Vestwell · 3 months ago
Associate, Special Markets & Partner Activation
New York, NY, US
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $75K/yrVestwell is a financial technology company redefining savings across retirement, education, and healthcare. They are seeking a Partner Activation Associate to manage the operational setup and coordination of new partnerships, ensuring seamless execution and support for sales representatives.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
Maintain and organize the partnership pipeline to ensure visibility, timely execution, and cross-team alignment
Host monthly partnership review calls to review pipeline status, priorities, and upcoming launches with internal stakeholders
Coordinate with cross-functional teams—including Sales Ops, Deal Desk, Rev Ops, Investment Ops, Billing, and others—to execute the setup of new partnerships
Serve as the internal project manager for partnerships that fall outside the scope of the Project Management team
Support sales representatives by handling operational setup and administrative coordination, reducing the need for senior leaders to engage in internal calls
Ensure all operational dependencies are completed and tracked for a seamless partner onboarding experience
Work across a wide range of partnership types, including: Regional bank and payroll partnerships (e.g., Nicolet), TPAs, Regional broker-dealers, Block plan conversions, MEAPs and other special market deals
Qualification
Required
Highly motivated early-career professional; prior project management or operations experience a plus but not required
Bachelor's degree or equivalent; recent graduates encouraged to apply
Strong organizational skills and ability to manage multiple workstreams simultaneously
Excellent communication and coordination skills, with the ability to manage multiple stakeholders across functions
Detail-oriented self-starter with a proactive mindset and problem-solving ability
Preferred
Familiarity with Salesforce and/or Asana a plus
Interest in financial services and partnerships preferred, but industry background is not required
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.
Founded in 2016
201-500 employees
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