Senior Associate, Implementations

Vestwell-posted 3 months ago

$70,000 - $80,000/Yr

Full-time • Mid Level

New York, NY

251-500 employees

Insurance Carriers and Related Activities

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Vestwell is a financial technology company based in New York City, redefining how people save for retirement, education, and healthcare. We are looking for an experienced Senior Implementations Associate 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.

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

2-4 years of experience in project management and leading team initiatives end to end.
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.

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.

Competitive health coverage.
Generous vacation offering.
Hybrid office policy with a comfortable office in Midtown Manhattan.
Participation in the Company Bonus Pool.
Eligibility to receive new hire equity in the Company.
Great 401(k) plan.

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