Vestwell
New York, NY | Austin, TX | King of Prussia, PA | Phoenix, AZ
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 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. To learn more, visit vestwell.com
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 during onboarding.
While we’re not looking for deep expertise, prior experience in client servicing, plan administration and non‑discrimination testing, plan design, and/or end‑to‑end conversion processing for 401(k)/403(b) plans is helpful. If you don’t have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, the ability to adapt within a fast‑paced business environment, and previous client management experience handling several clients and projects at once, we’d be delighted to connect with you!
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 The Necessities
4‑7 years of experience in project management and leading team initiatives end to end; you’re flexible, creative, team‑oriented, results‑driven, and can effectively collaborate with both internal and external stakeholders.
Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ 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 sales to release of conversion data.
PMP or similar project management certifications.
The Extras
General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS).
Qualified 401(k) Administrator (QKA) or higher ASPPA credential.
This role will be based in Vestwell’s New York, Austin, King of Prussia, or Phoenix 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 $80 K – $90 K, plus performance‑based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new‑hire equity in the Company. Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Our Benefits We’re an innovative, high‑growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and, in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Naturally we have a great 401(k) plan!
Our Process It starts the same for every candidate: getting to know the team members through 1–2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in‑person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from recruiting@vestwell.com; any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
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.
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval, or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.
A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval, or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval, or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Disability Information
Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn’s Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention‑deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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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 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. To learn more, visit vestwell.com
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 during onboarding.
While we’re not looking for deep expertise, prior experience in client servicing, plan administration and non‑discrimination testing, plan design, and/or end‑to‑end conversion processing for 401(k)/403(b) plans is helpful. If you don’t have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, the ability to adapt within a fast‑paced business environment, and previous client management experience handling several clients and projects at once, we’d be delighted to connect with you!
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 The Necessities
4‑7 years of experience in project management and leading team initiatives end to end; you’re flexible, creative, team‑oriented, results‑driven, and can effectively collaborate with both internal and external stakeholders.
Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ 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 sales to release of conversion data.
PMP or similar project management certifications.
The Extras
General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS).
Qualified 401(k) Administrator (QKA) or higher ASPPA credential.
This role will be based in Vestwell’s New York, Austin, King of Prussia, or Phoenix 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 $80 K – $90 K, plus performance‑based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new‑hire equity in the Company. Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Our Benefits We’re an innovative, high‑growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and, in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Naturally we have a great 401(k) plan!
Our Process It starts the same for every candidate: getting to know the team members through 1–2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in‑person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from recruiting@vestwell.com; any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
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.
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval, or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.
A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval, or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval, or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Disability Information
Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn’s Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention‑deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
#J-18808-Ljbffr