Associate, Special Markets & TPA Relationships
Associate, Special Markets & TPA Relationships
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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
Vestwell is expanding and were excited about adding an Associate Special Markets & TPA Relationships role to our Partner Success team who is passionate about our mission to improve retirement and close the savings gap. At a high level we seek a relationship builder who excels in providing the kind of service that creates raving fans. Critical thinkers who utilize lateral approaches to novel situations will thrive as we continue to build industry-leading workplace savings solutions. Ideally you have spent 3-5 years working with TPAs advisors or other institutional partners with superb organizational skills and substantial plan administration / documents experience.
What Will You Be Doing
As the Associate Special Markets & TPA Relationships you will be our main point of contact with our TPA partners. Our mission is to be a true institutional advocate to the TPA community - and the easiest to work with. Your responsibilities will include helping TPAs use our reporting and platform flawlessly as well as building advocates of our experience through relationship building.
- TPA Relationship Enhancement - particularly with Flex Partners
- Create workflows/education articles for internal teams to bring clarity and efficiency to the unbundled space.
- Work closely with product and other internal stakeholders on platform enhancements tied to new legislation and ongoing quality control.
- Year End Testing /5500/Audit reporting support. Understand Vestwells various reporting functionalities to research and provide clarity for TPAs when needed.
- Plan Design/Amendments. Understand Vestwells Bundled Defaults in tandem with platform limitations and what is legally permissible under ERISA to be able to intelligently discuss with TPA. In addition how plan design is initially entered on platform and how scheduled changes are made/captured ongoing.
Requirements
The Necessities
- Superb Organizational skills.
- Service first mindset with a passion for excellent customer service.
- Critical thinking with a focus on analytical thinking and process improvement.
- Strong understanding of Qualified Plan operations (401(k) / 403(b) in particular)
- Keen attention to detail deadlines and plan year service needs.
- Proactive attitude to keep the team a step ahead of the curve.
- Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives.
The Extras
- Educational material writing skills in Confluence
- Experience with Multiple Employer Plans (MEP and PEP)
- Qualified 401(k) Administrator (QKA) or higher credential from ASPPA
The expected base salary range for this position is a minimum of $60K - $80K plus performance based 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 an innovative high-growth company 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 our Midtown Manhattan office so everyone has a setting that is the most productive for them. 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:
IC
Employment Type
Full Time
