Senior Implementation Lead – Fintech Onboarding (Hybrid)

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

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.