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Vestwell

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  • Senior Specialist, Plan Design

    Austin, TX | Scottsdale, AZ

    unspecified $75K-$85K

    Senior Specialist, Plan Design Austin, TX | 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'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 expanding and we're excited about adding a Senior Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated consultant to support our Sales, Onboarding, Plan Design and Plan Documents teams in document creation and consultation with new and existing sponsors on their desired plan features. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some time servicing the plan design, compliance and plan document sides of qualified/non-qualified plan servicing. What Will You Be Doing? As a Senior Specialist, you will be responsible for independently interpreting ERISA and other applicable retirement plan laws to consult, amend, and maintain compliant retirement plan documents. This role requires advanced legal and regulatory knowledge, sound judgment, and the ability to translate Plan Sponsors' business goals into plan documents that align with Vestwell platform capabilities and operational requirements. You will

  • Implementations Manager

    New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

    unspecified $80K-$95K

    Implementations Manager 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'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 Implementations Managers 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. While we'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'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'd be delighted to connect with you! What Will You Be Doing? - Primary internal

  • Senior Associate, Implementations Onboarding

    New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

    unspecified $70K-$80K

    Senior Associate, Implementations Onboarding 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'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'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'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'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'd be delighted to connect with you! What Will You Be

  • Senior Brand Designer

    New York, NY

    unspecified $95K-$105K

    Senior Brand Designer 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'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 looking for a Senior Brand Designer to own creative execution across every channel and surface - from integrated campaigns and event experiences to web, email, social, and sales collateral. This is a high-ownership, high-volume role on the Marketing team: you will independently manage a multi-workstream design queue, bring a clear visual POV to every brief, and be the connective tissue between strategy and finished creative. You will partner with Content, Demand Generation, Product Marketing, Sales, and external vendors, while also running the design intake process that keeps the whole marketing org moving. The right person is equally at home concepting a campaign and shipping a co-branded one-pager before noon. What Will You Be Doing? Design Creative Strategy - Experience building and maintaining design systems - you create reusable components, enforce visual consistency, and evolve the system as the brand grows - Strong creative concepting skills - you can take a brief from whiteboard to moodboard to finished campaign with a

  • Associate, Payroll Implementations

    New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

    unspecified $60K-$72K

    Associate, Payroll 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'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 expanding and we're excited about growing our Operations team with entry-level Payroll Implementation Associates who are passionate about our mission to change the retirement Fin-Tech space. At a high level, we're looking for someone who has insane levels of attention to detail and proven ability of juggling multiple priorities at once. You will be the key to payroll implementations automation & ensuring the initial experience with contribution processing is flawless while exercising independent judgment in configuring, testing, and resolving complex, client-specific payroll integration scenarios that materially affect data accuracy and client onboarding success. We're a startup… so a self-starter mentality comes first and foremost. You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems by evaluating multiple implementation approaches and determining appropriate resolution paths within established operational, technical, and regulatory frameworks. What Will You Be Doing? A

  • Associate, Payroll Operations

    New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

    unspecified $60K-$72K

    Associate, Payroll Operations 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'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 expanding and we're excited about growing our Operations team with entry-level Operations Associates who are passionate about our mission to change the retirement Fin-Tech space. At a high level, we're looking for someone who has insane levels of attention to detail and proven ability of juggling multiple priorities at once. You will be key to powering transactions on the platform and ensuring it runs at full speed while exercising independent judgment in resolving complex, high-impact operational issues that directly affect client outcomes and regulatory compliance. We're a startup… so a self-starter mentality comes first and foremost. You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems by evaluating multiple courses of action and determining appropriate resolution paths within established operational and regulatory frameworks. What Will You Be Doing? This role regularly exercises independent judgment on matters of

  • Coordinator, Plan Documents

    New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

    unspecified $50K-$55K

    Coordinator, Plan Documents 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'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 expanding and we're excited about adding a Coordinator to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated coordinator to assist our Operations team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting services for 401(k) and 403(b) plans is helpful, but not required. What Will You Be Doing? A key component of Vestwell's mission to empower retirement savings includes bundled plan services and oversight. As a Coordinator on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations. Day-to-Day, You May Also Be Expected To: - Provide Documents Compliance Team support - prepare plan

  • Finance Manager

    New York, NY

    unspecified Salary not disclosed

    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'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&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's degree or foreign equivalent in Accounting, Finance, Economics or closely related plus 5 years'

  • VP, Business Development Team

    New York, NY | Austin, TX

    unspecified $110K-$125K

    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'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's Sales leadership team in the Financial Advisor Channel, responsible for driving the efficiency, consistency, effectiveness of strategy, and growth of Vestwell'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

  • Coordinator, Client Services

    Austin, TX | King of Prussia, PA | Scottsdale, AZ

    unspecified $50K-$55K

    Coordinator, Client Services 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'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 seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Our mission-driven Client Success team is often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As a Client Success Coordinator at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line. What Will You Be Doing? - Assist with a book of business consisting of advisors and sponsors

  • Senior Manager, Vestwell Service Center

    Scottsdale, AZ

    unspecified $95K-$105K

    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'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're excited to add a Senior Manager to lead our 529 and ABLE Service Center team. As we expand our book of business, we'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'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'll partner closely with Service Center leadership, the QA & Training Manager, our IRA team,

  • Director, Product Marketing

    New York, NY

    unspecified $120K-$150K

    Director, Product Marketing 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'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 looking for a Product Marketing Director to be a key piece of the marketing organization. This role will ensure we build out the materials and tactics to support our expanding business. With each new product launch or partnership, our sales team requires a suite of promotional materials and thoughtful content that drives awareness, understanding, and intent. A successful candidate will be charged with the ideation and creation of these materials, along with engaging marketing programs that inspire our target audience and ultimately increase revenue. An ideal candidate has in-depth knowledge of the financial services market, including an understanding of the retirement plan space, and how to best introduce new products to key constituents. They also have experience leading a team to proven results. S/he should have an excellent command of the written word and a solid understanding of the techniques needed to create a marketing communication sequence that leads to sales. Perhaps more importantly, all candidates should count detail oriented,

  • Staff Software Engineer

    New York, NY | Austin, TX

    unspecified $185K-$200K

    Staff Software Engineer 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'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 Engineering team is seeking an experienced Staff Software Engineer, with experience in Product feature development and Architecture who can be effective on all levels of our Engineering stack, and is willing to play all necessary roles such as architect, tech lead, code reviewer, Agile coach, and mentor. In short, we want to bring experienced Engineers in to make key decisions regarding technology, architecture, and software. You're a great fit for our team if you can balance detail-oriented tasks with long term strategy and scale initiatives. Most of all, you must be passionate about what you create and about the impact it can have. That matters to us, a lot. Responsibilities - Create and maintain optimal software supporting Product initiatives and features using Typescript - Establish and enforce best practices in code to build sophisticated software that adheres to common programming principles - Work with stakeholders including the Executive, Product and Operations teams to support their Product development needs

  • Senior Associate, Implementations

    New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

    unspecified $70K-$80K

    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'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'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'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'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'd be delighted to connect with you! What Will You Be Doing?

  • Associate, Vestwell Operations Center

    King of Prussia, PA

    unspecified $60K-$70K

    Associate, Vestwell Operations Center King of Prussia, PA 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'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 expanding and we're excited about adding Associates to our Operations team who are passionate about our mission to change the state savings / retirement FinTech space. We are seeking individuals who are energetic and reliable professionals to join our team. Successful candidates are responsible for providing operational support to our savers and sponsors via processing inbound account documentation and inquiries, including emails and chat, utilizing company policies to assist our clients, solve issues, and escalate challenges to the managerial team when necessary. Our Operations Associates are instrumental in providing both timely and high-quality work to our savers and sponsors, so we are interested in hiring individuals with a commitment to overall customer satisfaction. The Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. This position requires working closely with our saver and sponsors and fellow Associates to provide valuable insights and direction. What Will You Be Doing? Day-to-Day,

  • Enterprise Relationship Manager

    New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

    unspecified $85K-$100K

    Enterprise Relationship Manager 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'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 expanding and we're excited to onboard a Enterprise Relationship Manager to our team, supporting our strategic and enterprise partnerships. At a high level, we're looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter. What Will You Be Doing? Vestwell's Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management. Day-to-Day You May Also Be Expected To: - Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives. - Follow up with all

  • Coordinator, Employer Services

    Austin, TX | King of Prussia, PA | Scottsdale, AZ

    unspecified $50K-$55K

    Coordinator, Employer Services 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'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 seeking an energetic and reliable professional to join our team as an Employer Services Coordinator. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Our mission-driven Client Success team is often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As a Client Success Coordinator at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line. What Will You Be Doing? - Assist with a book of business consisting of advisors and sponsors

  • Senior Manager, Media Relations Strategist

    New York, NY

    unspecified $120K-$135K

    Senior Manager, Media Relations Strategist 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'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're looking for a hands-on Senior Manager of Media Relations Strategist who can bring an established communications strategy to life through disciplined planning, execution, and measurement. This role is ideal for a seasoned communications strategist who loves owning the day-to-day of media relations, content development, and executive visibility programs, and who is energized by close, in-person partnership with the C‑suite. As a key member of our Brand Team, you will execute and administer the PR roadmap defined in partnership with senior leadership, ensuring our messages are consistently and effectively delivered across audiences and channels. We are looking for a proactive, detail-oriented team player who is comfortable rolling up their sleeves, taking ownership, and operating with a high degree of accountability and follow-through. If you are a seasoned communications operator who thrives on making strategy real through strong execution, and you're excited to work side-by-side with an executive team to grow a mission-driven brand, we'd love to hear from you. The

  • Business Development Associate

    New York, NY | Austin, TX

    unspecified $82K-$82K

    Business Development Associate 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'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 on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell's growth in the financial advisor marketplace. A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams. As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You're exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We're a

  • Senior Associate, Strategic Finance - GTM

    New York, NY

    unspecified $115K-$125K

    Senior Associate, Strategic Finance - GTM 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'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? At Vestwell, People make all the difference. As we continue to scale, Vestwell is looking for an exceptional Associate, Strategic Finance to join our finance team. In this role, you will report to Vestwell's Director of FP&A GTM (Go-To-Market), work closely with the CFO, and partner cross-functionally with senior leaders, particularly within the Sales & Marketing organizations. What Will You Be Doing? As an Associate, Strategic Finance, you will serve as a strategic, individual contributor, supporting leadership with financial analysis, modeling, and strategic decision-making. This is a high-impact role that requires independent judgment, analytical rigor, and the ability to translate a high volume of complex data into actionable insights that influence decision making. You will play a meaningful role in shaping Vestwell's financial strategy, supporting executive decision-making, and helping guide the company's long-term trajectory. You will own Vestwell's revenue model, lead revenue forecasting, assist in the creation and reporting of sales-related KPIs, and provide support on various projects and