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
We are growing and looking for an experienced Senior Implementations Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform.
What they're looking for
- Primary internal client advocate representing plan sponsor and advisor contacts
- Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform
- Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements
- Demonstrated aptitude for learning, creating, and iterating rapidly
- Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data
- General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS)
More about this role
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
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
We are growing and looking for an experienced Senior Implementations Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform.
While we're not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination...
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