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Lead cross-functional initiatives to design scalable operational processes and system requirements. Drive roadmap prioritization, stakeholder engagement, documentation standards, and data-driven process optimization to improve efficiency and operational scalability in a retirement/financial services context.

Lead cross-functional program management to define operational and systems strategy, prioritize and execute a scalable roadmap, optimize processes, oversee governance and documentation, and use data-driven insights to improve efficiency and client experience across retirement and benefits platforms.

Manage and validate pricing-to-billing flows, maintain ARR calculations and commission systems, analyze pricing structures, own CRM/billing/commission platforms, prioritize cross-functional workstreams, maintain payment-related databases, and produce business requirements to enable scalable revenue operations solutions.

Support the VP of National Sales by building scalable dashboards and executive reporting, conducting ROI and sales-cycle analyses, managing discount budgets and commission workflows, and drafting strategic planning materials to scale the go-to-market model and identify growth opportunities.

The Director of Product Marketing will create promotional materials, strategize product launches, and support sales efforts, requiring a strong understanding of financial services.

The Sales Development Representative qualifies prospects, generates meetings, and supports the sales process by understanding products and communicating value effectively.

Drive retirement plan sales across an assigned region by building strategic partnerships, prospecting and closing plan opportunities, demoing Vestwell's platform, and managing hand-offs to implementation and client success. Own pipeline, revenue targets, and regional sponsor relationships while traveling extensively and providing leadership and strategic support to the broader sales team.

Use knowledge of 529 and CSA plan mechanics and regulatory rules to produce compliant, accurate reporting. Design data models, queries, and governed analytics; identify and resolve data discrepancies and system issues. Manage end-to-end reporting cycles, automate manual processes, support data pipelines with engineering/product, handle reporting requests, draft Jira epics/stories with acceptance criteria, and document workflows, data models, and quality control procedures.

The Staff Software Engineer will develop and support product features, enforce coding best practices, mentor junior engineers, and contribute to architectural decisions in a fintech environment.

The Business Development Associate will drive lead generation, manage a sales pipeline, and convert leads into sales for retirement solutions, mainly through collaboration with financial advisors.