Jobs at Vestwell

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

Serve as first point of contact for savers in 401(k), 403(b), IRA, 529, ESA and other plans via phone, email, and chat. Troubleshoot issues, process distribution requests, research with internal teams, meet QA/KPI targets, create tickets and follow up, and provide product feedback to improve client experience.

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.

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

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.

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.

Build and maintain integrations between Vestwell and third-party services; design SaaS integration architecture; orchestrate and sync data across systems; monitor and support integrations; collaborate with product and operations teams.

Lead content strategy for Vestwell's government partner channel: plan, create, and optimize multi-format content (email, web, white papers, sales enablement), manage editorial calendar, set and measure content KPIs, and collaborate cross-functionally to support business goals.

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

Support sales operations across contracting desk, pipeline support, post-sale changes, and CRM data hygiene. Generate and track contracts, assist sales with opportunity updates, manage amendments and pricing changes, perform Salesforce data cleanups and bulk updates, provide ad-hoc reporting, and partner cross-functionally with Legal, Finance, Customer Success, and Revenue Operations to resolve deal blockers and improve processes.

Serve as primary client contact for advisors and plan sponsors: answer inbound calls and emails, resolve administration issues, create and track tickets, host webinars, collaborate cross-functionally, share product feedback, and meet service level requirements to ensure client satisfaction.

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.

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 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.