Director, Relationship Management

Vestwell•New York, NY

1d•$140,000 - $155,000•Hybrid

About The Position

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Vestwell currently supports 15 different state programs and is looking for a Relationship Manager to work with our State Retirement Auto-IRA Programs Relationship Management team. At a high level, we’re looking for someone who has great communication and problem-solving skills, a proven ability to juggle multiple priorities at once, and an interest in being a part of this new and innovative public-private partnership to expand retirement access. The Vestwell Government Savings Auto IRA team is responsible for ensuring that our clients are continuously receiving and recognizing value from the retirement platform that we are building. You will work closely with state clients to understand their business objectives and develop success plans that enable Vestwell to meet those objectives. The Auto IRA Relationship Manager will support existing State Retirement Auto-IRA Program clients to ensure execution on agreed upon deliverables, ongoing alignment of business objectives, and that our state clients are continuously receiving and recognizing value from the retirement platform we offer. This individual will collaborate with the team in the development of success plans that enable Vestwell to meet our Auto IRA goals. This role will provide an opportunity to experience the entire ecosystem of State Program Relationship Management - from business development, to product ideation, to implementation, and ongoing support.

Requirements

A myriad of experience in a client-facing Retirement/Wealth Management/ Advisory, or as a Customer Success/ Relationship Manager
Able to understand and translate business goals into actionable and measurable initiatives
Experience in building relationships and garnering trust with executive decision makers and influencers
An understanding of government services, the financial industry, or financial service technologies
Capable of working collaboratively across multiple organizations
Comfortable with managing escalations and executing on success plans
Self-starter who is extremely organized and detail oriented strategic and outside of the box thinker
Strategic problem-solving skills
Strong organizational, analytical, and prioritization skills
Excellent written and verbal communication skills
Strong skills with Office suite, including excel and PowerPoint

Nice To Haves

Basic knowledge of project management, client onboarding experience including setting targets, KPIs, and reporting progress
Understanding and knowledge of state-administered Auto-IRA programs or experience working with other state programs, including governing boards and staff

Responsibilities

Lead the relationship with some of our State partners, serving as their point person for Vestwell’s program administration of State Auto-IRA Programs
Conduct regular State client meetings, proactively identifying risks and mitigations of issues as they arise, to ensure the successful delivery of our solutions according to clients’ needs and objectives
Collaborate cross-functionally with Product, Engineering, Marketing, Technology, Finance, Operations, and Legal teams to communicate and ensure we meet the needs, SLAs, and adherence to all requisite State Program administration requirements (e.g. introducing new product features, coordinating program launch strategies, managing response to escalated issues, etc.)
Ensure implementation of ongoing relationship strategies and initiatives are optimized to enable teams to achieve its State Plan launch and ongoing administration goals
Design and execute success plans to optimize client relationships, adoption, and satisfaction with Vestwell
Communicate with clients regularly through email, phone, online presentations, screen share and in-person meetings to understand their current needs and ongoing requirements
Develop and maintain subject matter expertise on our products and services and industry compliance requirements to provide timely, professional, and knowledgeable customer support
Assisting Sales/Operations teams with RFP responses for new state program opportunities