Director, Relationship Management

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

The Director Relationship Management will help lead a Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings. You will serve as the senior-most relationship manager and project manager on the ABLE team.

What Will You Be Doing

Servicing individual ABLE state clients and overseeing core aspects of the teams project management client interaction service and satisfaction. You will also provide primary support to the SVP of ABLE Programs on all matters of ABLE program administration.

Day-to-Day You May Be Expected To...

State Client Engagement:

• Relationship management and existing state client engagement
• Serve as the primary day-to-day point of contact for state directors (and staff) of ABLE investment programs nationwide servicing general program administration giving updates intaking project requests resolving issues and more
• Participating in regular weekly / bi-weekly client meetings throughout launch/conversion/ongoing Plan administration
• Preparing materials presentations project trackers and other work documents for state clients
• Presenting at board meetings or other public meetings (in-person and remotely)
• Gathering data and answering program-specific questions for clients
• Handling escalations of customer service issues with support from Vestwell service teams; reporting resolutions to clients
• Working with other cross-functional Vestwell teams (including product engineering legal marketing) to triage client requests to the appropriate people and ensure accurate efficient resolution
• Engaging with new/potential state client partners
• Tracking and reporting on state activity and new program opportunities
• Maintaining relationships with Treasurers / State Government staff and continuing to serve as a subject matter expert

Project Management / Team Management

• Implementing project management systems and processes across the entire ABLE Relationship Management team
• Oversee project management by other team members
• Tracking client projects from intake to completion in a timely manner
• Clearly communicating project status and timelines to clients
• Ensure client satisfaction with project tracking and completion

Program Materials Communications and Documentation

• Review (and as needed draft) public-facing Program documents including Program forms marketing collateral emails website copy etc.
• Ensure accuracy and all public-facing ABLE program materials
• Work with the internal team and subservice organizations or partners on all aspects of ABLE program design and implementation

Public Engagement/Industry Efforts:

• Present at or attend conferences public meetings and public events to represent Vestwell and its ABLE programs
• Serve on ABLE industry committees and working groups (e.g. within the ABLE Savings Plans Network under the National Association of State Treasurers)
• Assist with the development of materials/content for Vestwell leadership team
• Develop relationships and engage with other partner organizations and stakeholders within the ABLE and disability advocate communities

Requirements

The Necessities

• 5-8 years of related experience specifically in client service and project management
• Strong command of your preferred project management tracking system; accomplished at tracking and executing on multiple projects at once
• Exceptional attention to technical detail
• Accomplished written communication and public speaking skills
• Demonstrated leadership and management experience
• Ability to travel as needed
• Ability to start by March 2026

The Extras

• Personal or professional experience working in disability advocacy or with people with disabilities
• Outgoing personality and a love of socializing/working with institutional clients
• Understanding of ABLE Accounts
• Experience in financial services
• Experience with state savings programs

This role will be based in Vestwells New York City Austin King of Prussia or Phoenix office and will be expected to report to the office in a hybrid schedule.

The expected base salary range for this position is $150K - $160K base. 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 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 Austin King of Prussia and Phoenix offices 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.