Team Lead, Employer Services

Vestwell is a financial technology company powering the new savings economy. We are seeking a Team Lead, Employer Services to oversee a team of individual contributors and provide direct service to clients. The ideal candidate will be responsible for mentoring and managing a small subteam, ensuring client needs are met promptly and effectively.

Requirements

• Fintech, Financial Services, or Retirement industry experience
• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• Develop and maintain a strong business partnership with Plan sponsor and vendors
• Strong time management skills to ensure the timeliness of all proactive and reactive communications
• Strong critical thinking, research, and problem solving skills
• Previous people management or leadership experience
• Strong commitment to superior customer service
• Positive and proactive attitude
• Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
• Excellent attention to detail and accuracy, proficient with numbers and basic calculations

Benefits

• Competitive health coverage
• Generous vacation offering
• 401(k) plan
• Hybrid office policy
• Employee Wellbeing Committee