Vestwell
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Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
The SDR will engage potential clients, qualify leads, manage a prospect pipeline, and support sales efforts in financial wellness products.
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
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.
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
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.
