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The Senior Specialist, Plan Design will support Sales and Plan Design teams in creating optimal defined contribution plan designs for retirement services. Responsibilities include plan design consultations, plan design reviews, drafting plan documents, and ensuring a smooth transition from design to implementation for clients.
Seeking a Sales Operations Manager to support the sales team in achieving aggressive goals, enhancing sales motions, and optimizing time to value. Responsibilities include synthesizing data, project management, and strategic thinking to ensure sales rep time is spent on high impact initiatives and activities.
Seeking experienced Implementation Relationship Manager to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors during onboarding to Vestwell's platform. Responsibilities include managing onboarding process, collaborating with internal stakeholders, providing subject matter expertise, and ensuring successful transition of new plans to the platform.