Search the 10 jobs at Vestwell

As an Employer Services Coordinator, you'll assist Plan Sponsors, manage client expectations, resolve issues, and provide excellent customer service. Collaboration with internal teams and participation in client calls are key components of the role, ensuring timely and accurate client interactions while maintaining a strong focus on service excellence.

The Investment Analyst will support the Portfolio Manager by presenting market data to aid decision-making, maintaining investment performance reports, conducting due diligence on investment vehicles, and providing insights to clients and stakeholders. The candidate will be expected to improve portfolio analysis and communicate market trends effectively.

As a Principal, People (HR) Business Partner, you will manage the full employee life-cycle, support employee relations, drive HR initiatives, and ensure compliance with employment laws while collaborating with the Sales & Marketing organization to facilitate growth and support team development.

The Senior Coordinator will provide administrative and operational support for the Austin office, manage office supplies, assist with onboarding and offboarding, coordinate office events, and serve as a point of contact for the People Team. Key skills include strong communication, organization, and problem-solving abilities.

The Salesforce Integration Lead will define and develop interfaces and integrations for Salesforce solutions and external applications. Responsibilities include designing integrations, testing, maintaining integration standards, and conducting workshops to share knowledge with internal and external teams.

The Senior Performance Marketing Analyst at Vestwell will lead data-driven marketing initiatives, focusing on managing drip campaigns, maintaining the contact database, and creating reports to optimize the marketing funnel. Collaborating with teams across finance, sales, and marketing, this role aims to enhance lead generation and ensure alignment with business goals.

The Plan Design Consultant will consult with Plan Sponsors on defined contribution plans, perform plan analysis and document reviews, and ensure a smooth transition from Sales to Implementation. Responsibilities include providing illustration support, managing project transfers, and collaborating with product teams to enhance technology processes.

The Senior Investment Associate is responsible for coordinating the setup of investment products, managing communications with stakeholders, and ensuring the effective onboarding of plans onto the Vestwell platform. This role involves working closely with sales teams, custody partners, and investment advisors to manage operational oversight in investment management.

The Sales Development Representative (SDR) will engage potential customers through high volumes of calls, qualify prospects, and generate meetings for the sales team, showcasing Vestwell's financial wellness products and services effectively to clients.

As a Billing Specialist at Vestwell, you will manage customer profiles, prepare invoices, monitor accounts receivable, and support financial reporting. You will work closely with clients and internal teams to resolve billing issues and streamline processes, contributing to the overall financial health of the company.