Account Manager • Senior

Who you are

You have 5-8 years of experience in account management, particularly within the financial technology sector, where you've developed strong relationships with advisors, sponsors, and third-party administrators. Your background includes managing day-to-day service requests and leading a team to deliver exceptional service to clients. You are passionate about improving the retirement savings process and understand the complexities involved in setting up and running financial plans. Your communication skills are top-notch, allowing you to effectively engage with diverse stakeholders, including enterprise partners and financial advisers.

You thrive in a collaborative environment and enjoy building teams that support clients in achieving their goals. Your experience has equipped you with the ability to navigate challenges and find solutions that enhance client satisfaction. You are detail-oriented and have a strong understanding of the retirement landscape, which enables you to provide valuable insights to your team and clients alike. You are committed to Vestwell's mission of empowering retirement savings and are excited about the opportunity to make a meaningful impact in this space.

Desirable

Experience in the fintech industry is a plus, as is familiarity with retirement plans and savings accounts. A background in managing enterprise-level accounts will set you apart, as will any experience with team leadership and development. You are adaptable and open to learning new processes and technologies that can improve service delivery.

What you'll do

In your role as Senior Manager of Enterprise Account Management, you will lead a team dedicated to supporting enterprise partners and advisors in administering retirement plans effectively. You will be responsible for overseeing the day-to-day operations of account management, ensuring that service requests are handled promptly and efficiently. Your leadership will be crucial in building a team culture that prioritizes client satisfaction and operational excellence.

You will work closely with various stakeholders to understand their needs and provide tailored solutions that enhance their experience with Vestwell's platform. Your role will involve developing strategies to streamline processes and improve service delivery, ensuring that clients receive the highest level of support. You will also be responsible for mentoring and developing your team, fostering an environment of growth and collaboration.

As part of your responsibilities, you will analyze client feedback and service metrics to identify areas for improvement. You will collaborate with other departments to implement changes that enhance the overall client experience. Your insights will help shape the direction of the Employer Platform Services team and contribute to Vestwell's mission of redefining retirement savings.

What we offer

Vestwell offers a dynamic work environment where you can make a significant impact on the retirement savings landscape. You will have the opportunity to work with a diverse clientele and contribute to innovative solutions that empower individuals and businesses alike. We value collaboration and encourage our team members to share their ideas and insights.

In addition to a competitive salary, we provide a comprehensive benefits package that supports your well-being and professional development. You will have access to resources that help you grow in your career and make a difference in the lives of our clients. Join us at Vestwell and be part of a mission-driven team that is changing the way people save for their future.