VP, Accounting Partnerships

Vestwell is looking for a self-motivated, analytical, and strategically minded VP of Accounting Partnerships to oversee the strategy, business development, and relationship management with CPA and accounting firms.

Requirements

• Professional experience in a client-facing retirement role, specifically at a recordkeeper.
• An established network in the industry working across providers and key centers of influence, including CPAs or accounting firms.
• Strategic problem-solving skills
• Strong organizational, analytical, and prioritization skills
• Excellent written and verbal communication skills
• Ability to work independently and nimbly
• Travel expected 30%+ including visits to prospective clients and to the Vestwell HQ in NYC

Benefits

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