Vestwell
SeniorAssociate,Implementations
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“Senior Associate, Implementations at Vestwell. Skills: project management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform. manage projects”
What You'll Achieve.
successful transition of new plans to our platform; deliver against expected service level agreements
What They're Looking For.
Must Have
2-4 years of experience in project management and leading team initiatives, Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), 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
Nice to Have
prior experience in client servicing, plan administration and non-discrimination testing, plan design, end-to-end conversion processing for 401(k)/403(b) plans, General knowledge of ERISA rules and requirements, experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS), Qualified 401(k) Administrator (QKA) or higher ASPPA credential, PMP or similar project management certifications
What You'll Do.
serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform
provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform
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
Coordinating with financial advisors
and/or third-party administrators to determine conversion timelines
communicating overall project status to both external and internal stakeholders
How You'll Work.
Team & Collaboration
collaborate cross-functionally with internal stakeholders to enhance our onboarding experience; collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements; effectively collaborate with both internal and external stakeholders
Communication Scope
unparalleled communication skills
Process & Methodology
project management, leading team initiatives, handling several clients and projects at once
Full Job Description
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 350,000 businesses and nearly 1.5 Million active savers, with over $30 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? 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 testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we’d be delighted to connect with you! What Will You Be Doing? Primary internal client advocate representing plan sponsor a
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