Operations Associate • Entry-Level

Who you are

You are an enthusiastic and highly organized professional eager to join Vestwell's Investment Operations team as an Operations Associate. You have a keen attention to detail and the ability to track multiple tasks simultaneously. Your communication skills allow you to effectively manage internal and external communications with clients, vendors, and partners. You thrive in a multifaceted role that sits at the intersection of clients, operations, and strategy, and you are excited about contributing to the financial technology landscape.

What you'll do

In this role, you will be responsible for coordinating the setup of investment products and programs with partner custodians, advisors, fund and insurance companies, and investment managers. You will manage communications around investments with various stakeholders, ensuring that all parties are informed and aligned. Your organizational skills will be crucial as you handle multiple projects and deadlines, contributing to the smooth operation of the Investment Operations team. You will also have the opportunity to engage with a diverse clientele, including financial advisers, employers, and government agencies, enhancing your understanding of the financial technology sector.

What we offer

Vestwell provides a dynamic work environment where you can grow your career in the financial technology industry. You will be part of a team that is redefining how people save for critical life aspects, such as retirement and education. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse backgrounds and perspectives. Join us in making a meaningful impact on the savings economy.