The Senior Specialist, Plan Documents at Vestwell will manage plan document drafting, amendments, and consultations with Plan Sponsors, collaborating with cross-functional teams to optimize retirement plan services.

The Senior Specialist, Plan Documents will manage the drafting of plan documents, amendments, and collaborate with various teams for retirement plan services, ensuring compliance and optimizing plan design for clients.

The Senior Sales Development Representative at Vestwell focuses on driving new business through financial advisors, managing the full sales cycle, and achieving revenue growth objectives in a high-growth environment.

The Internal Sales Associate will drive sales by converting leads, managing the sales cycle, maintaining relationships, and achieving KPIs in a fast-paced environment.