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Fintech • Software • Financial Services
The Events Associate will support event logistics, coordinate venues, assist with promotional materials, and manage branding consistency for events.
Fintech • Software • Financial Services
The Associate will support employer plan inquiries and administration, collaborate with cross-functional teams, and assist clients with retirement plan issues.
Fintech • Software • Financial Services
The Senior Associate, Implementations is responsible for managing the onboarding process for plan sponsors, providing project management support, and collaborating with various stakeholders.
Fintech • Software • Financial Services
This role involves coordinating investment product setups with custodians and investment managers, managing communications, and ensuring compliance with performance standards while guiding team members.
Fintech • Software • Financial Services
The Associate will improve data processes, support automation, manage workflows, and collaborate with teams to enhance operational efficiency and scalability.
Fintech • Software • Financial Services
As a Client Success Coordinator, you will manage client inquiries, resolve issues, collaborate with teams, and provide outstanding customer support.
Fintech • Software • Financial Services
The Internal Sales Associate will drive sales by converting leads, managing the sales cycle, maintaining relationships, and achieving KPIs in a fast-paced environment.
Fintech • Software • Financial Services
Responsibilities include client-facing support, collaborating with teams, and delivering exceptional service in a fast-paced environment, requiring attention to detail.
Fintech • Software • Financial Services
The Senior Associate, Platform Engagement will analyze client platform utilization, develop engagement strategies, and consult with clients to improve retirement savings participation.
Fintech • Software • Financial Services
The Auto IRA Relationship Manager ensures clients receive value from Vestwell's services, developing strategies to meet business objectives and collaborating with various teams to optimize client relationships.
Fintech • Software • Financial Services
As a Saver Service Coordinator, you will handle client inquiries via email and phone, resolve issues using company policies, and ensure client satisfaction through effective communication and follow-up.
Fintech • Software • Financial Services
Develop robust AI-driven applications, focusing on production-level code and collaborating with cross-functional teams to integrate AI features into products.
Fintech • Software • Financial Services
The Senior Associate, Desktop Support will optimize corporate IT processes, manage Mac environments, and provide end-user technical support in a fast-paced setting.
Fintech • Software • Financial Services
The Senior Analyst will monitor and manage cybersecurity systems, mitigate risks, and improve security posture, collaborating with various teams.
Fintech • Software • Financial Services
The Business Development Associate will convert leads into sales, maintain sales pipeline relationships, and meet revenue growth objectives through effective sales practices in a fintech environment.
Fintech • Software • Financial Services
The RVP will drive sales of retirement plans, build strategic partnerships, manage a sales pipeline, and meet revenue targets in Chicago.
Fintech • Professional Services • Social Impact • Software • Financial Services
The Sales Development Representative qualifies prospects, generates meetings, and supports the sales process by understanding products and communicating value effectively.
Fintech • Professional Services • Social Impact • Software • Financial Services
The Senior Associate supports employer plan administration inquiries, collaborates with internal teams, and manages client relationships in retirement services.
Fintech • Professional Services • Social Impact • Software • Financial Services
As a Saver Services Associate, you'll handle client inquiries via email, chat, and phone, ensuring customer satisfaction through effective problem-solving and support. You'll also assist in processing distribution requests and gather feedback for product improvement.
Fintech • Professional Services • Social Impact • Software • Financial Services
The Employer Services Associate is responsible for managing client relationships, resolving issues, ensuring client satisfaction, and supporting cross-functional teams.