Job details

Implementations Relationship Manager

Vestwell is a fintech company focused on providing workplace savings programs for small to midsize businesses. They are seeking experienced Implementations Relationship Managers to enhance their onboarding experience.

Skills

Project management
Retirement plan design knowledge
Technical operational tools proficiency
Communication skills

Responsibilities

Managing onboarding process and successful transition of new plans
Coordinating with Financial Advisors and Plan Sponsors
Collaborating cross-functionally to provide support
Maintaining team's knowledge base
Mentoring junior team members

Benefits

Competitive health coverage
Open vacation policy
Remote-hybrid office policy
401(k) plan

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Vestwell (NY) Glassdoor Company Review

4.1

Vestwell (NY) DE&I Review

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CEO of Vestwell (NY)

Aaron Schumm

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By Vestwell (NY)

Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyon...

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FUNDING

Private

DEPARTMENTS

Account Management

SENIORITY LEVEL REQUIREMENT

Mid-Level

INDUSTRY

Enterprise Software & Network Solutions

TEAM SIZE