Jobs at Vestwell

The SDR will engage potential clients, qualify leads, manage a prospect pipeline, and support sales efforts in financial wellness products.

The Senior Associate will manage the onboarding process for plan sponsors and financial advisors, ensuring a smooth transition to Vestwell's platform while collaborating cross-functionally and providing project management support.

Manage end-to-end onboarding of 401(k)/403(b) plans from sale through platform conversion. Serve as primary client advocate, coordinate with advisors, sponsors, prior recordkeepers and internal teams, track timelines and SLAs, and provide plan design training and implementation support.

Serve as the primary client advocate for plan sponsors and advisors during onboarding. Manage end-to-end onboarding projects, coordinate conversions with advisors and recordkeepers, communicate status to stakeholders, collaborate cross-functionally to meet SLAs, and provide training and subject-matter support on plan design and conversions.

The Senior Manager, Media Relations Strategist will execute PR strategies through planning and execution, enhancing media relations, content production, and executive visibility to boost brand authority across various channels.

Lead end-to-end brand design across campaigns, events, digital, and sales collateral. Manage high-volume requests, maintain design systems, produce web/email/social assets, support product UI, and coordinate vendors and design operations.

The Director of Enterprise Relationship Management will oversee strategic partnerships, enhance partnership success, and drive revenue growth through effective relationship and program management.

The Enterprise Relationship Manager will manage partnerships, ensure client satisfaction, drive revenue growth, and support project delivery at Vestwell.

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

The Payroll Implementation Associate will manage payroll integrations, ensuring a smooth onboarding process while coordinating with clients and internal team members to resolve issues and maintain data accuracy.

The Senior Sales Development Representative at Vestwell focuses on driving new business through financial advisors, managing the full sales cycle, and achieving revenue growth objectives in a high-growth environment.

The Associate, Strategic Finance will support leadership with financial analysis, modeling, and decision-making, focusing on the revenue model and sales-related KPIs.

The Coordinator will support the Document Compliance Team by drafting plan documents, project management, and assisting team members with processes related to 401(k) and 403(b) plans.

As a Finance Manager, you will partner with GTM teams to provide insights, manage budgeting, oversee sales commission processes, and develop KPI dashboards while performing financial analyses.

The VP, Business Development Team will lead sales strategy, operations management, training, performance analysis, and cross-functional collaborations to drive revenue growth for Vestwell's Financial Advisor Channel.

The Client Services Coordinator provides support to Plan Sponsors by managing client inquiries, resolving issues, and facilitating communication among teams for optimal customer satisfaction.

The Employer Services Coordinator at Vestwell will manage client inquiries and assist with plan administration, ensuring customer satisfaction through effective communication and problem resolution.

The Director of Product Marketing will create promotional materials, strategize product launches, and support sales efforts, requiring a strong understanding of financial services.

The Sales Development Representative qualifies prospects, generates meetings, and supports the sales process by understanding products and communicating value effectively.

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.