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Vestwell · 1 hour ago

Director, Relationship Management

New York, NY

Full-time

Hybrid

Mid, Senior Level

$150K/yr - $160K/yr

5+ years exp

Vestwell is a financial technology company redefining how people save for critical life aspects. The Director, Relationship Management will lead a team focused on state ABLE programs, servicing clients and overseeing project management to ensure client satisfaction and program administration.

Employee BenefitsFinanceFinancial ServicesFinTechRetirement

Comp. & Benefits

Responsibilities

Servicing individual ABLE state clients and overseeing core aspects of the team’s project management, client interaction, service, and satisfaction

You will also provide primary support to the SVP of ABLE Programs on all matters of ABLE program administration

Relationship management and existing state client engagement

Serve as the primary day-to-day point of contact for state directors (and staff) of ABLE investment programs nationwide, servicing general program administration, giving updates, intaking project requests, resolving issues, and more

Participating in regular weekly / bi-weekly client meetings throughout launch/conversion/ongoing Plan administration

Preparing materials, presentations, project trackers, and other work documents for state clients

Presenting at board meetings or other public meetings (in-person and remotely)

Gathering data and answering program-specific questions for clients

Handling escalations of customer service issues with support from Vestwell service teams; reporting resolutions to clients

Working with other cross-functional Vestwell teams (including product, engineering, legal, marketing) to triage client requests to the appropriate people and ensure accurate, efficient resolution

Engaging with new/potential state client partners

Tracking and reporting on state activity and new program opportunities

Maintaining relationships with Treasurers’ / State Government staff and continuing to serve as a subject matter expert

Implementing project management systems and processes across the entire ABLE Relationship Management team

Oversee project management by other team members

Tracking client projects from intake to completion, in a timely manner

Clearly communicating project status and timelines to clients

Ensure client satisfaction with project tracking and completion

Review (and, as needed, draft) public-facing Program documents, including Program forms, marketing collateral, emails, website copy, etc

Ensure accuracy and all public-facing ABLE program materials

Work with the internal team and subservice organizations or partners on all aspects of ABLE program design and implementation

Present at or attend conferences, public meetings, and public events to represent Vestwell and its ABLE programs

Serve on ABLE industry committees and working groups (e.g., within the ABLE Savings Plans Network, under the National Association of State Treasurers)

Assist with the development of materials/content for Vestwell leadership team

Develop relationships and engage with other partner organizations and stakeholders within the ABLE and disability advocate communities

Qualification

Client servicePublic speakingProject managementDisability advocacyFinancial servicesState savings programsOutgoing personalityWritten communicationAttention to detailLeadership experience