Senior Associate, Platform Engagement 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 client engagement, business operations, product adoption, or strategic consulting
Strong understanding of retirement savings platforms, SaaS solutions, or financial services technology
Proven track record of analyzing client behavior and driving data-informed improvements
Experience in managing cross-functional initiatives to improve client outcomes
Exceptional communication and presentation skills
Proactive, data-driven problem solver who understands client engagement, operational strategy, and platform adoption tactics
Adept at identifying challenges and creating tailored solutions to achieve agreed upon KPIs
Willing and able to analyze data and engage directly with clients
Structured problem solver who can quickly get to the heart of an issue
Facile with a spreadsheet
Scrappy, determined, logical, and analytical
Strong interpersonal skills, tenacity, and common sense to be an agent of change, both internally and with clients
Ability to exercise good judgment and independently drive results

Responsibilities

Monitor and analyze client adoption of the Vestwell platform, with a focus on employee participation and contribution rates (Client Engagement Analysis)
Identify clients with suboptimal platform engagement and assess the underlying causes, such as plan configuration issues, employer support gaps, or employee awareness challenges (Opportunity Identification)
Develop and execute action plans to address low adoption rates, owning communication campaigns end-to-end, platform features, or operational adjustments (Remediation Strategies)
Track, analyze, and report key utilization metrics, creating dashboards and presentations for internal stakeholders and leadership (Data-Driven Insights)
Consult with clients on best practices for driving employee participation and optimizing plan configurations (Client Advisory)
Recommend and program manage scalable improvements to processes, technology, and engagement strategies based on client feedback and data insights (Continuous Improvement)
Work through the sponsor revenue and expense model to validate loss leaders. Identify and present remediation steps to improve profitability including payroll or operational changes, fee increases or termination of the relationship (Client Profitability Remediation)

Skills

Excel

Data Analysis

Client Engagement

Metrics Analysis

KPIs

Problem Solving

Operational Strategy

Platform Adoption

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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