Director, Relationship Management - ABLE

Vestwell•Austin, NY

3d•$150,000 - $165,000•Hybrid

About The Position

The Director, Relationship Management will join Vestwell Government Savings’ growing Relationship Management team focused on state ABLE programs. This senior relationship manager provides primary support for ABLE team operations and service, serving state clients and overseeing core areas of project management, client interaction, service, and satisfaction. The role also reviews, audits, and updates team processes to improve efficiency and quality, and provides primary support to the SVP of ABLE Programs on ABLE program administration. The role is based in Vestwell’s New York City, Austin, King of Prussia, or Scottsdale office and is part of a hybrid in-office operation. Fully remote work may be available for exceptional candidates with 5+ years of specific experience. The expected base salary is $150,000–$165,000, with eligibility for the Company Bonus Pool and new-hire equity. The position requires availability to start by the end of 2026.

Requirements

5–8+ years of related experience, specifically in client service, project management, and process implementation.
Strong command of a preferred project management tracking system and ability to track and execute multiple projects simultaneously.
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 the end of 2026.

Nice To Haves

Personal or professional experience in disability advocacy or working with people with disabilities.
Outgoing personality and enjoyment of socializing and working with institutional clients.
Understanding of ABLE Accounts.
Experience in financial services.
Experience with state savings programs.
For fully remote consideration, exceptional candidates with 5+ years of specific experience.

Responsibilities

Serve as the primary day-to-day contact for state directors and staff of ABLE investment programs nationwide, supporting program administration, providing updates, receiving project requests, and resolving issues.
Participate in regular weekly or bi-weekly client meetings during launches, conversions, and ongoing plan administration.
Prepare materials, presentations, project trackers, and other documents for state clients.
Present at board meetings and other public meetings, both in person and remotely.
Gather data and answer program-specific client questions.
Handle escalated customer service issues with Vestwell service teams and report resolutions to clients.
Coordinate with Vestwell product, engineering, legal, marketing, and other teams to triage and resolve client requests accurately and efficiently.
Engage with prospective state clients, track and report on state activity and new program opportunities, and maintain relationships with Treasurers’ and state government staff.
Implement project management systems and processes across the ABLE Relationship Management team.
Coordinate with VGS operations and client services teams to improve processes and provide quality-control oversight for ABLE administration.
Oversee project management by other team members, track client projects from intake to completion, communicate status and timelines, and ensure client satisfaction with project tracking and completion.
Review and, as needed, draft public-facing program documents, including forms, marketing collateral, emails, and website copy, ensuring their accuracy.
Work with internal teams, subservice organizations, and partners on ABLE program design and implementation.
Represent Vestwell and its ABLE programs at conferences, public meetings, and other events.
Serve on ABLE industry committees and working groups, including those within the ABLE Savings Plans Network and the National Association of State Treasurers.
Assist with developing materials and content for the Vestwell leadership team.
Develop relationships and engage with partner organizations and stakeholders in the ABLE and disability advocate communities.