Implementations Manager

Vestwell; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Vestwell is seeking an experienced Implementations Manager in New York to lead onboarding projects for Plan Sponsors and Financial Advisors. This role involves managing the complete onboarding process and collaborating with cross-functional teams to deliver an exceptional client experience.

The ideal candidate will have 2-4 years of relevant experience in 401(k) onboarding and project management, along with strong communication skills. Join a rapidly growing team and help enrich our onboarding experiences.

Qualifications

• 2-4 years of experience in Retirement 401(k) onboarding implementations.
• Experience with compliance/recordkeeping systems is a plus.
• PMP or similar project management certifications are desirable.

Responsibilities

• Manage onboarding projects for Plan Sponsors and Financial Advisors.
• Collaborate with stakeholders to enhance onboarding experience.
• Act as primary internal client advocate representing plan sponsors.

Skills

Client servicing experience

Project management

Communication skills

Technical tool optimization

Adaptability in fast-paced environments

Tools

Jira

Zendesk

Asana

Google Workspace

Job description

Requirements

• 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!
• 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
• (Desirable) General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS)
• (Desirable) Qualified 401(k) Administrator (QKA) or higher ASPPA credential
• (Desirable) PMP or similar project management certifications

What the job involves

• We are growing and looking for an experienced Implementations Managers 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
• 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