Vestwell
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Workplace Solutions Manager
role at
Vestwell .
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings 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 United States.
Vestwell offers a range of products, including workplace‑delivered retirement plans, employer‑offered student loan repayment benefits, and 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. For more information, visit vestwell.com.
Who Are We Looking For? The Solution Management team exists to drive tactical efficiency while always keeping the big picture in mind. Members of the Solution Management team are the connective tissue between the client‑facing front end and the operational back end. We use data to identify the initiatives that will have the largest impacts and manage our roadmap accordingly. We strive to ensure that Vestwell’s operational teams have the tools they need to provide an exceptional experience for partners and clients while working within optimized, repeatable processes that create scalable and predictable timelines.
What Will You Be Doing?
Strategic Partnership & Stakeholder Engagement – Serve as a key liaison across business units (e.g., sales, finance, service, compliance) to assess the operational impact of new products and opportunities. Influence cross‑functional decision‑making by providing data‑driven insights and recommendations.
Operational & Systems Strategy – Lead the development of scalable, efficient processes by analyzing business needs and translating them into actionable system and operational requirements. Drive alignment between business objectives and technology solutions.
Roadmap Development & Execution – Help drive the management and updating of a long‑term solution roadmap, ensuring initiatives are effectively prioritized based on business impact, operational feasibility, and strategic goals. Continuous Process & System Optimization – Oversee ongoing evaluation, analysis, and refinement of system requirements and business processes. Ensure seamless implementation of updates while mitigating operational risks.
Governance & Documentation – Establish and maintain best‑in‑class documentation standards for internal and external use. Lead the formalization and communication of requirements, ensuring clarity and alignment across teams.
Data‑Driven Decision‑Making – Leverage data analytics and reporting to identify inefficiencies, emerging trends, and areas for process optimization. Provide actionable insights to drive efficiency, scalability, and business performance.
Requirements
Proven experience in business operations, process optimization, or systems strategy, preferably in a leadership capacity.
Strong ability to translate complex business challenges into actionable operational and system improvements.
Demonstrated success in managing cross‑functional initiatives and influencing senior stakeholders.
Proficiency in leveraging data to drive decision‑making and prioritization.
Exceptional communication and documentation skills, with a strong attention to detail.
Drive to lift up team members through collaboration, training, and coordination.
Love of learning and growth, to continue to level‑up technical and softer skills.
Stakeholder Management – Collaborate with stakeholders to gather project requirements and provide teams with required input for implementation.
Demonstrated ability to balance own workload with team needs and to speak up and work with managers to prioritize projects when needed.
The ability to dig deep into the details of one product or process while keeping the big picture in mind.
Continued growth in industry and regulatory knowledge to support prioritization efforts (balancing efficiency with regulatory requirements).
Experience in the retirement, financial services or employee benefit industries.
Extras
Understanding of the retirement and employee benefit industry.
Extensive knowledge of ERISA rules and requirements.
Familiarity with contracting, agreements and DocuSign.
Prior experience working in an agile or scrum framework.
Location & Compensation This role will be based in Vestwell’s NYC HQ office and will be part of Vestwell’s hybrid in‑office operation. The expected base salary range for this position is $80 000–$90 000. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company.
Benefits We’re an innovative, high‑growth company with many milestones ahead. We value health and wellness, offering competitive health coverage and generous vacation. We have a hybrid office policy and many office locations. We also have a great 401(k) plan.
Hiring Process It starts the same for every candidate: getting to know the team through 1–2 conversations about Vestwell, your experience, and your interests. Next steps may include a skill or experience screen (e.g., a coding interview for an Engineer). Successful candidates then move to a virtual or in‑person interview panel. Before making an offer, we conclude with a reference check. We prioritize transparency and lack of surprise throughout the process.
#J-18808-Ljbffr
Workplace Solutions Manager
role at
Vestwell .
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings 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 United States.
Vestwell offers a range of products, including workplace‑delivered retirement plans, employer‑offered student loan repayment benefits, and 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. For more information, visit vestwell.com.
Who Are We Looking For? The Solution Management team exists to drive tactical efficiency while always keeping the big picture in mind. Members of the Solution Management team are the connective tissue between the client‑facing front end and the operational back end. We use data to identify the initiatives that will have the largest impacts and manage our roadmap accordingly. We strive to ensure that Vestwell’s operational teams have the tools they need to provide an exceptional experience for partners and clients while working within optimized, repeatable processes that create scalable and predictable timelines.
What Will You Be Doing?
Strategic Partnership & Stakeholder Engagement – Serve as a key liaison across business units (e.g., sales, finance, service, compliance) to assess the operational impact of new products and opportunities. Influence cross‑functional decision‑making by providing data‑driven insights and recommendations.
Operational & Systems Strategy – Lead the development of scalable, efficient processes by analyzing business needs and translating them into actionable system and operational requirements. Drive alignment between business objectives and technology solutions.
Roadmap Development & Execution – Help drive the management and updating of a long‑term solution roadmap, ensuring initiatives are effectively prioritized based on business impact, operational feasibility, and strategic goals. Continuous Process & System Optimization – Oversee ongoing evaluation, analysis, and refinement of system requirements and business processes. Ensure seamless implementation of updates while mitigating operational risks.
Governance & Documentation – Establish and maintain best‑in‑class documentation standards for internal and external use. Lead the formalization and communication of requirements, ensuring clarity and alignment across teams.
Data‑Driven Decision‑Making – Leverage data analytics and reporting to identify inefficiencies, emerging trends, and areas for process optimization. Provide actionable insights to drive efficiency, scalability, and business performance.
Requirements
Proven experience in business operations, process optimization, or systems strategy, preferably in a leadership capacity.
Strong ability to translate complex business challenges into actionable operational and system improvements.
Demonstrated success in managing cross‑functional initiatives and influencing senior stakeholders.
Proficiency in leveraging data to drive decision‑making and prioritization.
Exceptional communication and documentation skills, with a strong attention to detail.
Drive to lift up team members through collaboration, training, and coordination.
Love of learning and growth, to continue to level‑up technical and softer skills.
Stakeholder Management – Collaborate with stakeholders to gather project requirements and provide teams with required input for implementation.
Demonstrated ability to balance own workload with team needs and to speak up and work with managers to prioritize projects when needed.
The ability to dig deep into the details of one product or process while keeping the big picture in mind.
Continued growth in industry and regulatory knowledge to support prioritization efforts (balancing efficiency with regulatory requirements).
Experience in the retirement, financial services or employee benefit industries.
Extras
Understanding of the retirement and employee benefit industry.
Extensive knowledge of ERISA rules and requirements.
Familiarity with contracting, agreements and DocuSign.
Prior experience working in an agile or scrum framework.
Location & Compensation This role will be based in Vestwell’s NYC HQ office and will be part of Vestwell’s hybrid in‑office operation. The expected base salary range for this position is $80 000–$90 000. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company.
Benefits We’re an innovative, high‑growth company with many milestones ahead. We value health and wellness, offering competitive health coverage and generous vacation. We have a hybrid office policy and many office locations. We also have a great 401(k) plan.
Hiring Process It starts the same for every candidate: getting to know the team through 1–2 conversations about Vestwell, your experience, and your interests. Next steps may include a skill or experience screen (e.g., a coding interview for an Engineer). Successful candidates then move to a virtual or in‑person interview panel. Before making an offer, we conclude with a reference check. We prioritize transparency and lack of surprise throughout the process.
#J-18808-Ljbffr