Implementations Manager

Vestwell; Austin (TX); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health benefits

Generous time off

401(k) plan

Job summary

Vestwell is looking for an experienced Implementations Manager to act as the liaison for Plan Sponsors and Financial Advisors. This role involves managing projects, enhancing onboarding experiences, and providing expertise in plan design during the transition to Vestwell's platform.

The ideal candidate will have 2-4 years in Retirement 401(k) onboarding, strong communication skills, and the ability to collaborate effectively with various stakeholders in a fast-paced environment.

Qualifications

• 2-4 years of experience in Retirement 401(k) onboarding implementations.
• Experience in project management and leading team initiatives.
• Willingness to learn retirement plan design and conversion processes.

Responsibilities

• Primary internal client advocate for plan sponsors and advisors.
• Manage onboarding process from sales to successful transition.
• Communicate project status to external and internal stakeholders.

Skills

Client servicing

Project management

Communication skills

Team collaboration

Tools

Jira

Zendesk

Asana

Google Workspace

Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers.

Who Are We Looking For?

We are growing and looking for an experienced Implementations Manager to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform. In this role, you will have the opportunity to manage projects, collaborate cross‑functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform.

While we’re not looking for deep expertise, prior experience in client servicing, plan administration and non‑discrimination testing, plan design, and/or end‑to‑end conversion processing for 401(k)/403(b) plans is helpful. If you don’t have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast‑paced business environment, and previous client management experience handling several clients and projects at once, we’d be delighted to connect with you!

What Will You Be Doing?

• 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.

Requirements

• 2‑4 years of experience in Retirement 401(k) onboarding implementations, in addition to project management and leading team initiatives end to end; you’re flexible, creative, team‑oriented, results‑driven, and can effectively collaborate with both internal and external stakeholders.
• Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices – bonus points for deployment/build experience.
• 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.

Extras

• 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.

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in‑office operation.

The expected base salary range for this position is a minimum of $80K – $95K, plus performance‑based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company.

Benefits

We’re an innovative, high‑growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.