Jobs at Vestwell

Supports product delivery from requirements through user acceptance and production support. Defines scope, requirements, acceptance criteria, technical specifications, and workflows across Salesforce commercial systems. Troubleshoots issues, coordinates engineering and vendor integrations, supports internal users, prioritizes stakeholder requests, improves lead-to-onboarding workflows, and strengthens data quality and reporting foundations.

Own Vestwell’s revenue technology systems, data, analytics, workflows, and integrations. Administer and optimize Salesforce and connected tools, manage data loads and quality controls, maintain Jira intake and delivery processes, build dashboards and actionable insights, and implement scalable automation. Partner with Sales, Marketing, Product, and leadership to prioritize initiatives, communicate trade-offs, identify risks, and deliver projects independently from planning through validation.

The Business Development Representative generates qualified sales pipeline for Vestwell’s financial advisor channel through outbound prospecting, account research, discovery, qualification, and relationship building. Responsibilities include using phone, email, LinkedIn, Salesforce, and Salesloft; maintaining accurate CRM records; communicating value propositions; handling objections; participating in coaching; and consistently meeting performance goals. This six-month development role prepares high-performing representatives for full-cycle sales positions.

Supports Level 2 escalations for strategic clients servicing 401(k) plans on Vestwell’s platform. Owns complex issues from intake through resolution, collaborates with Operations, Product, Engineering, and Compliance, communicates updates to stakeholders, maintains case documentation, monitors service levels, and identifies recurring issues for process and platform improvements.

Own complex functional areas for a greenfield prepaid 529 savings platform, from discovery and requirements through testing and launch. Partner with engineering, QA, operations, clients, and external stakeholders to define features, acceptance criteria, testing, and releases. Manage scope, dependencies, risks, and tradeoffs while using data to guide decisions. Mentor other product managers, lead ambiguous discovery, represent product externally, and ensure the system meets operational and business needs.

Owns functional areas of a greenfield prepaid 529 savings product, from discovery and requirements through testing and launch. Translates stakeholder needs into features, requirements, user stories, acceptance criteria, and test cases; partners with engineering, QA, operations, servicing, and business teams; provides development feedback, validates data, resolves issues, and supports production sign-off under a fixed deadline.

The Product Manager will translate stakeholder and end-user needs into data product requirements, functional specifications, acceptance criteria, and test cases. They will partner with Engineering, QA, Operations, and business stakeholders throughout the SDLC, perform functional testing, support bug resolution, provide product sign-off, and develop tools to track usage trends. The role also contributes to product vision, AI research and tooling, process improvement, and delivery of data-driven features across Vestwell’s product lines.

Analyze stakeholder and project requirements, translate them into functional features, partner with Product, Engineering, and QA, define acceptance criteria and test cases, identify bugs, support resolution, perform functional testing, and provide product sign-off. The role also involves documenting use cases, communicating decisions, and developing data-product solutions using SQL and the company’s data stack.

Develop machine learning strategy, algorithms, predictive analysis, and AI-BI solutions. Translate stakeholder needs into data product requirements, partner with engineering and QA, define acceptance criteria, test features, support bug resolution, and track usage trends. The role also contributes to product planning, process improvement, and research modeling across Vestwell’s financial savings products.

Own workforce forecasting, capacity planning, scheduling, and real-time operations for multichannel employer service queues. Build staffing models, manage schedules and intraday adjustments, monitor service-level metrics, administer WFM and case management tools, and present data-driven recommendations. The role also improves processes, documents policies, supports seasonal retirement-plan demand, and protects confidential plan sponsor and participant data.

Own the full training ecosystem for Employer Service specialists, including new-hire onboarding, curriculum development, instructor-led and virtual facilitation, ongoing development, and training effectiveness measurement. Create materials covering 401(k) administration, employer workflows, payroll issues, compliance, and regulatory updates. Partner with leadership, Operations, Compliance, Product, Engineering, and supervisors to address skill gaps, prepare teams for releases, and maintain accurate, effective learning programs.

Source and engage active and passive candidates, build diverse talent pipelines, conduct application reviews and initial screens, and coordinate interviews. Partner with recruiters and hiring managers on role requirements and sourcing strategies. Maintain accurate candidate records in Greenhouse, track sourcing metrics, improve recruiting processes, support employer branding and recruiting events, and deliver a professional candidate experience.

Leads a hybrid team of 12–15 client service associates supporting clients through email, chat, and phone. Responsibilities include performance management, coaching, service quality oversight, escalation resolution, regulatory adherence, process improvement, inquiry trend analysis, and cross-functional collaboration with product and operations teams to improve efficiency and client satisfaction.

Ten-week summer internship program offering hands-on experience across teams including AI Engineering, Cybersecurity, Finance, Operations, Partner Success, Retirement Plan Services, Payroll Operations, and Sales. Interns contribute to real projects through research, data analysis, and execution, supported by managers and mentors. Participants are expected to complete a defined deliverable, work independently within team workflows, and develop an understanding of Vestwell’s business.

Responds to inbound phone, email, and chat inquiries from individuals using workplace and education savings plans. Provides accurate, empathetic support; troubleshoots issues; reviews plan documents; processes distribution requests; creates tickets; and follows up within service-level requirements. The coordinator also escalates complex issues, meets quality and responsiveness KPIs, identifies process improvements, and shares client feedback with product teams.

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.

Support Vestwell Government Savings clients by managing escalated issues, coordinating cross-functional teams, overseeing project plans and reporting, resolving problems, and improving client engagement processes. The role requires independent judgment, regulatory awareness, strong communication, documentation, and prioritization while delivering timely, high-quality relationship management for state Auto-IRA programs.

Leads relationship management for state ABLE program clients, serving as the primary contact for administration, project requests, issue resolution, and client satisfaction. Oversees project tracking, process implementation, quality control, program materials, and cross-functional coordination. Represents Vestwell at public meetings, conferences, and industry working groups while supporting ABLE program administration and stakeholder engagement.

Own the full sales cycle for Vestwell’s financial advisor marketplace within an assigned region. Responsibilities include prospecting, needs assessment, consultative guidance, pipeline management, forecasting, plan design discussions, opportunity prioritization, and closing sales. The role partners with regional leadership and cross-functional teams, manages advisor relationships, applies MEDDPICC methodology, and achieves quotas and conversion KPIs.

Processes retirement-plan distributions and loans accurately while complying with procedures and regulatory requirements. Manages high-volume, time-sensitive participant requests, conducts outbound verification calls, gathers documentation by email, and records interactions in Jira and related systems. Collaborates with teammates to improve workflows, maintain quality, and support participant satisfaction. The role requires strong organization, communication, adaptability, and willingness to learn retirement-services processes.