Senior Associate, Partner Success 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

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 priorities simultaneously
Confident self-starter

Responsibilities

Partnering with Partner Success Managers and their top partners to identify new opportunities for value creation
Managing a small book of business consisting of Partner relationships
Supporting the team in meeting KPIs, including repeat business by partners, NPS, and Churn
Supporting Success Managers with the scheduling and preparations for Partner business reviews, covering plan status updates, and plan health checks
Partnering with Success Managers and/or partners to conduct education meetings for plan participants
Supporting the creation and maintenance of a comprehensive wiki and knowledge base for the team
Managing administrative requests from partners, as well as maintaining and updating records within our CRM
Answering the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow-up completion
Working closely with product and other internal stakeholders on platform enhancements tied to new legislation and ongoing quality control
Understanding Vestwell's various reporting functionalities to research and provide clarity for Partners when needed

Skills

Client Relationships

Communication

Problem Solving

Time Management

Attention to Detail

Relationship Management

Client-Facing

Partner Success

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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