Implementations Manager at Vestwell

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, Retirement PlansIndustries

Requirements

Minimum 1-2 years of experience within a 401(k) retirement operations role
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 for deployment/build experience)
Demonstrated aptitude for learning, creating, and iterating rapidly
Willingness to learn retirement plan design and plan conversion processes from point of sale to release of conversion data
General knowledge of ERISA rules and requirements, and experience with one or more compliance/recordkeeping systems (e.g., SunGard Relius, ASC, FIS) (The Extras)
Qualified 401(k) Administrator (QKA) or higher ASPPA credential (The Extras)
PMP or similar project management certifications (The Extras)

Responsibilities

Serve as primary internal client advocate representing plan sponsor and advisor contacts
Manage all aspects of the onboarding process from point of sale through successful transition of new plans to Vestwell's platform
Coordinate with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates
Communicate overall project status to both external and internal stakeholders
Collaborate cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements

Skills

Project Management

Client Servicing

Plan Administration

Non-Discrimination Testing

Plan Design

401(k)

403(b)

Conversion Processing

Customer Service

Cross-Functional Collaboration

Vestwell

Digital platform for modern retirement plans

About Vestwell

Vestwell provides a digital platform that simplifies the management of retirement plans for businesses and their employees. Employers benefit from streamlined onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans through a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.

New York City, New YorkHeadquarters

2016Year Founded

$231MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Paid Vacation

Hybrid Work Options

401(k) Retirement Plan

Performance Bonus

Company Equity

Risks

Increased competition from Ascensus in the state auto-IRA market.

Ameritas and Pontera partnership may divert clients seeking integrated financial services.

Dependence on John Hancock partnership could pose risks if challenges arise.

Differentiation

Vestwell offers a comprehensive digital platform for retirement plan management.

The company provides customizable investment options tailored to individual employee needs.

Vestwell integrates fiduciary services to limit employer liability in retirement plans.

Upsides

Partnership with TIAA introduces lifetime income solutions, enhancing retirement offerings.

Collaboration with John Hancock Retirement boosts market presence and credibility.

$125 million Series D funding supports platform expansion and service enhancement.

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