Remote Jobs at Vestwell

Candidates should have experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits, an exceptional understanding of plan administration, compliance testing, and IRS regulations, meticulous attention to detail and organization, and proficiency in Microsoft Office Suite and G suite.

- 1+ years in B2B sales, preferably in retirement, FinTech, payroll, or a similar industry - Ability to carry a plan sale over the entire sales cycle from prospecting to conversion - Demonstrated success in achieving sales goals (e.g., Rep of the year, Quota club) - Strong attention to detail and passion for creating a top-notch selling environment and process - Hunter with a proven track record of forecasting and executing new sales through a repeatable and scalable sales process and pipeline -…

- Experience in sales or relevant internship experience working with front-facing sales teams - Strong communication skills via phone and email - Proven, creative problem-solving approach and strong analytical skills - Displays self-motivation for sales coaching and development - Strong desire and ability to move up within a sales organization - Bachelor’s degree (or equivalent) or at least five years of relevant work experience *(Extras)* - Experience as a sales development representative, with…

Candidates should have experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits. Exceptional understanding of plan administration, compliance testing, and IRS regulations is required. Excellent written and oral communication skills, meticulous attention to detail, organization, and a passion for helping people are essential. Proficiency in Microsoft Office Suite and G Suite, proven ability to think analytically and operate independently within set deadli…

- Highly motivated with excellent technical knowledge and communication skills - Solid technical knowledge of Salesforce integration products and solutions, Mulesoft, and Salesforce DX - Experience architecting robust, highly scalable Salesforce integration solutions integrated with other enterprise solutions like Mulesoft, ERP, HCM, Middleware, Data warehousing, BI/AI - Minimum 3 years of integration experience within Salesforce - Hands-on project delivery experience of at least 5 years and lar…

Candidates must have 5+ years of B2B sales experience, preferably in retirement, FinTech, or wealth management industries. A deep understanding of how retirement plan advisors manage and grow their practices, along with clear articulation of multi-channel partnerships, is essential. A proven track record of managing sales regions, exceeding targets, and carrying a plan sale through the entire cycle from prospecting to conversion is required. Strong attention to detail, excellent written and verb…

- 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry - Ability to carry a plan sale over the entire sales cycle from prospecting to conversion - Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.) - Strong attention to detail and a passion for creating a top-notch selling environment and process - A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pip…

- 2-4 years of experience in project management and leading team initiatives end to end; flexible, creative, team-oriented, results-driven, and able to effectively collaborate with both internal and external stakeholders - Professional experience using and optimizing internal technical operational tools (e.g., Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices -- bonus points for deployment/build experience - Demonstrated aptitude for learning, creating…

- 3-5 years of experience in a client-facing role - Strong commitment to delivering superior service - Ability to collaborate effectively across teams - Open to working in a fast-paced environment - Positive and proactive attitude - Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories - Excellent attention to detail and accuracy - Pays attention to detail - Excellent communication and problem-solving skills - Ability to effectively manage multiple…

- Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits - Exceptional understanding of plan administration, compliance testing and IRS regulations - Excellent written & oral communication skills - Meticulous attention to detail & organization - Passion for helping people - Proficient in Microsoft Office Suite & G suite - Proven ability to think analytically & operate independently within set deadlines - Team player - Shows ownership and initiative in …

- Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits - Exceptional understanding of plan administration, compliance testing and IRS regulations - Excellent written & oral communication skills - Meticulous attention to detail & organization - Passion for helping people - Proficient in Microsoft Office Suite & G suite - Proven ability to think analytically & operate independently within set deadlines - Team player - Shows ownership and initiative in …

- 3+ years of experience in operations, financial services, or retirement plan administration - 1-2 years of leadership or team management experience - Strong understanding of retirement plans, distributions, and loan processing - Experience with Jira, Zendesk, Aircall, or similar task management and CRM software - Excellent organizational skills and ability to manage multiple priorities effectively - Strong analytical and problem-solving abilities with attention to detail - Effective communicat…

- At least 5 years of experience in Qualified/Non-Qualified Plan design and document drafting - Subject Matter Expertise - Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations - Keen attention to detail and deadlines - Considerable background in client servicing and strong communication skills - Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines - Positive, collabo…

- At least 5 years of experience in Qualified/Non-Qualified Plan design and document drafting - Subject Matter Expertise - Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations - Keen attention to detail and deadlines - Considerable background in client servicing and strong communication skills - Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines - Positive, collabo…

- 3–5 years of experience as a Product Manager in a SaaS, fintech, or platform company - Deep understanding of REST APIs and experience managing API-driven products or integrations, including OAuth 2.0/OIDC, scopes and tokens, webhooks, idempotency, pagination, versioning, and rate limiting - Strong business and systems analysis skills, with an ability to translate needs into clear requirements - Experience driving the full product lifecycle in an Agile environment - Comfortable working independ…