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The Platform Engagement Associate will enhance client adoption and engagement on the Vestwell platform by analyzing metrics, developing strategies, and driving improvements.

The Senior Associate will provide administrative support, manage office supplies, coordinate vendors, assist with employee onboarding, and maintain workplace standards.

Support sales operations across contracting, pipeline hygiene, post-sale changes, and CRM data integrity. Execute contracts, coordinate cross-functionally, run data cleanups, and provide ad-hoc reporting to keep deals and systems accurate.

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 VP of Accounting Partnerships will oversee strategy, business development, and relationship management with CPA and accounting firms to expand Vestwell's market share in the retirement market.

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.