Vestwell is a leading fintech platform headquartered in New York City, transforming access to essential financial wellness programs for businesses and individuals. They offer a suite of comprehensive savings solutions, including 401(k), 403(b), IRA, and 529 plans, enabling over 350,000 businesses and over a million active savers with $30 billion in assets across all 50 states. As an extension of its partners, Vestwell ensures financial security by addressing critical aspects like retirement, healthcare, disability, and education needs.
Open Positions
Sales Development Representative (SDR)
Experience in sales, strong communication skills, self-motivation, and proficiency with CRM software
Senior Associate, Retirement Plan Administration
5 years of experience in Retirement Plan Administration, QKA certifications, and excellent written & oral communication skills
Associate, Retirement Plan Administration
Retirement Plan Administration experience, IQPA audits, excellent communication skills, attention to detail, and passion for helping people
Associate, Retirement Plan Administration (Testing)
Experience in qualified retirement plan administration, understanding of compliance and IRS regulations, strong communication skills are key. Proficiency in Microsoft Office & G suite is necessary
Senior Associate, Retirement Plan Administration (Testing)
Experience with retirement plan administration, including IQPA audits. Strong analytical, communication, and organizational skills. Must understand compliance and IRS regulations
Business Development Associate
1+ years of experience in B2B sales, ability to carry a plan sale over the entire sales cycle, and demonstrated success in achieving sales goals
Senior Associate, Strategic Finance - GTM
2-3 years of experience in financial analysis, financial modeling, and strategic decision-making, with strong Excel and PowerPoint skills
VP, Accounting Partnerships
At least 5 years of experience in a client-facing retirement role at a recordkeeper, with an established network in the industry
Senior Procurement Manager
7+ years of experience in procurement, strong financial acumen, and experience partnering cross-functionally with Finance, Legal, and senior business stakeholders