Advisor Success Manager

Vestwell is the financial technology company powering the new savings economy. The New York Citybased fintech platform redefines how people save for the critical aspects of life across retirement education and healthcare savings needs. Today Vestwell enables over 350000 businesses and nearly 1.5 Million active savers with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products including workplacedelivered retirement plans employeroffered student loan repayment benefits and various savings accounts for education emergencies and individuals with disabilities.

Vestwells platform serves a diverse clientele including financial advisers employers thirdparty administrators financial institutions payroll providers government agencies and individual savers. To learn more visitvestwell

Who Are We Looking For

The ASM will be part of the Partner Success team working across Financial Advisors Plan Sponsors and TPAs. This is an exciting opportunity to solve a wide range of complex challenges for Financial Advisors and be at the forefront of transformation in the retirement services and workplace savings industry.

The ASM acts as the advocate for our investment advisor partners and is responsible for shaping the overall opportunity with the advisor. This is a service minded individual who understands the industry domain the advisors business challenges and how to leverage the right elements of our platform combined with plan design. They help to quarterback any requests pulling in the relevant parties necessary.

What Will You Be Doing

A key component of Vestwells mission to empower retirement savings is to make the process of setting up and running a plan easy and painless. As an Advisor Success Manager you will play a key role in understanding the advisor relationship and goal and how those translate into a positive experience. Your objective will be to ensure that each Advisor serving a client through a Vestwell product offering has a value add that enriches their relationship with the client and is an integral part of their book of business... Thats the baseline. Your job also includes consistently providing leadership deep expertise and support to the rest of the team.

DaytoDay You May Also Be Expected To:

• Set the overall vision and strategic plan for your book of business focusing on leading a positive advisor experience driving growth and net retention improvements.
• Create a regular cadence of account contact with the assigned book of partner accounts its stakeholders and the executive team to drive strategic initiatives and measure the value of the partnership.
• Provide product demos and understand the retirement plan recordkeeping administration and technology inside & out
• Manage & deliver on your KPIs
• Influence future lifetime value through higher product adoption customer satisfaction and overall advisor NPS scores
• Reduce churn and drive new business growth through greater advocacy and reference ability
• Manage client expectations to avoid any disconnects with process and timing standard
• Lead and/or attend scheduled conference calls to provide status and updates on remediation of any escalations or issues
• Address escalated client issues with speed and urgency orchestrating resources across the company as appropriate
• Conduct appropriate and timely follow up to ensure the highest level of service
• Posting interaction within our tooling to document updates to client accounts
• Work closely with the sales management and Regional VPs to align on strategies forecasting coverage plans and account opportunities (i.e. opportunities and risks)
• forecasting coverage plans and account opportunities (i.e. opportunities and risks)

Requirements

The Necessities:

• Team mentality and the ability to multitask while attending to team KPIs
• 35 years in B2B sales or service preferably in retirement FinTech wealth or similar industry or defined contribution experience including Client Service Plan Administration Compliance Plan Design and/or Conversion experience for 401(k) and/or 403(b) plans.
• Develop and maintain strong business partnerships with financial advisors & regional home office sales & service counterparts
• Intimate knowledge of how retirement plan advisors build manage and grow their practice
• Clear understanding and ability to articulate partnerships across multiple channels
• Consistent track record managing a book of business and exceeding revenue targets
• Strong attention to detail and a passion for creating a topnotch sellingthroughservice environment and processes
• Strong time management skills to ensure the timeliness of all proactive and reactive communications
• Ability to balance service with the technical aspects of the role.

The Extras:

• Strong understanding of what a recordkeeper TPA and 316 administrator does
• Experience selling retirement plan recordkeeping and administration is a very very strong plus
• Previous coverage of the small and emerging corporate retirement plan market
• Any FS certifications are a plus eg: Series 7 and 66 or Series 65 from a registered investment advisor CFA Qualified 401(k) Administrator (QKA) credential etc.

The expected salary range for this position is $80000 $90000 plus variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

Were a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy but all employees are welcome at our bright comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks! to work effectively remotely. Oh and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1 2 conversations about Vestwell your experience and your interests. Next steps can vary by role but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer a portfolio review for a Designer deeper experience call for other roles) which leads to a virtual or inperson interview panel after that if the screens go well. Before making an offer our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending inVestwell.comis not our Recruitment team.

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