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Fintech • Software • Financial Services
The Senior Associate, Implementations is responsible for managing the onboarding process for plan sponsors, providing project management support, and collaborating with various stakeholders.
Fintech • Software • Financial Services
This role involves coordinating investment product setups with custodians and investment managers, managing communications, and ensuring compliance with performance standards while guiding team members.
Fintech • Software • Financial Services
The National Sales Associate supports the sales team by coordinating logistics, preparing materials, and managing follow-ups to enhance sales productivity and client interaction.
Fintech • Software • Financial Services
The Partner Activation Associate coordinates new partnerships, manages the partnership pipeline, and ensures efficient onboarding, supporting sales operations and project management activities.
Fintech • Software • Financial Services
The Associate will improve data processes, support automation, manage workflows, and collaborate with teams to enhance operational efficiency and scalability.
Fintech • Software • Financial Services
The Salesforce Integration Lead will design, develop, and implement integration solutions between Salesforce and external systems, ensuring high performance and scalability, while managing integration best practices and testing protocols.
Fintech • Software • Financial Services
As a Client Success Coordinator, you will manage client inquiries, resolve issues, collaborate with teams, and provide outstanding customer support.
Fintech • Software • Financial Services
The Internal Sales Associate will drive sales by converting leads, managing the sales cycle, maintaining relationships, and achieving KPIs in a fast-paced environment.
Fintech • Software • Financial Services
Join Vestwell as a Product Manager to enhance money movement capabilities in the fintech space, manage product features, and collaborate with cross-functional teams.
Fintech • Software • Financial Services
The Senior Associate, Platform Engagement will analyze client platform utilization, develop engagement strategies, and consult with clients to improve retirement savings participation.
Fintech • Software • Financial Services
Develop robust AI-driven applications, focusing on production-level code and collaborating with cross-functional teams to integrate AI features into products.
Fintech • Software • Financial Services
The Business Development Associate will convert leads into sales, maintain sales pipeline relationships, and meet revenue growth objectives through effective sales practices in a fintech environment.
Fintech • Software • Financial Services
The RVP will drive sales of retirement plans, build strategic partnerships, manage a sales pipeline, and meet revenue targets in Chicago.
Fintech • Software • Financial Services
The Sales Development Representative qualifies prospects, generates meetings, and supports the sales process by understanding products and communicating value effectively.
Fintech • Software • Financial Services
As a Saver Services Associate, you'll handle client inquiries via email, chat, and phone, ensuring customer satisfaction through effective problem-solving and support. You'll also assist in processing distribution requests and gather feedback for product improvement.
Fintech • Software • Financial Services
The Employer Services Associate is responsible for managing client relationships, resolving issues, ensuring client satisfaction, and supporting cross-functional teams.