Enterprise Relationship Manager

Vestwell is expanding and looking for an Enterprise Relationship Manager to support strategic and enterprise partnerships, requiring client-focused, detail-oriented, and problem-solving skills.

Requirements

• 3-5 years of experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company.
• Self starter requiring minimal direction, with a “get it done” mindset.
• Strong critical thinker, able to prioritize and problem solve effectively.
• Excellent project management and organizational skills.
• Excellent written and verbal communication skills.
• An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease.
• Strategic and outside of the box thinker.
• Proven success working with senior management, both internally and externally.
• Strong 401(k) industry experience.

Benefits

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