Vestwell is a leading fintech platform headquartered in New York City, transforming access to essential financial wellness programs for businesses and individuals. They offer a suite of comprehensive savings solutions, including 401(k), 403(b), IRA, and 529 plans, enabling over 350,000 businesses and over a million active savers with $30 billion in assets across all 50 states. As an extension of its partners, Vestwell ensures financial security by addressing critical aspects like retirement, healthcare, disability, and education needs.
Open Positions
Senior Associate, Retirement Plan Administration (Testing)
Experience with retirement plan administration, including IQPA audits. Strong analytical, communication, and organizational skills. Must understand compliance and IRS regulations
Manager, Saver Operations
3+ years of experience in operations, financial services, or retirement plan administration, 1-2 years of leadership or team management experience, and a strong understanding of retirement plans, distributions, and loan processing
RVP, National Sales - Chicago
5+ yrs B2B sales experience. Full knowledge of retirement plan advisory models. Proven sales track record and cold calling expertise
Associate, Retirement Plan Administration (Testing)
Experience in qualified retirement plan administration, understanding of compliance and IRS regulations, strong communication skills are key. Proficiency in Microsoft Office & G suite is necessary
Internal Sales Associate
1+ year B2B sales experience. Strong sales pipeline management skills. Proven track record of hitting quota & closing deals
Associate, Retirement Plan Administration
Retirement Plan Administration experience, IQPA audits, excellent communication skills, attention to detail, and passion for helping people
Business Development Associate
1+ year B2B sales experience, ability to carry a plan sale over the entire sales cycle, demonstrated success in achieving sales goals, and strong attention to detail
Sales Development Representative (SDR)
Experience in sales, strong communication skills, self-motivation, and proficiency with CRM software
Senior Associate, Retirement Plan Administration
5 years of experience in Retirement Plan Administration, QKA certifications, and excellent written & oral communication skills
Senior Associate, Implementations
2-4 years of project management experience. Professional skills with internal tech tools. Quick learning & fast adaptation. Understanding of retirement plans and ERISA (QKA/ASPP)
+33 More Jobs Available!
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