Implementations Manager

Vestwell•Austin, NY

3d•Hybrid

About The Position

Vestwell is seeking an experienced Implementations Manager 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 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. 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, but not strictly required if candidates possess strong communication skills, a commitment to superior customer service, adaptability in a fast-paced environment, and previous client management experience handling multiple clients and projects simultaneously.

Requirements

2-4 years of experience in Retirement 401(k) onboarding implementations.
Experience in project management and leading team initiatives end to end.
Flexibility, creativity, team-orientation, and results-driven approach.
Ability to effectively collaborate with both internal and external stakeholders.
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 Haves

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.
Unparalleled communication skills.
Commitment to superior customer service.
Ability to adapt within a fast-paced business environment.
Previous client management experience handling several clients and projects at once.
Helping others develop and employ best practices with operational tools.
Deployment/build experience with operational tools.
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.

Responsibilities

Serve as the primary internal client advocate representing plan sponsor and advisor contacts.
Manage all aspects of the onboarding process from point of sale through successful transition of new plans to Vestwell's platform.
Coordinate with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates.
Communicate overall project status to both external and internal stakeholders.
Collaborate cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements.