Senior State Auto-IRA Relationship Manager

Vestwell; New York (NY); Hybrid; USD 140,000 - 155,000; Full time

Benefits offered by this job

Hybrid work model

Competitive 401(k) plan

Job summary

Vestwell is seeking a Relationship Manager to join the State Retirement Auto-IRA Programs team in New York. You will be the primary liaison with state partners, align objectives with Vestwell's retirement platform, and ensure successful delivery of program deliverables.

You will collaborate with Product, Engineering, Marketing, Finance, Operations, and Legal to meet SLAs, manage escalations, and develop success plans that drive adoption and satisfaction.

Qualifications

• Experience in a client-facing Retirement/Wealth Management/ Advisory, or as a Customer Success/ Relationship Manager.
• Able to translate business goals into actionable initiatives.
• Experience building relationships with executive decision makers and influencers.
• Understanding of government services, the financial industry, or financial service technologies.
• Capable of working across multiple organizations.
• Comfortable with managing escalations and executing on success plans.
• Self-starter who is highly organized and detail oriented with strategic thinking.
• Strategic problem-solving skills.
• Strong organizational, analytical, and prioritization skills.
• Excellent written and verbal communication skills.
• Strong skills with Office suite, including Excel and PowerPoint.

Responsibilities

• Lead the relationship with State partners, serving as their point person for Vestwell’s program administration of State Auto-IRA Programs.
• Conduct regular State client meetings, identifying risks and mitigations to ensure successful delivery of solutions according to client needs.
• Collaborate cross-functionally with Product, Engineering, Marketing, Technology, Finance, Operations, and Legal to meet needs, SLAs, and state program requirements.
• Ensure implementation of ongoing relationship strategies and initiatives to achieve State Plan launch and ongoing administration goals.
• Design and execute success plans to optimize client relationships, adoption, and satisfaction with Vestwell.
• Communicate with clients through email, phone, online presentations, screen sharing, and in-person meetings to understand needs.
• Develop expertise on products and regulatory requirements to provide timely, professional customer support.
• Assist Sales/Operations with RFP responses for new state program opportunities.

Job description

Vestwell is seeking a Relationship Manager to join the State Retirement Auto-IRA Programs team in New York. You will be the primary liaison with state partners, align objectives with Vestwell's retirement platform, and ensure successful delivery of program deliverables.

You will collaborate with Product, Engineering, Marketing, Finance, Operations, and Legal to meet SLAs, manage escalations, and develop success plans that drive adoption and satisfaction.