Vestwell · 4 weeks ago
Senior Associate, Implementations
New York, NY | Austin, TX
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $80K/yr
2+ years expVestwell is a financial technology company based in New York City that is redefining how people save for critical life aspects. They are seeking a Senior Implementations Associate to manage the onboarding process for Plan Sponsors and Financial Advisors, ensuring a smooth transition to their platform while collaborating with internal and external stakeholders.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
Competitive health coverage
Generous vacation offering
Great 401(k) plan
Company
Vestwell
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
201-500 employees
H1B Sponsorship
Vestwell has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)
2023 (5)
2022 (3)
2021 (3)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$238.82MKey Investors
Lightspeed Venture PartnersGoldman Sachs Growth EquityF-Prime
2023-12-21Series D· $125M
2021-07-20Series C· $70M
2019-04-02Series B· $31.27M
Leadership Team
Aaron Schumm
Founder, Chairman, & CEO
David Sheen
Chief Financial Officer
Recent News
2025-12-23
Pulse 2.0
2025-12-21
Company data provided by crunchbase