Vestwell Benefits Overview

Lead relationships with state Auto-IRA program clients, serving as the primary contact and ensuring successful program administration. Develop success plans, manage escalations, coordinate cross-functional delivery, monitor client objectives and satisfaction, and support product launches and ongoing operations. The role requires strong communication, organization, strategic problem-solving, financial services or government knowledge, and the ability to work with executive stakeholders. It also assists Sales and Operations with RFP responses and maintains expertise in retirement products and compliance requirements.

Owns go-to-market sales acceleration through executive reporting, sales campaign management, ROI and sales-cycle analysis, commission and quota workflows, funnel automation, and scalable dashboards. Partners with GTM and FP&A teams to improve distribution efficiency, guide investments, and drive revenue growth. The role is hybrid and based in New York City.

Processes retirement-plan distributions and loans accurately while complying with procedures and regulatory requirements. Manages high-volume, time-sensitive participant requests, conducts outbound verification calls, gathers documentation by email, and records interactions in Jira and related systems. Collaborates with teammates to improve workflows, maintain quality, and support participant satisfaction. The role requires strong organization, communication, adaptability, and willingness to learn retirement-services processes.