Senior Associate, Relationship Management (529 & CSA)

Vestwell; Austin (TX); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Job summary

Vestwell is seeking a Senior Associate, Relationship Manager to support 529 and CSA partners. You will act as a trusted contact, manage escalations, and coordinate across Middle Office, Operations, Product, Finance, Legal and Compliance to achieve partner objectives.

Hybrid in-office roles include offices in New York, Austin, King of Prussia, and Scottsdale; remote work possible for exceptional candidates. The base salary ranges from $70,000 to $80,000, with eligibility for a company bonus pool

Qualifications

• 1-3 years of client service experience.
• Excellent written and verbal communication skills.
• Strong time management and multitasking abilities.
• Proactive and customer-focused mindset.
• Analytical thinking with good prioritization.
• Ability to collaborate cross-functionally with multiple teams.
• Professionalism in handling escalated client issues.

Responsibilities

• Develop partner relationship plans and monitor progress with Vestwell teams.
• Independently troubleshoot problems and implement solutions.
• Collaborate with Middle Office, Operations, Product, Finance, Legal and Compliance.
• Communicate effectively with partners via written and verbal channels.
• Assist in meeting all partner reporting requirements with accuracy.
• Gather and analyze information to solve problems with sound judgment.
• Own responses to escalated partner issues and coordinate internal resources.
• Support seamless partner experiences across departments.

Skills

Client service

Communication

Multitasking

Time management

Customer service

Problem solving

Organization

Analytical

Verbal communication

Job description

Who Are We Looking For?

Vestwell Government Savings (VGS) - a subsidiary of Vestwell Holdings Inc. - serves as the trusted administrator for over 30 programs and counting. We provide support and services for 529 education savings, ABLE disability savings, state auto-IRA programs and Child Savings Accounts (CSA) by employing innovative technology and a dedicated team focused solely on our partners' needs.

Vestwell's partner list is expanding and we're excited about adding a Relationship Management Senior Associate to help service our 529 and CSA partners. The ideal candidate will be someone who is client-focused, has great communication, organization and problem solving skills and a proven ability to juggle multiple priorities at once.

What Will You Be Doing?

As a Senior Associate, Relationship Manager, you will operate as a strategic, independent contributor responsible for supporting the team in delivering value to 529 and CSA partners. This role requires sound judgment, problem-solving skills, and the ability to manage escalated client issues while ensuring alignment with business objectives. You will partner cross-functionally and act as a trusted point of contact for both internal stakeholders and partners.

Your responsibilities will include, but are not limited to:

• Develop partner relationship plans, monitor progress, and actively participate in status meetings, while collaborating with various teams within Vestwell to execute.
• Use independent discretion and good judgment to handle complaints, troubleshoot problems, and implement solutions independently.
• Partner cross-functionally with Middle Office, Operations, Product, Finance, Legal, and Compliance teams to implement strategies and tactics designed to achieve partner objectives.
• Communicate effectively across teams and with partners via written communication, phone, videoconference, and occasionally in person.
• Assist in meeting all partner reporting requirements, ensuring accurate and timely delivery.
• Exercises discretion to gather, analyze, and evaluate information to solve problems using reasoned judgment and expertise.
• Own the response to escalated partner issues, independently assessing situations, orchestrating internal resources, and resolving concerns with urgency and professionalism.
• Act as a proactive collaborator within the team and across departments, supporting seamless partner experiences.
• Understanding the applicability of regulatory requirements to resolve governance issues and support partner success.
• Exercise independent judgment in recommending solutions and improvements to processes, workflows, and partner engagement strategies.
• Maintain clear and accurate documentation of communications, project status, and issue resolution for accountability and audit readiness.

Requirements

The Necessities:

• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• 1-3 years of experience including client service.
• Strong time management skills to ensure the timeliness of all proactive and reactive communications
• Strong commitment to superior customer service
• Positive and proactive attitude
• Critical problem solving skills
• Strong organizational, analytical and prioritization skills
• Excellent written and verbal communication skills.

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. [For Remote Eligible] For exceptional candidates, we're open to hiring this role fully remote.

The expected base salary range for this position is $70K - $80K base. 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.

Employee 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.

Interview Process

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

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.