Senior Associate, Implementations

Albert Invent; Austin (TX); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Competitive health coverage

Generous vacation offering

401(k) plan

Employee Wellbeing Committee

Job summary

Vestwell is seeking a project manager in Austin to oversee onboarding and integrate new plans into our financial technology platform. The role focuses on coordinating with advisors and sponsors, while managing the entire onboarding process to ensure a seamless experience.

Ideal candidates bring 2-4 years of project management experience, can collaborate effectively, and are comfortable utilizing tools like Jira and Google Workspace. A competitive salary range of $70K - $80K is offered along with additional performance-based bonuses.

Qualifications

• Experience managing projects and leading team initiatives.
• Ability to optimize internal technical operational tools.
• Demonstrated aptitude for rapid learning and iteration.

Responsibilities

• Serve as internal client advocate for plan sponsor and advisor contacts.
• Manage onboarding process for new plans.
• Coordinate with third-party administrators for conversion timelines.

Skills

Project management

Collaboration

Technical tool optimization

Adaptability

Education

2-4 years experience in project management

PMP or similar certification

Tools

Jira

Google Workspace

Zendesk

Asana

Job description

Overview

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, vestwell.com.

Who Are We Looking For?

Responsibilities

• 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.

Qualifications

Requirements

• 2-4 years of experience in 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.

Compensation and Location

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 $70K - $80K, 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. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Benefits

We’re an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!

Process

It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from recruiting at Vestwell. Anyone else domain not Vestwell.com is not our Recruitment team.

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.