Vestwell

About Vestwell

The modern savings platform for everyone

🏢 Corporate, Finance👥 201-500 employees📅 Founded 2016📍 Midtown East, New York, NY💰 $237.5m4.1
FintechB2BPersonal financeSaaS

Key Highlights

  • Founded in 2016, headquartered in Midtown East, NYC
  • Serves nearly 1.5 million participants across 350,000 businesses
  • Manages over $35 billion in assets
  • $237.5 million raised in funding, including Series C

Vestwell is a fintech company headquartered in Midtown East, New York, focused on making savings accessible for everyone. Founded in 2016, Vestwell serves nearly 1.5 million participants across 350,000 businesses, managing over $35 billion in assets. The company has raised $237.5 million in funding,...

🎁 Benefits

Vestwell offers competitive health coverage, generous vacation and sick leave policies, and a strong 401(k) plan. Employees benefit from a hybrid work...

🌟 Culture

Vestwell is committed to inclusivity and accessibility in savings, particularly for underserved workers in gig and non-traditional roles. The company'...

Overview

Vestwell is hiring a Senior Manager for Enterprise Client Services to lead a team supporting enterprise partners and advisors in administering retirement plans. This role requires 5-8 years of experience in client services within the fintech industry.

Job Description

Who you are

You have 5-8 years of experience in client services, particularly within the financial technology sector, where you've managed day-to-day service requests and built strong relationships with advisors, sponsors, and third-party administrators. Your background includes experience in managing a team, demonstrating your leadership capabilities and commitment to fostering a collaborative environment.

You are passionate about transforming the retirement savings landscape and understand the complexities involved in setting up and running retirement plans. Your ability to communicate effectively with diverse stakeholders, including financial advisers and enterprise partners, is a key strength that you bring to the table.

What you'll do

As a Senior Manager in Enterprise Client Services, you will play a pivotal role in building and leading a team dedicated to supporting sponsors and enterprise partners in administering retirement plans. Your responsibilities will include overseeing the team's operations, ensuring that service requests are handled efficiently and effectively, and maintaining high levels of client satisfaction.

You will collaborate closely with various internal teams to streamline processes and enhance the overall client experience. Your leadership will be crucial in driving the team's success and aligning their efforts with Vestwell's mission to empower retirement savings.

What we offer

Vestwell provides a dynamic work environment where you can make a significant impact on the future of retirement savings. We offer competitive compensation and benefits, along with opportunities for professional growth and development. Join us in our mission to redefine how people save for critical life aspects, and be part of a team that values innovation and collaboration.

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