Director, Enterprise Relationship Management

Vestwell is seeking a Director of Enterprise Relationship Management to support strategic and enterprise partnerships. The ideal candidate is client-focused, detail-oriented, and has strong communication and problem-solving skills.

Requirements

• 7+ years of experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.
• Strong critical thinking, prioritization, and problem-solving skills.
• Excellent project management and organizational skills.
• Excellent written and verbal communication skills.
• Entrepreneurial spirit and ability to adapt to changing company needs.
• Strong 401(k) industry experience.

Benefits

• Competitive health coverage
• Generous vacation offering
• 401(k) plan
• Hybrid office policy
• Employee Wellbeing Committee