Jobs at Vestwell

Manage and optimize paid campaigns on Google Search and LinkedIn; write and test ad copy, creative, and landing pages; refine targeting and audiences; run and report on email campaigns and deliverability; monitor shared inbox and handle responses; iterate on budget and creative to drive clicks and leads; report performance metrics and trends.

Lead cross-functional initiatives to design scalable operational processes and system requirements. Drive roadmap prioritization, stakeholder engagement, documentation standards, and data-driven process optimization to improve efficiency and operational scalability in a retirement/financial services context.

Lead cross-functional program management to define operational and systems strategy, prioritize and execute a scalable roadmap, optimize processes, oversee governance and documentation, and use data-driven insights to improve efficiency and client experience across retirement and benefits platforms.

Manage and validate pricing-to-billing flows, maintain ARR calculations and commission systems, analyze pricing structures, own CRM/billing/commission platforms, prioritize cross-functional workstreams, maintain payment-related databases, and produce business requirements to enable scalable revenue operations solutions.

Support the VP of National Sales by building scalable dashboards and executive reporting, conducting ROI and sales-cycle analyses, managing discount budgets and commission workflows, and drafting strategic planning materials to scale the go-to-market model and identify growth opportunities.

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.

Drive retirement plan sales across an assigned region by building strategic partnerships, prospecting and closing plan opportunities, demoing Vestwell's platform, and managing hand-offs to implementation and client success. Own pipeline, revenue targets, and regional sponsor relationships while traveling extensively and providing leadership and strategic support to the broader sales team.

Use knowledge of 529 and CSA plan mechanics and regulatory rules to produce compliant, accurate reporting. Design data models, queries, and governed analytics; identify and resolve data discrepancies and system issues. Manage end-to-end reporting cycles, automate manual processes, support data pipelines with engineering/product, handle reporting requests, draft Jira epics/stories with acceptance criteria, and document workflows, data models, and quality control procedures.

The Staff Software Engineer will develop and support product features, enforce coding best practices, mentor junior engineers, and contribute to architectural decisions in a fintech environment.

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.

Consult with plan sponsors to design and document compliant retirement plans. Interpret ERISA/DOL/IRS rules, draft and maintain plan documents, manage large document projects, and partner with onboarding, product, and operations to automate and scale plan document processes.

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 billing operations for state agency programs, prepare invoices and revenue calculation packages, reconcile billing and bank accounts, own collections, support month/quarter close and audits, collaborate with internal teams and state partners, and drive billing system and process improvements.

Support plan conversions onto Vestwell by recording and reconciling cash and in-kind transfers, coordinating trade settlement with sub-custodians, managing installation and deconversion processes, communicating timelines with advisors and vendors, maintaining CRM data, monitoring conversion wires, documenting procedures, resolving operational issues, and contributing to process improvement and implementation projects.

Provide high-quality support to plan sponsors and advisors via phone and email, manage a book of business, resolve client issues, create and track tickets, collaborate cross-functionally, share product feedback, host webinars, and adhere to service level standards to ensure client satisfaction.

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

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.

Lead and grow an AI engineering organization to design, build, and operate production-grade AI services. Define architecture, drive execution, implement RAG, agents, and orchestration, ensure reliability, observability, and CI/CD, and partner with Product, Data, Security, and business stakeholders while recruiting and mentoring engineers.

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.