Vestwell

Support financial modeling, budgeting, and strategic decision-making to influence company growth and efficiency. | Requires 2-3+ years of relevant finance experience, advanced Excel skills, and the ability to analyze and communicate complex financial data. | 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 350,000 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. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? At Vestwell, People make all the difference. As we continue to scale, Vestwell is looking for an exceptional Associate, Strategic Finance to join our finance team. In this role, you will report to Vestwell’s Director of FP&A, work closely with the CFO, and partner cross-functionally with senior leaders across the organization. What Will You Be Doing? As an Associate of Strategic Finance, you will serve as a strategic, individual contributor, supporting leadership with financial analysis, modeling, and strategic decision-making. This is a high-impact role that requires independent judgment, analytical rigor, and the ability to translate complex data into actionable insights that influence decision making. You will play a meaningful role in shaping Vestwell’s financial strategy, supporting executive decision-making, and helping guide the company’s long-term trajectory. You will be refining and maintaining our operating model, managing and helping to coordinate our annual budget, developing materials and communications with our Board / Investors, as well as digging into a wide-range of strategic and financial projects. Your responsibilities will include, but are not limited to: Refine and maintain the company’s operating model, manage the annual budget, and analyze financial performance against strategic goals. Collaborate with P&L owners and cross-functional stakeholders to understand business drivers, identify opportunities, and recommend solutions. Assist leadership in preparing monthly and annual investor materials, and other Board communications, ensuring clarity, accuracy, and strategic framing. Conduct budget vs. actual analysis, identify trends and surface opportunities for efficiency, optimization, and cost savings. Contribute to special projects and analyses across the business, including supporting M&A, fundraising and IPO readiness efforts. Analyze, summarize, and clearly communicate financial and operational metrics to support informed decision-making across the business. Exercise sound judgement and discretion in developing analyses, forming recommendations, and presenting findings and insights to leadership. Requirements The Necessities: 2-3+ years of relevant experience, with 2+ years at a top-tier investment bank strongly preferred Exceptional financial modeling and analytical skills Advanced Excel and PowerPoint skills are required Strong attention to detail coupled with the ability to uplevel and simplify to drive clarity Strong organizational skills including the ability to handle multiple projects simultaneously, and deliver exceptional work under tight timelines Team player with excellent interpersonal, and written communication skills Self-motivated with success in thriving in a dynamic and sometimes ambiguous environment The Extras: Experience going through an IPO in a Strategic Finance or FP&A function is a plus Financial accounting knowledge is a plus Startup, FinTech, Tech, and/or Financial Services experience would be helpful This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation. The expected base salary range for this position is $115K - $125K, plus performance base bonus. This position is eligible to participate 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 We’re 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 recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell’s Privacy 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: Vestwell’s California Privacy Rights Policy.

Lead revenue growth through PEO market strategy, team building, and partnership development. | 10+ years B2B sales experience, proven success in enterprise/channel sales, deep understanding of PEO ecosystem, and experience managing complex deals with C-level stakeholders. | 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 350,000 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. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Vice President of Special Markets is responsible for leading revenue growth through the Professional Employer Organization market, owning strategy, execution, and team leadership for PEO distribution and strategic alliances. This role combines enterprise-channel sales leadership, partner development, and hands-on deal execution with top PEOs and their internal sales teams. The VP, Special Markets will report to the Divisional Vice President of Special Markets. What Will You Be Doing? Day-to-Day, You May Also Be Expected To: • Develop and own the go-to-market strategy for the PEO channel, including target segments, positioning, and multi-year revenue and growth plans. • Build, lead, and coach a developing sales organization focused on PEO relationships (e.g., channel managers, partner success, sales engineers as needed). • Source, negotiate, and close new strategic PEO partnerships while deepening relationships and share of wallet with existing PEO partners. • Partner closely with marketing to build campaigns, enablement, and jointly owned pipeline targets for PEO executive sponsors and field sales. • Support sales processes for PEO acquisition and expansion, including account planning, pipeline management, forecasting, and executive deal reviews. • Establish PEO-specific KPIs (e.g., active PEO partners, attach rate, plans per PEO, “revenue per seat”) and ensure consistent achievement of quarterly and annual targets. • Collaborate with product and operations to ensure offerings, pricing, and service models are competitive and operationally scalable for PEOs. • Represent the company with individual PEO C‑suite stakeholders as well as at industry events, positioning the firm as a strategic retirement/benefit and fintech partner. • Optimize CRM usage and plans that align the team around PEO growth and profitability. • Provide clear, data-driven reporting and revenue insights to the executive team and board, including risks, opportunities, and resource needs. Requirements • 10+ years of B2B sales experience, with a minimum of 5 years in a relevant industry (PEO, HRO, and/or Financial Services. • Proven success selling into PEOs, HROs, or similar employer-services channels strongly preferred. • Demonstrated track record of building and scaling enterprise/channel sales teams and consistently exceeding revenue targets. • Deep understanding of the PEO ecosystem, including decision-making structures, sales motions, and economics of PEO-delivered benefits or retirement solutions. • Experience managing complex, long-cycle deals with C‑level executives and multiple internal and external stakeholders. • Strong command of CRM and sales analytics tools, with a disciplined approach to forecasting and pipeline management. • Exceptional communication, and executive presence, with the ability to influence internally and externally at the highest levels. • Bachelor's degree or the equivalent combination of education and relevant experience. This role will be based in Vestwell's NYC office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote. The expected base salary range for this position is $110K - $120K base, 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 New York and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We’re 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 recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell’s Privacy 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: Vestwell’s California Privacy Rights Policy.

Manage and improve client service operations for retirement plans, lead a team, and collaborate on process improvements. | 3-5 years of experience in defined contribution plans, strong customer service skills, proficiency with Excel and related tools, and relevant licenses or credentials. | 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 350,000 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. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we’re excited about adding an Senior Enterprise Account Services Manager to our Employer Platform Services team who is passionate about our mission to change the retirement FinTech space. Ideally, you have spent 5-8 years working with advisors, sponsors, record keepers and/or TPAs managing day-to-day service requests, and have experience managing a team. A key component of Vestwell’s mission to empower retirement savings is to make the process of setting up and running a plan easy and painless. As an Senior Enterprise Account Services Manager, you will play a key role in building a team who supports the sponsors, enterprise partners, and advisors in administering a plan effectively. Your goal will be to coach your team to ensure they are providing exceptional service for our clients across our platform, identify and create resources for your team as needed, and work with our product teams to find efficiencies to service our clients for scalability. You will also play a key role in the strategic development and implementation of the service structure for new Vestwell work streams and product lines, while driving retention and engagement. The Employer Services Enterprise Senior Manager is excited about the challenge that a new opportunity can bring and looks for ways to “wow” clients and partners through excellent service delivery. The Senior Enterprise Account Services Manager sets a high standard for quality with their team and fosters a culture of accountability, growth, and continuous improvement. An ideal candidate possesses strong critical thinking and problem solving skills and looks for ways to encourage curiosity, learning, and development to encourage career development within their team. What Will You Be Doing? Day-to-day You Will Be Expected To • Managing a team of coordinators, associates, leads, and account managers with a focus on establishing best practices that enable the team to effectively perform their day-to-day responsibilities and deliver on SLAs • Work with the implementation and onboarding teams on workflows that provide for a smooth transition of plans after a first successful payroll • Be responsible for the satisfaction of high-tiered relationships of enterprise partners, advisors, and sponsors • Responsible for running point on client escalations and working with needed parties to de-escalate issues • Serve as a subject matter expert on the client's plans and administrative procedures • Ensure the team receives continuous training and development • Review, maintain, and improve administrative procedures, defining best practices • Identify, analyze, and assist in executing process improvements • Provide assistance to marketing and sales with the RFP process when requested • Manage client expectations to avoid any disconnects with process and timing standards • Manage day-to-day volume associated with incoming tickets and calls by reallocating resources as necessary to ensure all workstreams have sufficient support • Ensure collaboration with all internal parties while communicating to the clients • Attend scheduled client conference calls, when required, to provide plan status and health checks • Develop performance standards for team members and perform reviews as required; support standards through daily direction, coaching, and counseling • Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters • Research complex and sensitive service inquiries while seeing them through to resolution • Work collaboratively with the Product team on specific workflows and tooling enhancements that will improve operational and service efficiency • Evaluate and make recommendations on improvements to the streamline workflow that will enable scalability through improved operational efficiencies. This goal is continuous and assumes the team is sharing ongoing recommendations on a regular basis. • Create an environment of empowerment among the team members that puts them in a position to further advance the servicing of our current clients • Develop and maintain training resources for the team • Reporting on metrics, performance, and team capacity planning to support department initiatives to leadership team • Responsible for taking ownership of understanding the company’s strategic partnerships and differentiating workstreams • Backlog and blocked item grooming for team; escalating cross-collaboratively with product for resolution • Participates and oversees change management of Vestwell current/upcoming products, processes, relationships, and integrations while assessing how they impact the service structure and client experience and advocating to the appropriate stakeholders • Drives key KPIs, engagement of clients, retention, and participation in retirement accounts. • Develops servicing structure for workstreams to ensure that client needs are met while maximizing available onshore and offshore resources, and develops a continuity plan to ensure the client experience is never impacted • Drive integration of process improvement initiative into product roadmaps through constant collaboration, building business cases, and relationship building with prod squads and leadership Requirements The Necessities: • 3-5 years 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 partnership with financial advisors, Plan Sponsor, and vendors • Bachelor’s degree or equivalent work 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 The Extras • Knowledge of one or more record keeping systems • Series 7, 65, 66 license • Qualified 401(k) Administrator (QKA) credential The expected base salary range for this position is $100K - $110K 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. This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. Our Benefits We’re 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 recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell’s Privacy 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: Vestwell’s California Privacy Rights Policy.

Oversee client support operations, mentor team members, resolve complex client issues, and collaborate across teams to improve service quality. | Experience in fintech or financial services, leadership skills, strong problem-solving abilities, proficiency with relevant tools, and a customer-centric approach. | About the position 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 350,000 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. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com WHO ARE WE LOOKING FOR? We are seeking an energetic and reliable professional to join our team as a Lead, Employer Services. The ideal candidate will be responsible for overseeing a team of individual contributors while also providing direct, high-quality service to clients. As a Team Lead, you will mentor and manage a small subteam, ensuring that client needs are met promptly and effectively, while maintaining high standards of performance and compliance. You will serve as a subject matter expert for your team, supporting day-to-day operations and guiding team members in their professional development. Our mission-driven Employer Services team members are often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As a Lead, Employer Services, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. Those who work tirelessly through the lens of hospitality and customer service and can effectively coach others to do the same jump to the front of the line. Employer Services Team Lead exhibits strong critical thinking and problem-solving abilities, using curiosity to drive innovative, scalable solutions for complex client challenges. They demonstrate resilience under pressure, lead others through ambiguity, and model thoughtful decision-making that elevates both the client experience and team performance. Responsibilities • Act as the primary point of contact for a group of 401(k) plan sponsor clients, ensuring excellent service delivery by responding to client inquiries regarding plan administration, contributions, and integrations in a timely and accurate manner. • Collaborate with cross-functional teams to troubleshoot and resolve complex client issues. • Manage and effectively resolve client escalations as they arise using strong critical thinking and sound judgement to ensure optimal outcomes for clients, leading to high retention. • Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction. • Share data-driven insights with our product teams to improve our platform and planning roadmap. • Lead, mentor, and coach a small subteam of individual contributors, fostering a culture of teamwork, accountability, and professional growth. • Collaborate on team performance reviews, provide constructive feedback, and help team members set and achieve personal and professional goals. • Lead team training and development as needed, ensuring team members are up-to-date on industry trends, best practices, and product changes. • Identify opportunities for process improvements within the Employer Services function to enhance client satisfaction and operational efficiency. • Collaborate with cross-functional teams (e.g., Compliance, Operations, and Sales) to ensure a seamless client experience and resolve any issues that arise. • Monitor and report on team performance, including client satisfaction, service level adherence, and overall productivity. • Provide guidance and support in the completion of projects and tasks, ensuring high-quality service delivery and adherence to timelines. • Monitor and reallocate resources as necessary to ensure solid coverage of all client needs and Vestwell workstreams. • Host or moderate webinars, walking sponsors through the registration and the portal, and answering questions. 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 Nice-to-haves • Fintech or Retirement industry experience • Series 6, 7, 63, 65, 66 • QKA, QKC • Six sigma • Previous experience from Payroll, Employee Benefits, and People Management Benefits • 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!