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            "description": "<p>Finance Manager at Vestwell - New York, NY - Finance Manager New York, NY Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell&#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com TITLE: Finance Manager DUTIES: (i) serve as a key finance partner to GTM teams, delivering BI and actionable insights focusing on operational efficiency, profitability, and growth; (ii) lead annual sales budgeting process, and provide ongoing support and analytics around actual progress toward goals; (iii) support development and execution of monthly sales commission processes, including partnering with Sales leadership to adapt programs as needed; (iv) own development of new (and maintenance of existing) company-wide KPI dashboards supporting a data-driven, decision-making culture across all levels of the organization; (v) own regular and ad-hoc FP&amp;A deliverables, including monthly reconciliations, variance analysis, and income statement and balance sheet preparation; and (vii) collaborate across the broader finance teams on ad-hoc financial analyses, forecasting, and support for internal reporting requirements. May telecommute once a week. SALARY: $169,541.00 per year SCHEDULE: 40 hours per week, Monday through Friday (9:00am-5:00pm) LOCATION: 360 Madison Ave, 15th Floor, New York, NY 10017 REQUIREMENTS: Bachelor&#39;s degree or foreign equivalent in Accounting, Finance, Economics or closely related plus 5 years&#39;</p>",
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            "description": "<p>VP, Business Development Team at Vestwell - New York, NY | Austin, TX - VP, Business Development Team New York, NY | Austin, TX Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell&#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The VP, Business Development Team, will be a key member of Vestwell&#39;s Sales leadership team in the Financial Advisor Channel, responsible for driving the efficiency, consistency, effectiveness of strategy, and growth of Vestwell&#39;s sales efforts. This role is designed for a strategic and hands-on leader who will collaborate closely with both BD and RVP teams to ensure alignment and effectiveness of delivery upon solutions, systems, and processes across the organization. WHAT WILL YOU BE DOING? Day-to-day you will also be expected to: Sales Strategy and Planning: - Collaborate with Sales leadership to develop and execute go-to-market strategies that align with company objectives and drive revenue growth. - Analyze market trends, competitive intelligence, and sales performance data to identify opportunities for process improvements and strategic shifts. - Partner with sales management and finance in the development of sales targets, quotas, and key performance indicators (KPIs) in alignment with overall company goals. - Partner with executive leadership and marketing to</p>",
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            "description": "<p>Senior Manager, Vestwell Service Center at Vestwell - Scottsdale, AZ - Senior Manager, Vestwell Service Center Scottsdale, AZ Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell&#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is growing, and we&#39;re excited to add a Senior Manager to lead our 529 and ABLE Service Center team. As we expand our book of business, we&#39;re focused on building a service operation that scales intelligently - one where our people are highly efficient, well-supported, and delivering a consistently excellent experience to every Saver we serve. This Senior Manager will directly manage a team of approximately 10 employees consisting of coordinators and associates. This role will play a central part in how we think about operational capacity, team development, and the product enhancements that make our service team&#39;s work faster and simpler. Ideally, you have 4-7 years of experience leading service or operations teams in a regulated environment, with a track record of improving efficiency and a genuine interest in how technology and process can reduce friction for both customers and the people serving them. You&#39;ll partner closely with Service Center leadership, the QA &amp; Training Manager, our IRA team,</p>",
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            "description": "<p>Senior Associate, Implementations at Vestwell - New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ - Senior Associate, Implementations New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell&#39;s platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? 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&#39;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. While we&#39;re not looking for deep expertise, 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. If you don&#39;t have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we&#39;d be delighted to connect with you! What Will You Be Doing?</p>",
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