Director, Relationship Management

Vestwell•Austin, NY

2d•$150,000 - $160,000•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? The Director, Relationship Management will help lead a Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings. You will serve as the senior-most relationship manager and project manager on the ABLE team. What Will You Be Doing? Servicing individual ABLE state clients and overseeing core aspects of the team’s project management, client interaction, service, and satisfaction. You will also provide primary support to the SVP of ABLE Programs on all matters of ABLE program administration.

Requirements

5-8+ years of related experience – specifically in client service and project management
Strong command of your preferred project management tracking system; accomplished at tracking and executing on multiple projects at once
Exceptional attention to technical detail
Accomplished written communication and public speaking skills
Demonstrated leadership and management experience
Ability to travel as needed
Ability to start by March 2026

Nice To Haves

Personal or professional experience working in disability advocacy or with people with disabilities
Outgoing personality and a love of socializing/working with institutional clients
Understanding of ABLE Accounts
Experience in financial services
Experience with state savings programs

Responsibilities

State Client Engagement : Relationship management and existing state client engagement
Serve as the primary day-to-day point of contact for state directors (and staff) of ABLE investment programs nationwide, servicing general program administration, giving updates, intaking project requests, resolving issues, and more
Participating in regular weekly / bi-weekly client meetings throughout launch/conversion/ongoing
Plan administration
Preparing materials, presentations, project trackers, and other work documents for state clients
Presenting at board meetings or other public meetings (in-person and remotely)
Gathering data and answering program-specific questions for clients
Handling escalations of customer service issues with support from Vestwell service teams; reporting resolutions to clients
Working with other cross-functional Vestwell teams (including product, engineering, legal, marketing) to triage client requests to the appropriate people and ensure accurate, efficient resolution
Engaging with new/potential state client partners
Tracking and reporting on state activity and new program opportunities
Maintaining relationships with Treasurers’ / State Government staff and continuing to serve as a subject matter expert
Project Management / Team Management
Implementing project management systems and processes across the entire ABLE Relationship Management team
Oversee project management by other team members
Tracking client projects from intake to completion, in a timely manner
Clearly communicating project status and timelines to clients
Ensure client satisfaction with project tracking and completion
Program Materials, Communications, and Documentation
Review (and, as needed, draft) public-facing Program documents, including Program forms, marketing collateral, emails, website copy, etc.
Ensure accuracy and all public-facing ABLE program materials
Work with the internal team and subservice organizations or partners on all aspects of ABLE program design and implementation
Public Engagement/Industry Efforts : Present at or attend conferences, public meetings, and public events to represent Vestwell and its ABLE programs
Serve on ABLE industry committees and working groups (e.g., within the ABLE Savings Plans Network, under the National Association of State Treasurers)
Assist with the development of materials/content for Vestwell leadership team
Develop relationships and engage with other partner organizations and stakeholders within the ABLE and disability advocate communities