Jobs at Vestwell

Drive new business by prospecting, qualifying, and closing retirement plan sales with financial advisors across a regional territory. Manage full sales cycle, maintain pipeline, hit KPIs/quota, use MEDDPICC methodology, collaborate with RVPs and cross-functional teams, and leverage Salesforce and sales tools to scale repeatable processes.

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.

Manage and retain top employer clients and pooled plans, handle inbound inquiries and change orders, conduct proactive outreach and client reviews, collaborate cross-functionally, create processes and playbooks, provide coverage to other service teams, document interactions, and escalate compliance or legal issues as needed.

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.

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.

Process and monitor plan cash, wires, checks and trade settlements; investigate and reconcile cash and share discrepancies; support record-keeping, operating procedures, and cross-functional collaboration to meet timelines and resolve complex operational issues.

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.

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 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.

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.

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.