Vestwell · 1 day ago
Associate, Operations
King of Prussia, PA
Full-time
Hybrid
Entry Level
$60K/yr - $75K/yr
1+ years expVestwell is a financial technology company based in New York City that focuses on redefining savings for retirement, education, and healthcare. They are seeking an Operations Coordinator to manage the setup of investment products and programs, ensuring seamless communication with various stakeholders and overseeing operational processes.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis
Coordinating with our custody partners to ensure a seamless new plan onboarding process
Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans
Working with 3rd party investment managers and advisors to define onboarding and ongoing requirements
Ensuring investment options are in sync with the respective programs
Ensuring investment performance and fact sheets are updated regularly
Participate in key quality assurance processes
Qualification
Required
1+ year of experience in a Financial Services, or related industry
The ability to understand the 'big picture' and the importance of the team's role in the overall process
Excellent communication skills across internal stakeholders and external partner groups
Passion for learning and applying new concepts, and bridging information where continued process-development is key
The ability to self-manage around tight deadlines in a fast-paced environment while ensuring the integrity and accuracy of the details
Strong technical proficiency using Excel and process management tools
Preferred
Intermediate SQL skills
Previous experience within financial services, with a focus on investment operations and fund implementation
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