Senior Associate, Implementations at Vestwell

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

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, and iterating rapidly
Willingness to learn retirement plan design and plan conversion processes from point of sales 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) -- preferred (The Extras)
Qualified 401(k) Administrator (QKA) or higher ASPPA credential -- preferred (The Extras)
PMP or similar project management certifications -- preferred (The Extras)
Ability to report to the office in a hybrid schedule in New York or Austin

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 the platform
Coordinate with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as 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
Provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to the platform

Skills

Key technologies and capabilities for this role

401(k)403(b)Plan AdministrationNon-Discrimination TestingPlan DesignClient ServicingProject ManagementClient OnboardingCustomer Service

Questions & Answers

Common questions about this position

What experience is required for the Senior Associate, Implementations role?

The role requires 2-4 years of experience in project management and leading team initiatives end to end, along with professional experience using and optimizing internal technical operational tools like Jira, Zendesk, Asana, and Google Workspace.

Is prior experience in retirement plans necessary for this position?

While prior experience in client servicing, plan administration, non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful, it's not required if you have strong communication skills, commitment to customer service, adaptability in a fast-paced environment, and client management experience.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What qualities make a strong candidate for this role?

Strong candidates are flexible, creative, team-oriented, results-driven, and can effectively collaborate with internal and external stakeholders, with experience managing multiple clients and projects in a fast-paced environment.

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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