Vestwell
Vestwell is a financial technology company powering the new savings economy. The New York City‑based fintech platform redefines how people save for retirement, education, and healthcare 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 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.
Who Are We Looking For? We are growing and looking for an experienced Implementations Manager 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 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.
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, and 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
Minimum 1–2 years of experience within a 401(k) retirement operations role
2–4 years of experience in project management and leading team initiatives end to end; you should be flexible, creative, team‑oriented, results‑driven, and able to collaborate with internal and external stakeholders
Professional experience using and optimizing internal technical operational tools (e.g., Jira, Zendesk, Asana, Google Workspace) and helping others develop 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 sale to release of conversion data
General knowledge of ERISA rules and requirements, and experience with one or more compliance / record‑keeping systems (e.g., SunGard Relius, ASC, FIS)
Qualified 401(k) Administrator (QKA) or higher ASPPA credential
PMP or similar project management certification
This role will be based in Vestwell’s New York or Austin office and will be expected to report to the office in a hybrid schedule.
The expected base salary range for this position is a minimum of $80K–$90K, plus performance‑based bonus. The position is eligible to participate in the Company Bonus Pool and to receive new‑hire equity in the Company. Salary bands may vary based on the location where the role is ultimately hired.
OUR BENEFITS We’re an innovative, high‑growth company with many milestones ahead. We value health and wellness at Vestwell and, in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage, generous vacation, a hybrid office policy, and a great 401(k) plan. All employees are welcome at our spacious Midtown Manhattan office, where multiple workspace options accommodate everyone’s productivity style.
OUR PROCESS Our hiring process begins with one to two conversations about Vestwell, your experience, and your interests. Next steps vary by role: skill or experience screens (e.g., coding interview for engineers, portfolio review for designers, deeper experience call for other roles) lead to a virtual or in‑person interview panel if the screens go well. Before making an offer, we conclude with a reference‑check stage for the recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
All correspondence will come from recruiting@vestwell.com. Any other domain not ending in @vestwell.com is not our recruitment team.
As set forth in Vestwell’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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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.
Who Are We Looking For? We are growing and looking for an experienced Implementations Manager 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 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.
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, and 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
Minimum 1–2 years of experience within a 401(k) retirement operations role
2–4 years of experience in project management and leading team initiatives end to end; you should be flexible, creative, team‑oriented, results‑driven, and able to collaborate with internal and external stakeholders
Professional experience using and optimizing internal technical operational tools (e.g., Jira, Zendesk, Asana, Google Workspace) and helping others develop 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 sale to release of conversion data
General knowledge of ERISA rules and requirements, and experience with one or more compliance / record‑keeping systems (e.g., SunGard Relius, ASC, FIS)
Qualified 401(k) Administrator (QKA) or higher ASPPA credential
PMP or similar project management certification
This role will be based in Vestwell’s New York or Austin office and will be expected to report to the office in a hybrid schedule.
The expected base salary range for this position is a minimum of $80K–$90K, plus performance‑based bonus. The position is eligible to participate in the Company Bonus Pool and to receive new‑hire equity in the Company. Salary bands may vary based on the location where the role is ultimately hired.
OUR BENEFITS We’re an innovative, high‑growth company with many milestones ahead. We value health and wellness at Vestwell and, in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage, generous vacation, a hybrid office policy, and a great 401(k) plan. All employees are welcome at our spacious Midtown Manhattan office, where multiple workspace options accommodate everyone’s productivity style.
OUR PROCESS Our hiring process begins with one to two conversations about Vestwell, your experience, and your interests. Next steps vary by role: skill or experience screens (e.g., coding interview for engineers, portfolio review for designers, deeper experience call for other roles) lead to a virtual or in‑person interview panel if the screens go well. Before making an offer, we conclude with a reference‑check stage for the recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
All correspondence will come from recruiting@vestwell.com. Any other domain not ending in @vestwell.com is not our recruitment team.
As set forth in Vestwell’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr