Senior Associate, Implementations

We are growing and looking for an experienced Senior Implementations Onboarding 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 have the opportunity to 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.

Responsibilities

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, as well as 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

Requirements

2-4 years of experience in project management and leading team initiatives end to end; flexible, creative, team-oriented, results-driven, and able 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) and helping others develop and employ best practices; 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; 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

Nice to have

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; deployment/build experience; general knowledge of ERISA rules and requirements, and 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

Benefits

Comprehensive health benefits; Generous time off; Dedicated Employee Wellbeing Committee; Hybrid work model; Competitive 401(k) plan; Performance based bonus; Eligibility to participate in the Company Bonus Pool; Eligibility for new hire equity