Vestwell Benefits Overview

Serve partner relationships (advisors, TPAs, national accounts, PEOs) to drive retention and growth. Support Partner Success Managers with reviews, participant education, reporting, CRM updates, inbound triage, knowledge base maintenance, and cross-functional product/quality initiatives.

The Business Development Associate will drive lead generation, manage a sales pipeline, and convert leads into sales for retirement solutions, mainly through collaboration with financial advisors.

The Associate, Payroll Operations ensures payroll accuracy by resolving operational issues, managing workflows, and collaborating across teams while adhering to compliance frameworks.