ensuring that our clients are continuously receiving and recognizing value from the retirement platform that we are building. You will work closely with state clients to understand their business objectives and develop success plans that enable Vestwell to meet those objectives
• The Auto IRA Relationship Manager will support existing State Retirement Auto-IRA Program clients to ensure execution on agreed upon deliverables, ongoing alignment of business objectives, and that our state clients are continuously receiving and recognizing value from the retirement platform we offer
• This individual will collaborate with the team in the development of success plans that enable Vestwell to meet our Auto IRA goals. This role will provide an opportunity to experience the entire ecosystem of State Program Relationship Management - from business development, to product ideation, to implementation, and ongoing support
• Lead the relationship with some of our State partners, serving as their point person for Vestwell’s program administration of State Auto-IRA Programs
• Conduct regular State client meetings, proactively identifying risks and mitigations of issues as they arise, to ensure the successful delivery of our solutions according to clients’ needs and objectives
• Collaborate cross-functionally with Product, Engineering, Marketing, Technology, Finance, Operations, and Legal teams to communicate and ensure we meet the needs, SLAs, and adherence to all requisite State Program administration requirements (e.g. introducing new product features, coordinating program launch strategies, managing response to escalated issues, etc.)
• Ensure implementation of ongoing relationship strategies and initiatives are optimized to enable teams to achieve its State Plan launch and ongoing administration goals
• Design and execute success plans to optimize client relationships, adoption, and satisfaction with Vestwell
• Communicate with clients regularly through email, phone, online presentations, screen share and in-person meetings to understand their current needs and ongoing requirements
• Develop and maintain subject matter expertise on our products and services and industry compliance requirements to provide timely, professional, and knowledgeable customer support
• Assisting Sales/Operations teams with RFP responses for new state program opportunities

Benefits

• Competitive health coverage
• A dedicated Employee Wellbeing Committee
• Generous vacation, safe/sick time, and leave policies
• Strong focus on learning & development
• Hybrid work environment
• A great 401(k) plan!

At a high level, we’re looking for someone who has great communication and problem-solving skills, a proven ability to juggle multiple priorities at once, and an interest in being a part of this new and innovative public-private partnership to expand retirement accessAn understanding of government services, the financial industry, or financial service technologiesA myriad of experience in a client-facing Retirement/Wealth Management/ Advisory, or as a Customer Success/ Relationship ManagerCapable of working collaboratively across multiple organizationsExperience in building relationships and garnering trust with executive decision makers and influencersStrong skills with Office suite, including excel and PowerPointStrategic problem-solving skillsComfortable with managing escalations and executing on success plansStrong organizational, analytical, and prioritization skillsExcellent written and verbal communication skillsAble to understand and translate business goals into actionable and measurable initiativesSelf-starter who is extremely organized and detail oriented strategic and outside of the box thinkerBasic knowledge of project management, client onboarding experience including setting targets, KPIs, and reporting progressUnderstanding and knowledge of state-administered Auto-IRA programs or experience working with other state programs, including governing boards and staff