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?
We are seeking a detail-oriented and proactive Operations Associate to join our team. In this role, you will be responsible for processing distributions and loans from retirement plans while adhering to established procedures and ensuring exceptional quality. The ideal candidate thrives in a fast-paced environment, enjoys managing time-sensitive tasks, and is eager to learn and grow within the retirement services industry.
What Will You Be Doing?
A key component of Vestwell’s mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration. As an Operations Associate, you will monitor and support these processes to ensure that sponsors can provide a 401(k) plan with as little friction as possible.
Day-to-Day You May Also Be Expected To:
- Process participant requests for distributions and loans from retirement plans accurately and efficiently.
- Adhere to company procedures, regulatory requirements, and quality standards during all transactions.
- Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity.
- Make outbound calls to participants to verify information or clarify details related to requests.
- Send professional, concise emails to participants to gather required supporting documentation.
- Accurately document participant interactions and outcomes within Jira and other tracking systems.
- Collaborate with team members to improve workflows and ensure participant satisfaction.
- Be open to coaching and continuously strive for improvement in skills and knowledge.
Requirements
The Necessities
- Familiarity with Jira, Zendesk, Aircall or similar task management and CRM software. Understanding of retirement plans and associated processes (e.g., loans, distributions).
- Strong verbal and written communication skills for participant outreach and documentation.
- Exceptional organizational skills and the ability to manage competing priorities.
- Willingness to learn, adapt to new challenges, and grow within the role.
- Experience in high-volume, detail-oriented environments is a plus.
This role will be based in the New York, 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 $55K - $65K 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.
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
- Familiarity with Jira, Zendesk, Aircall, or similar task-management and CRM software
- Understanding of retirement plans and related processes, including loans and distributions
- Strong verbal and written communication skills for participant outreach and documentation
- Exceptional organizational skills and ability to manage competing priorities
- Willingness to learn, adapt to new challenges, and grow within the role
- Experience in high-volume, detail-oriented environments
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 — Benefits include a 401(k) with an employer match and strong savings-related perks, reflecting the company’s financial-wellness focus. Feedback suggests these retirement offerings are a standout component of the package.
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Healthcare Strength — Coverage spans comprehensive medical, dental, and vision plans, with mental health support highlighted in benefits listings. Feedback suggests healthcare is positioned as robust for a fintech startup.
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Leave & Time Off Breadth — Paid time off is described as generous, including unlimited vacation alongside flexible or hybrid work options. Feedback suggests time-off policies are a meaningful perk.
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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