Senior Associate, Onboarding
Senior Associate, Onboarding
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Job Description
Vestwell is the financial technology company powering the new savings economy. The New York City-based 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 workplace-delivered retirement plans employer-offered 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 third-party administrators financial institutions payroll providers government agencies and individual savers. To learn more
Who Are We Looking For
We are growing and looking for an experienced Senior Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwells platform! In this role you will have the opportunity to manage projects collaborate cross-functionally with internal stakeholders to enhance our onboarding experience and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform.
While were not looking for deep expertise prior experience in client servicing plan administration and non-discrimination testing plan design and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you dont have this prior experience but you have unparalleled communication skills a commitment to superior customer service ability to adapt within a fast-paced business environment and previous client management experience handling several clients and projects at once wed be delighted to connect with you!
What Will You Be Doing
Day-to-day you will be expected to:
- Primary internal client advocate representing plan sponsor and advisor contacts
- Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform
- Coordinating with financial advisors plan sponsors prior recordkeepers and/or third-party administrators to determine conversion timelines key action items and delivery dates as well as communicating overall project status to both external and internal stakeholders
- Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements
Requirements
The Necessities
- 2-4 years of experience in project management and leading team initiatives end to end; youre flexible creative team-oriented results-driven and can effectively collaborate with both internal and external stakeholders.
- Professional experience using and optimizing internal technical operational tools (e.g. Jira Zendesk Asana Google Workspace) and helping others develop and employ best practices -- bonus points for deployment/build experience
- Demonstrated aptitude for learning creating and iterating rapidly.
- Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data
The Extras
- General knowledge of ERISA rules and requirements and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius ASC FIS)
- Qualified 401(k) Administrator (QKA) or higher ASPPA credential
- PMP or similar project management certifications
This role will be based in Vestwells New York Austin or King of Prussia office and will be expected to report to the office in a hybrid schedule.
The expected base salary range for this position is a minimum of $70K - $80K plus performance based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. 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 in-person 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 not our Recruitment team.
VestwellsPrivacy Policy.Attention California residents: In the course of conducting our business and complying with federal state and local government regulations governing such matters as employment tax insurance etc. we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:Vestwells California Privacy Rights Policy.
Required Experience:
Senior IC
Employment Type
Full Time
