Senior Associate, Implementations

Vestwell; New York (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Competitive health coverage

Generous vacation offering

401(k) plan

Job summary

Vestwell is seeking a Senior Implementations Onboarding Associate to enhance the onboarding experience for Plan Sponsors and Financial Advisors. This role involves managing projects and collaborating cross-functionally to ensure a smooth transition to our platform.

Ideal candidates will have project management experience, exceptional communication skills, and a knack for learning quickly. The position is based in New York City and offers a hybrid work model.

The expected salary ranges from $70K to $80K plus bonuses, with a strong focus on employee wellbeing and benefits.

Qualifications

• 2-4 years of experience in project management.
• Experience with client management and communication.
• Willingness to learn retirement plan processes and design.

Responsibilities

• Manage all aspects of the onboarding process.
• Coordinate with advisors and sponsors for project timelines.
• Ensure delivery against service level agreements.

Skills

Project management

Client servicing

Communication skills

Adaptability

Tools

Jira

Zendesk

Asana

Google Workspace

Job description

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. Today, 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, visit vestwell.com

Who Are We Looking For?

We are growing and looking for an experienced Senior Implementations Onboarding Associate 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

The Necessities

• 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.

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.

Our 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!