Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers. Backed by Lightspeed.
About the role
The Director, Relationship Management will join the growing Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings. You will serve as a senior relationship manager on the ABLE team and will provide primary support for ABLE team operations and service. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Relationship management and existing state client engagement
- Participating in regular weekly / bi-weekly client meetings throughout launch/conversion/ongoing Plan administration
- Preparing materials, presentations, project trackers, and other work documents for state clients
- Presenting at board meetings or other public meetings (in-person and remotely)
- Gathering data and answering program-specific questions for clients
- Handling escalations of customer service issues with support from Vestwell service teams, reporting resolutions to clients
More about this role
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Who Are We Looking For?
The Director, Relationship Management will join the growing Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings. You will serve as a senior relationship manager on the ABLE team and will provide primary support for ABLE team operations and service.
What Will You Be...
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