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Supports the People Business Partnership team by coordinating onboarding, employee lifecycle programs, compliance documentation, data integrity, reporting, employee support, engagement initiatives, and events. The role manages tracking, communications, follow-up, audits, dashboards, and project execution while maintaining confidentiality and accurate employee records. It requires onsite work in New York City four days per week.

Performs fraud detection, AML monitoring, alert investigation, suspicious activity escalation, regulatory interpretation, and financial crime risk mitigation. Develops fraud typologies, prepares investigation and management reports, maintains case records, collaborates with operational teams, and supports compliance process improvements. The role requires independent judgment, strong analytical skills, regulatory knowledge, and accurate documentation in a fast-paced fintech environment.

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.

Own marketing analytics, reporting, dashboards, metric definitions, and customer attributes. Connect Google Analytics, HubSpot, and Salesforce data; support segmentation, campaign measurement, funnel reporting, and data-quality improvements. Partner with Marketing, Data, Revenue Technology, Product, and Engineering to translate business needs into reliable reporting and actionable insights.

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.

Own the full sales cycle for Vestwell’s financial advisor marketplace within an assigned region. Responsibilities include prospecting, needs assessment, consultative guidance, pipeline management, forecasting, plan design discussions, opportunity prioritization, and closing sales. The role partners with regional leadership and cross-functional teams, manages advisor relationships, applies MEDDPICC methodology, and achieves quotas and conversion KPIs.

Provides frontline service to employer and advisor clients by handling inbound inquiries, troubleshooting issues, coordinating cross-functional resolutions, managing expectations, documenting interactions, and ensuring timely follow-up. The role also supports client calls, communicates plan updates, escalates complex issues, and shares client insights with product teams. Strong customer service, organization, critical thinking, attention to detail, and proficiency with office software are required.

Own the strategy, roadmap, and execution of payroll integrations connecting Vestwell with third-party systems. Define APIs and data workflows, collaborate with engineering, QA, partners, and stakeholders, lead integration initiatives through the product lifecycle, and analyze usage and performance data to improve reliability, efficiency, data quality, and partner experience.

Lead relationships with state Auto-IRA program clients, serving as the primary contact and ensuring successful program administration. Develop success plans, manage escalations, coordinate cross-functional delivery, monitor client objectives and satisfaction, and support product launches and ongoing operations. The role requires strong communication, organization, strategic problem-solving, financial services or government knowledge, and the ability to work with executive stakeholders. It also assists Sales and Operations with RFP responses and maintains expertise in retirement products and compliance requirements.

Owns go-to-market sales acceleration through executive reporting, sales campaign management, ROI and sales-cycle analysis, commission and quota workflows, funnel automation, and scalable dashboards. Partners with GTM and FP&A teams to improve distribution efficiency, guide investments, and drive revenue growth. The role is hybrid and based in New York City.