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

Role Overview

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.

Key Responsibilities

• Serve as the primary internal client advocate representing plan sponsor and advisor contacts.
• Manage all aspects of the onboarding process from point of sale through the successful transition of new plans to our platform.
• Coordinate with financial advisors, plan sponsors, prior recordkeepers, and/or third‑party administrators to determine conversion timelines, key action items, and delivery dates.
• Communicate overall project status to both external and internal stakeholders.
• Collaborate cross‑functionally to provide support where needed and ensure the team can deliver against expected service level agreements.

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