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Reposted 2 Days AgoSaved
In-Office
King of Prussia, PA, USA
90K-110K Annually
Senior level
90K-110K Annually
Senior level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
Serves as a strategic HR partner to G&A leaders and employees, managing the full employee lifecycle, employee relations, compliance, performance, compensation, workforce planning, onboarding, engagement, and change management. Partners with Recruiting and Learning & Development, supports ERGs and organizational design, analyzes HR data, and leads the annual summer internship program. The role requires four days per week in Vestwell’s King of Prussia office.
Top Skills: Rippling
2 Days AgoSaved
In-Office
4 Locations
100K-115K Annually
Entry level
100K-115K Annually
Entry level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
Supports product delivery from requirements through user acceptance and production support. Defines scope, requirements, acceptance criteria, technical specifications, and workflows across Salesforce commercial systems. Troubleshoots issues, coordinates engineering and vendor integrations, supports internal users, prioritizes stakeholder requests, improves lead-to-onboarding workflows, and strengthens data quality and reporting foundations.
Top Skills: ApexAPIsAws ConnectDemandtoolsSalesforce AgentforceSalesforce Data CloudSalesforce Data LoaderSalesforce Experience CloudSalesforce FlowSalesforce Sales CloudSalesforce Service CloudSQL
2 Days AgoSaved
In-Office or Remote
4 Locations
90K-105K Annually
Mid level
90K-105K Annually
Mid level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
Own Vestwell’s revenue technology systems, data, analytics, workflows, and integrations. Administer and optimize Salesforce and connected tools, manage data loads and quality controls, maintain Jira intake and delivery processes, build dashboards and actionable insights, and implement scalable automation. Partner with Sales, Marketing, Product, and leadership to prioritize initiatives, communicate trade-offs, identify risks, and deliver projects independently from planning through validation.
Top Skills: Ai ToolsAPIsDiscovery DataExcelGoogle SheetsHubspotJIRALeandataOutreachPythonRingleadSalesforceSalesforce MapsSalesloftSQLZapierZoominfo
3 Days AgoSaved
In-Office
New York, NY, USA
125K-140K Annually
Senior level
125K-140K Annually
Senior level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
Leads channel marketing strategy and integrated campaigns across enterprise, advisor, and special-market partners. Develops joint go-to-market plans, co-branded campaigns, sales enablement materials, events, and partner toolkits. Manages compliance reviews, agencies, vendors, and cross-functional stakeholders while tracking pipeline, launches, engagement, and asset performance. Serves as the marketing lead for partnership sales and relationship management teams and mentors marketing staff.
Top Skills: AsanaExcelFigmaGoogle SuiteHubspotSalesforce
Reposted 6 Days AgoSaved
Hybrid
2 Locations
60K-72K Annually
Entry level
60K-72K Annually
Entry level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
The Business Development Representative generates qualified sales pipeline for Vestwell’s financial advisor channel through outbound prospecting, account research, discovery, qualification, and relationship building. Responsibilities include using phone, email, LinkedIn, Salesforce, and Salesloft; maintaining accurate CRM records; communicating value propositions; handling objections; participating in coaching; and consistently meeting performance goals. This six-month development role prepares high-performing representatives for full-cycle sales positions.
Top Skills: LinkedInSalesforceSalesloft
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8 Days AgoSaved
In-Office
4 Locations
70K-80K Annually
Senior level
70K-80K Annually
Senior level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
Supports Level 2 escalations for strategic clients servicing 401(k) plans on Vestwell’s platform. Owns complex issues from intake through resolution, collaborates with Operations, Product, Engineering, and Compliance, communicates updates to stakeholders, maintains case documentation, monitors service levels, and identifies recurring issues for process and platform improvements.
Top Skills: Adobe AcrobatGoogle DocsGoogle SheetsInternal Documentation SystemsExcelMicrosoft WordNetwork Directories
9 Days AgoSaved
In-Office
King of Prussia, PA, USA
55K-70K Annually
Entry level
55K-70K Annually
Entry level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
Processes and monitors custody operations, including incoming cash, wires, checks, trade settlement, corrections, reconciliations, and cash/share balance discrepancies. The role coordinates with sub-custodians and internal teams, audits records, maintains procedures, monitors deliverables, and resolves complex operational issues. Strong numerical, analytical, organizational, communication, and Excel skills are required, with familiarity with securities trading, custodial platforms, ERISA, and record-keeping systems preferred.
Top Skills: AscExcelFisGoogle WorkspaceJIRAMatrixSalesforceSchwabSlackSungard ReliusZendesk
9 Days AgoSaved
In-Office
3 Locations
150K-160K Annually
Senior level
150K-160K Annually
Senior level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
Own complex functional areas for a greenfield prepaid 529 savings platform, from discovery and requirements through testing and launch. Partner with engineering, QA, operations, clients, and external stakeholders to define features, acceptance criteria, testing, and releases. Manage scope, dependencies, risks, and tradeoffs while using data to guide decisions. Mentor other product managers, lead ambiguous discovery, represent product externally, and ensure the system meets operational and business needs.
Top Skills: AgileAPIsJSONSQLXML
9 Days AgoSaved
In-Office
3 Locations
135K-145K Annually
Mid level
135K-145K Annually
Mid level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
Owns functional areas of a greenfield prepaid 529 savings product, from discovery and requirements through testing and launch. Translates stakeholder needs into features, requirements, user stories, acceptance criteria, and test cases; partners with engineering, QA, operations, servicing, and business teams; provides development feedback, validates data, resolves issues, and supports production sign-off under a fixed deadline.
Top Skills: APIsJSONSQLXML
10 Days AgoSaved
In-Office
4 Locations
95K-110K Annually
Mid level
95K-110K Annually
Mid level
Cloud • Fintech • HR Tech • Mobile • Social Impact • Software • Financial Services
The Product Manager will translate stakeholder and end-user needs into data product requirements, functional specifications, acceptance criteria, and test cases. They will partner with Engineering, QA, Operations, and business stakeholders throughout the SDLC, perform functional testing, support bug resolution, provide product sign-off, and develop tools to track usage trends. The role also contributes to product vision, AI research and tooling, process improvement, and delivery of data-driven features across Vestwell’s product lines.
Top Skills: SQL
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