Senior Onboarding & Implementations Lead

MoneyLion; New York (NY); Hybrid; 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 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.