Jobs at Vestwell

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

The Enterprise Relationship Manager will manage partnerships, ensure client satisfaction, drive revenue growth, and support project delivery at Vestwell.

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.

Drive new business by prospecting, qualifying, and closing retirement plan sales with financial advisors across a regional territory. Manage full sales cycle, maintain pipeline, hit KPIs/quota, use MEDDPICC methodology, collaborate with RVPs and cross-functional teams, and leverage Salesforce and sales tools to scale repeatable processes.

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.

The Client Services Coordinator provides support to Plan Sponsors by managing client inquiries, resolving issues, and facilitating communication among teams for optimal customer satisfaction.

The Employer Services Coordinator at Vestwell will manage client inquiries and assist with plan administration, ensuring customer satisfaction through effective communication and problem resolution.

Lead cross-functional program management to define operational and systems strategy, prioritize and execute a scalable roadmap, optimize processes, oversee governance and documentation, and use data-driven insights to improve efficiency and client experience across retirement and benefits platforms.

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

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.

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.

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.