# Senior Associate, Relationship Management (529 & CSA) 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: 2026-10-05
- Apply by: 2026-11-23
- Apply: https://job-boards.greenhouse.io/vestwell/jobs/8004579003?utm_source=1752vc&utm_medium=careers
- Page: https://www.1752.vc/careers/jobs/vestwell-senior-associate-relationship-management-529-and-csa/

## 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

Tags: Strategic Partnership & Relationship...

Source: 1752vc Careers, https://www.1752.vc/careers/jobs/vestwell-senior-associate-relationship-management-529-and-csa/