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
As a Senior Associate, Relationship Manager, you will operate as a strategic, independent contributor responsible for supporting the team in delivering value to 529 and CSA partners. This role requires sound judgment, problem-solving skills, and the ability to manage escalated client issues while ensuring alignment with business objectives. You will partner cross-functionally and act as a trusted point of contact for both internal stakeholders and partners. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Develop partner relationship plans, monitor progress, and actively participate in status meetings, while collaborating with various teams within Vestwell to execute
- Use independent discretion and good judgment to handle complaints, troubleshoot problems, and implement solutions independently
- Partner cross-functionally with Middle Office, Operations, Product, Finance, Legal, and Compliance teams to implement strategies and tactics designed to achieve partner objectives
- Communicate effectively across teams and with partners via written communication, phone, videoconference, and occasionally in person
- Assist in meeting all partner reporting requirements, ensuring accurate and timely delivery
- Exercises discretion to gather, analyze, and evaluate information to solve problems using reasoned judgment and expertise
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
Vestwell Government Savings (VGS) – a subsidiary of Vestwell Holdings Inc. – serves as the trusted administrator for over 30 programs and counting. We provide support and services for 529 education savings, ABLE disability savings, state auto-IRA programs and Child Savings Accounts (CSA) by employing innovative technology and a...
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