Primary internal client advocate representing plan sponsor and advisor contacts.
Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform.
Coordinating with financial advisors, plan sponsors, prior recordkeepers, and/or third-party administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders.
Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements.

2-4 years of experience in project management and leading team initiatives end to end; you're flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders.
Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices -- bonus points for deployment/build experience.
Demonstrated aptitude for learning, creating, and iterating rapidly.
Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data.

General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS).
Qualified 401(k) Administrator (QKA) or higher ASPPA credential.
PMP or similar project management certifications.

Hybrid — New York City, Austin, King of Prussia, Scottsdale

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office.
Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Vestwell is hiring a Senior Associate, Implementations