Implementations Manager

Vestwell; King of Prussia (PA); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health benefits

Generous time off

Employee Wellbeing Committee

Competitive 401(k) plan

Job summary

Vestwell is seeking an experienced Implementation Manager to oversee the onboarding of Plan Sponsors to its platform. You'll act as the primary advocate for internal clients, ensuring a seamless transition while collaborating with various stakeholders.

This role requires 2-4 years of experience in 401(k) onboarding implementations and strong project management skills. Vestwell offers hybrid work options and a competitive 401(k) plan, alongside comprehensive health benefits.

Qualifications

• 2-4 years of experience in Retirement 401(k) onboarding implementations.
• Professional experience using and optimizing internal technical operational tools.
• Willingness to learn retirement plan design and conversion processes.

Responsibilities

• Manage all aspects of the onboarding process for new plans.
• Coordinate with external and internal stakeholders.
• Support team to deliver against service level agreements.

Skills

Client servicing

Project management

Communication skills

Technical tools optimization

Education

Project Management Professional certification (PMP)

Qualified 401(k) Administrator (QKA)

Tools

Jira

Zendesk

Asana

Google Workspace

Job description

Who Are We Looking For?

We are growing and looking for an experienced Implementation 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 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 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

The Necessities

• 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.

The 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.

Our 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, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

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. Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

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.