Associate, Operations

Vestwell•King of Prussia, PA

2d•$60,000 - $75,000•Hybrid

About The Position

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 seeking an enthusiastic and highly organized professional to join our Investment Operations team as an Operations Coordinator. This person will be responsible for coordinating the setup of investment products and programs with our partner custodians, advisors, fund/insurance companies, and investment managers. They will be responsible for managing internal and external communications around investments with various stakeholders including clients, vendors, and partners. The Senior Investment Associate will have the opportunity to act as the Team Lead responsible for guiding teammates, coordinating trainings, and leading by example. While primarily operational in nature, our team sits at a unique intersection of clients, operations, and strategy, and the role reflects this multifaceted nature. The job requires keen attention to detail and ability to track multiple projects and communicate with 3rd parties across multiple platforms.

Requirements

1+ year of experience in a Financial Services, or related industry
The ability to understand the “big picture” and the importance of the team’s role in the overall process
Excellent communication skills across internal stakeholders and external partner groups
Passion for learning and applying new concepts, and bridging information where continued process-development is key
The ability to self-manage around tight deadlines in a fast-paced environment while ensuring the integrity and accuracy of the details
Strong technical proficiency using Excel and process management tools

Nice To Haves

Intermediate SQL skills
Previous experience within financial services, with a focus on investment operations and fund implementation

Responsibilities

Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis
Coordinating with our custody partners to ensure a seamless new plan onboarding process
Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans
Working with 3rd party investment managers and advisors to define onboarding and ongoing requirements
Ensuring investment options are in sync with the respective programs
Ensuring investment performance and fact sheets are updated regularly
Participate in key quality assurance processes

Benefits

We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering.
We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them.
Oh, and naturally we have a great 401(k) plan!

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume