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're growing our Employer Service team and adding a Workforce Manager to own how we forecast, staff, schedule, and manage in real time. Our team supports 401(k) plan sponsors, payroll administrators, and partners across phone, email, and case queues. The ideal candidate is an analytical, detail-oriented planner who can balance service levels, staff utilization, and employee experience, and who understands the seasonal rhythms of the retirement plan business.
You’re an analytical, detail-oriented planner who can balance service levels, staff utilization, and employee experience, and you understand the seasonal rhythms of the retirement plan business. You’ll partner closely with Employer Service leadership to make sure we have the right people, with the right skills, in the right place at the right time.
What Will You Be Doing?
Day-to-Day, You Will Be Expected To:
Own Forecasting & Capacity Planning
- Build and maintain short- and long-term forecasts for call, email, and case volume and handle time.
- Model staffing needs and hiring plans in partnership with leadership.
- Account for 401(k) seasonality and event-driven spikes, such as plan onboarding waves, plan conversions, year-end, compliance testing, and Form 5500 season.
- Update forecasts as business drivers change, including new partner launches and product releases.
Manage Scheduling & Real-Time Operations
- Build schedules that meet service-level goals while balancing training, QA, coaching, and time-off needs.
- Monitor queues intraday and adjust staffing, breaks, and work assignments to protect service levels and case SLAs.
- Manage skill-based routing and queue prioritization across phone, email, and case work.
- Coordinate time-off, overtime, and shrinkage planning.
Drive Reporting & Insights
- Own WFM reporting, including service level, ASA, abandon rate, occupancy, adherence, shrinkage, and case backlog and aging.
- Present trends and staffing recommendations to leadership.
- Measure forecast accuracy against [target, e.g., X% at the interval or weekly level], and continuously refine models.
Optimize Tools & Processes
- Administer WFM and case management tools.
- Document WFM policies and procedures, including adherence and time-off standards.
- Identify automation and process opportunities that reduce manual work and improve efficiency.
- Uphold strict confidentiality and data-protection standards when working with plan sponsor and participant data.
Requirements
The Necessities
- 5+ years of Experience in workforce management, forecasting, or capacity planning in a contact center or service environment
- Experience supporting multichannel queues (phone, email, case/ticket)
- Strong analytical skills; advanced Excel and hands-on experience with WFM tools and reporting.
- Excellent communication skills and ability to present data-driven recommendations to leadership
- Ability to manage multiple priorities in a fast-paced environment
- Knowledge of 401(k) or retirement plan services is a plus
- A commitment to service excellence and continuous improvement
The Extras
- Knowledge of 401(k) or retirement plan services
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 $80K - $95K 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
- 5+ years of experience in workforce management, forecasting, or capacity planning in a contact center or service environment
- Experience supporting multichannel queues, including phone, email, and case or ticket work
- Strong analytical skills
- Advanced Excel skills
- Hands-on experience with workforce management tools and reporting
- Excellent communication skills and ability to present data-driven recommendations to leadership
- Ability to manage multiple priorities in a fast-paced environment
- Knowledge of 401(k) or retirement plan services
- Commitment to service excellence and continuous improvement
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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