Senior Associate, Implementations Onboarding

Vestwell•Austin, TX

2d•$70,000 - $80,000•Hybrid

About The Position

Vestwell is seeking an experienced Senior Implementations Onboarding Associate to act as a liaison and dedicated resource for Plan Sponsors and Financial Advisors during their onboarding to Vestwell's platform. This role involves project management, cross-functional collaboration to improve the onboarding experience, and providing expertise on plan design and training. While deep expertise isn't required, prior experience in client servicing, plan administration, non-discrimination testing, plan design, and/or 401(k)/403(b) plan conversion processing is beneficial. Strong communication skills, a commitment to customer service, adaptability in a fast-paced environment, and experience managing multiple clients and projects are also valued.

Requirements

2-4 years of experience in project management and leading team initiatives end to end.
Flexibility, creativity, team-orientation, results-driven approach, and ability to effectively collaborate with 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.
Experience 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 the 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 and ensure the team meets expected service level agreements.