Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
Vestwell is expanding and we’re keen to add an amazing Associate Product Manager to our Product team who’s passionate about changing the retirement industry. We’re looking for someone who loves to solve problems and is looking to level-up their Product Management skills. This role will focus on the coordination of the delivery of product enhancements from the requirements phase through user acceptance and production support. To accomplish this, the candidate must have a strong drive to execute and deliver and the ability to communicate with internal and external Development, Business, and QA teams.
We’re a startup so you’ll be actively engaging with people across the organization, while continuously driving priorities forward. You are someone who will dive into whatever creative challenge is placed in front of you, as you’ll have your hand in many of the following: writing product requirements, defining acceptance criteria and test cases, and working with UX to hone wireframes. Your job requires a collaborative relationship with operations, engineering, QA, and business stakeholders to deliver new product features that meaningfully impact the growth of our product.
What Will You Be Doing?
Day-to-Day You May Also Be Expected To:
- Help define the scope of projects using input from Product leaders, business stakeholders, subject matter experts, and Engineers
- Set product direction across Salesforce Sales Cloud, Service Cloud, and Experience Cloud, including data models, automation, routing, permissions, integrations, and release quality. Partner with internal stakeholders across the company to ensure Salesforce is meeting company business needs
- Break down complex business use cases into technical specifications. Work directly with partner engineering teams and vendors on integration design, API specifications, implementation questions, and launch risks. Translate commercial commitments into system requirements.
- Support internal users and serve as a knowledgeable point of contact for teams using GTM systems. Triage reported issues, investigate likely causes across workflows, data, configuration, and integrations, resolve or coordinate fixes where appropriate, and communicate status and workarounds. Identify recurring issues and turn them into product improvements, documentation, or training.
- Improve core commercial workflows. Guide product experiences for lead and opportunity management, plan configuration, proposals, pricing and approvals, contract workflows, and handoffs into onboarding and service.
- Strengthen data and reporting foundations: Improve the data quality, lifecycle controls, and integrations that support dependable pipeline, revenue, and operational reporting. Partner with Analytics and Engineering to reconcile reporting to source systems.
Requirements
The Necessities
- Professional experience as a business or data analyst or product manager
- Strong Salesforce platform fluency across Service Cloud, AgentForce, Data Cloud, including data modeling, Flow, Apex, validation, assignment queues, permissions, and release practices.
- Strong ability to troubleshoot issues and identify root causes rather than treating symptom level issues.
- Ability to thoroughly understand business requirements, define solutions, and specify functional requirements for use by the engineering team
- A track record of building an intake and prioritization practice for multiple stakeholder groups with competing needs.
- Strong written communication: you can turn ambiguous needs into crisp requirements, decisions, and plans that stand on their own.
- Ability to work in a fast paced, project-oriented environment, and meet deadlines under tight time constraints
The Extras
- 401(k), Retirement, and/or Benefits Administration experience
- Early stage startup, Fin-Tech, Tech, and/or Financial Services experience
- Experience with AWS Connect
- Experience with SQL
- DemandTools, Salesforce DataLoader
This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $100K - $115K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Full-Time Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Skills Required
- Professional experience as a business analyst, data analyst, or product manager
- Strong Salesforce platform fluency across Service Cloud, Agentforce, and Data Cloud
- Experience with Salesforce data modeling, Flow, Apex, validation, assignment queues, permissions, and release practices
- Strong troubleshooting and root-cause analysis abilities
- Ability to understand business requirements, define solutions, and specify functional requirements for engineering
- Experience building intake and prioritization practices for multiple stakeholder groups
- Strong written communication skills
- Ability to work in a fast-paced, project-oriented environment and meet tight deadlines
- Experience with 401(k), retirement, or benefits administration
- Early-stage startup, fintech, technology, or financial services experience
- Experience with AWS Connect
- Experience with SQL
- Experience with DemandTools or Salesforce Data Loader
Vestwell Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vestwell and has not been reviewed or approved by Vestwell.
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Retirement Support — Retirement benefits are portrayed as a standout, with a non‑elective employer contribution and broad eligibility across employment types. This consistent support increases perceived total compensation value.
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Healthcare Strength — Health coverage is described as competitive, with employer-paid benefits, HSA support, and monthly contributions that enhance affordability. The medical offering comes across as comprehensive and reliable.
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Parental & Family Support — Parental leave is characterized as generous, including extended time off and a reduced schedule upon return without reduced pay. These policies meaningfully support caregivers.
Vestwell Insights
What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors, we’re tackling a complex challenge with collaboration, innovation, and purpose at every step.
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