Jobs at Vestwell

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.

Owns go-to-market sales acceleration through executive reporting, sales campaign management, ROI and sales-cycle analysis, commission and quota workflows, funnel automation, and scalable dashboards. Partners with GTM and FP&A teams to improve distribution efficiency, guide investments, and drive revenue growth. The role is hybrid and based in New York City.

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.

Process and monitor custody operations, including incoming cash, wires, checks, trade settlement, plan corrections, cash and share reconciliations, and record keeping. Investigate discrepancies, support internal teams, oversee action items, maintain operating procedures, audit plan administration, and monitor project deliverables. The role requires strong numerical, analytical, organizational, communication, and Excel skills, with collaboration across internal stakeholders and sub-custodians.

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.

Build and update React and TypeScript user interfaces for a 401(k) platform, write unit tests, collaborate with Product, Design, and Engineering, work from Jira tickets, submit pull requests, respond to code reviews, and learn production software development through mentorship. The role involves incrementally taking on independent work while following established coding standards, component libraries, design systems, and Git workflows.

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 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 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.

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.

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

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.