Jobs at Vestwell

Serve as primary client contact for advisors and plan sponsors: answer inbound calls and emails, resolve administration issues, create and track tickets, host webinars, collaborate cross-functionally, share product feedback, and meet service level requirements to ensure client satisfaction.

Manage and retain top employer clients and pooled plans, handle inbound inquiries and change orders, conduct proactive outreach and client reviews, collaborate cross-functionally, create processes and playbooks, provide coverage to other service teams, document interactions, and escalate compliance or legal issues as needed.

Manage and optimize paid campaigns on Google Search and LinkedIn; write and test ad copy, creative, and landing pages; refine targeting and audiences; run and report on email campaigns and deliverability; monitor shared inbox and handle responses; iterate on budget and creative to drive clicks and leads; report performance metrics and trends.

Lead product-focused data initiatives by translating stakeholder needs into buildable data features. Partner with engineering, QA, and operations to define functional requirements, acceptance criteria, and test cases. Write and use SQL for analysis, perform functional testing and sign-off, track usage trends, and iterate on data products, pipelines, automation, and AI-driven solutions to support product growth.

Serve partner relationships (advisors, TPAs, national accounts, PEOs) to drive retention and growth. Support Partner Success Managers with reviews, participant education, reporting, CRM updates, inbound triage, knowledge base maintenance, and cross-functional product/quality initiatives.

Own and manage the full sales cycle to convert leads into retirement plan sales within an assigned region. Prospect, build relationships with financial advisors, maintain a pipeline, use MEDDPICC methodology, hit monthly KPIs and quota, and collaborate with regional RVPs and cross-functional teams to scale repeatable sales processes.

The Sales Development Representative qualifies prospects, generates meetings, and supports the sales process by understanding products and communicating value effectively.

Serve as first point of contact for savers in 401(k), 403(b), IRA, 529, ESA and other plans via phone, email, and chat. Troubleshoot issues, process distribution requests, research with internal teams, meet QA/KPI targets, create tickets and follow up, and provide product feedback to improve client experience.

The Staff Software Engineer will develop and support product features, enforce coding best practices, mentor junior engineers, and contribute to architectural decisions in a fintech environment.

The Business Development Associate will drive lead generation, manage a sales pipeline, and convert leads into sales for retirement solutions, mainly through collaboration with financial advisors.

Consult with plan sponsors to design and document compliant retirement plans. Interpret ERISA/DOL/IRS rules, draft and maintain plan documents, manage large document projects, and partner with onboarding, product, and operations to automate and scale plan document processes.

The Senior Associate will manage the onboarding process for plan sponsors and financial advisors, ensuring a smooth transition to Vestwell's platform while collaborating cross-functionally and providing project management support.

The Associate, Payroll Operations ensures payroll accuracy by resolving operational issues, managing workflows, and collaborating across teams while adhering to compliance frameworks.

Provide high-quality support to plan sponsors and advisors via phone and email, manage a book of business, resolve client issues, create and track tickets, collaborate cross-functionally, share product feedback, host webinars, and adhere to service level standards to ensure client satisfaction.

Lead and grow an AI engineering organization to design, build, and operate production-grade AI services. Define architecture, drive execution, implement RAG, agents, and orchestration, ensure reliability, observability, and CI/CD, and partner with Product, Data, Security, and business stakeholders while recruiting and mentoring engineers.

Manage end-to-end onboarding of 401(k)/403(b) plans from sale through platform conversion. Serve as primary client advocate, coordinate with advisors, sponsors, prior recordkeepers and internal teams, track timelines and SLAs, and provide plan design training and implementation support.

Build and maintain integrations between Vestwell and third-party services; design SaaS integration architecture; orchestrate and sync data across systems; monitor and support integrations; collaborate with product and operations teams.