Jobs at Vestwell

Leads a hybrid team of 12–15 client service associates supporting clients through email, chat, and phone. Responsibilities include performance management, coaching, service quality oversight, escalation resolution, regulatory adherence, process improvement, inquiry trend analysis, and cross-functional collaboration with product and operations teams to improve efficiency and client satisfaction.

Ten-week summer internship program offering hands-on experience across teams including AI Engineering, Cybersecurity, Finance, Operations, Partner Success, Retirement Plan Services, Payroll Operations, and Sales. Interns contribute to real projects through research, data analysis, and execution, supported by managers and mentors. Participants are expected to complete a defined deliverable, work independently within team workflows, and develop an understanding of Vestwell’s business.

Responds to inbound phone, email, and chat inquiries from individuals using workplace and education savings plans. Provides accurate, empathetic support; troubleshoots issues; reviews plan documents; processes distribution requests; creates tickets; and follows up within service-level requirements. The coordinator also escalates complex issues, meets quality and responsiveness KPIs, identifies process improvements, and shares client feedback with product teams.

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.

Support Vestwell Government Savings clients by managing escalated issues, coordinating cross-functional teams, overseeing project plans and reporting, resolving problems, and improving client engagement processes. The role requires independent judgment, regulatory awareness, strong communication, documentation, and prioritization while delivering timely, high-quality relationship management for state Auto-IRA programs.

The Business Development Representative generates qualified sales pipeline for Vestwell’s financial advisor channel through outbound prospecting, account research, discovery, qualification, and relationship building. Responsibilities include using phone, email, LinkedIn, Salesforce, and Salesloft; maintaining accurate CRM records; communicating value propositions; handling objections; participating in coaching; and consistently meeting performance goals. This six-month development role prepares high-performing representatives for full-cycle sales positions.

Leads relationship management for state ABLE program clients, serving as the primary contact for administration, project requests, issue resolution, and client satisfaction. Oversees project tracking, process implementation, quality control, program materials, and cross-functional coordination. Represents Vestwell at public meetings, conferences, and industry working groups while supporting ABLE program administration and stakeholder engagement.

Owns and organizes marketing workstreams for state savings programs, coordinating internal stakeholders, external partners, freelancers, timelines, content calendars, and cross-functional deliverables. Develops KPIs, analyzes content performance, identifies optimization opportunities, and manages projects from initiation through completion. The role requires strong financial or regulated-industry knowledge, independent execution, workflow optimization, and adaptability in a fast-growing FinTech environment.

Manage relationships with 529 and Child Savings Account partners, develop relationship plans, resolve escalated issues, coordinate cross-functional teams, support reporting requirements, address governance matters, and improve workflows. The role requires independent judgment, strong communication, organization, problem-solving, and the ability to manage multiple priorities while maintaining accurate documentation and delivering timely, high-quality partner support.

Performs fraud detection, AML monitoring, alert investigation, suspicious activity escalation, regulatory interpretation, and financial crime risk mitigation. Develops fraud typologies, prepares investigation and management reports, maintains case records, collaborates with operational teams, and supports compliance process improvements. The role requires independent judgment, strong analytical skills, regulatory knowledge, and accurate documentation in a fast-paced fintech environment.

Serves as a strategic HR partner to G&A leaders and employees, managing the full employee lifecycle, employee relations, compliance, performance, compensation, workforce planning, onboarding, engagement, and change management. Partners with Recruiting and Learning & Development, supports ERGs and organizational design, analyzes HR data, and leads the annual summer internship program. The role requires four days per week in Vestwell’s King of Prussia office.

Own marketing analytics, reporting, dashboards, metric definitions, and customer attributes. Connect Google Analytics, HubSpot, and Salesforce data; support segmentation, campaign measurement, funnel reporting, and data-quality improvements. Partner with Marketing, Data, Revenue Technology, Product, and Engineering to translate business needs into reliable reporting and actionable insights.

Own the full sales cycle for Vestwell’s financial advisor marketplace within an assigned region. Responsibilities include prospecting, needs assessment, consultative guidance, pipeline management, forecasting, plan design discussions, opportunity prioritization, and closing sales. The role partners with regional leadership and cross-functional teams, manages advisor relationships, applies MEDDPICC methodology, and achieves quotas and conversion KPIs.

Own the strategy, roadmap, and execution of payroll integrations connecting Vestwell with third-party systems. Define APIs and data workflows, collaborate with engineering, QA, partners, and stakeholders, lead integration initiatives through the product lifecycle, and analyze usage and performance data to improve reliability, efficiency, data quality, and partner experience.

Lead relationships with state Auto-IRA program clients, serving as the primary contact and ensuring successful program administration. Develop success plans, manage escalations, coordinate cross-functional delivery, monitor client objectives and satisfaction, and support product launches and ongoing operations. The role requires strong communication, organization, strategic problem-solving, financial services or government knowledge, and the ability to work with executive stakeholders. It also assists Sales and Operations with RFP responses and maintains expertise in retirement products and compliance requirements.

Processes retirement-plan distributions and loans accurately while complying with procedures and regulatory requirements. Manages high-volume, time-sensitive participant requests, conducts outbound verification calls, gathers documentation by email, and records interactions in Jira and related systems. Collaborates with teammates to improve workflows, maintain quality, and support participant satisfaction. The role requires strong organization, communication, adaptability, and willingness to learn retirement-services processes.

Supports retirement plan conversions and deconversions by coordinating asset transfers, trade settlements, wires, timelines, stakeholders, and client data. Reviews cash and in-kind transfers, resolves operational issues, maintains procedures, monitors action items, and recommends process improvements. The role requires strong numerical aptitude, reconciliation knowledge, organization, client communication, advanced Excel skills, and collaboration across implementation, investment, record-keeping, and custody teams.

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.

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.

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