# Senior Associate, Implementations at Vestwell

- Company: Vestwell
- What the company does: 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.
- Company website: https://vestwell.com/
- Type: Startups
- Level: Senior
- Location: New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ
- Work setup: On-site
- Pay: $70K to $80K base salary per year (USD)
- Posted: 2026-05-15
- Apply by: 2026-10-08
- Apply: https://job-boards.greenhouse.io/vestwell/jobs/7735876003
- Page: https://www.1752.vc/careers/jobs/vestwell-senior-associate-implementations/

## 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)

Tags: Implementations