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Advisor Success Manager

New York, NY | Austin, TX | King of Prussia, PA

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. 

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Who Are We Looking For?

The ASM will be part of the Partner Success team working across Financial Advisors, Plan Sponsors, and TPAs. This is an exciting opportunity to solve a wide range of complex challenges for Financial Advisors and be at the forefront of transformation in the retirement services and workplace savings industry.

The ASM acts as the advocate for our investment advisor partners and is responsible for shaping the overall opportunity with the advisor. This is a service minded individual who understands the industry domain, the advisors’ business challenges, and how to leverage the right elements of our platform combined with plan design. They help to “quarterback” any requests, pulling in the relevant parties necessary. 

What Will You Be Doing?

A key component of Vestwell’s mission to empower retirement savings is to make the process of setting up and running a plan easy and painless. As an Advisor Success Manager, you will play a key role in understanding the advisor relationship and goal and how those translate into a positive experience. Your objective will be to ensure that each Advisor serving a client through a Vestwell product offering has a value add that enriches their relationship with the client and is an integral part of their book of business... That’s the baseline. Your job also includes consistently providing leadership, deep expertise, and support to the rest of the team.

Day-to-Day, You May Also Be Expected To:

  • Set the overall vision and strategic plan for your book of business, focusing on leading a positive advisor experience, driving growth and net retention improvements.
  • Create a regular cadence of account contact with the assigned book of partner accounts, its stakeholders, and the executive team to drive strategic initiatives, and measure the value of the partnership.
  • Provide product demos and understand the retirement plan record-keeping, administration, and technology inside & out 
  • Manage & deliver on your KPIs
  • Influence future lifetime value through higher product adoption, customer satisfaction, and overall advisor NPS scores
  • Reduce churn and drive new business growth through greater advocacy and reference ability
  • Manage client expectations to avoid any disconnects with process and timing standard
  • Lead and/or attend scheduled conference calls to provide status and updates on remediation of any escalations or issues 
  • Address escalated client issues with speed and urgency, orchestrating resources across the company as appropriate
  • Conduct appropriate and timely follow up to ensure the highest level of service
  • Posting interaction within our tooling to document updates to client accounts
  • Work closely with the sales management and Regional VPs to align on strategies,  forecasting, coverage plans, and account opportunities (i.e., opportunities and risks)
  • forecasting, coverage plans, and account opportunities (i.e., opportunities and risks)

Requirements

The Necessities:

  • Team mentality and the ability to multitask while attending to team KPIs
  • 3-5+ years in B2B sales or service, preferably in retirement, FinTech, wealth, or similar industry or defined contribution experience including Client Service, Plan Administration, Compliance, Plan Design, and/or Conversion experience for 401(k) and/or 403(b) plans. 
  • Develop and maintain strong business partnerships with financial advisors & regional home office sales & service counterparts
  • Intimate knowledge of how retirement plan advisors build, manage, and grow their practice
  • Clear understanding and ability to articulate partnerships across multiple channels
  • Consistent track record managing a book of business and exceeding revenue targets
  • Strong attention to detail and a passion for creating a top-notch selling-through-service environment and processes
  • Strong time management skills to ensure the timeliness of all proactive and reactive communications
  • Ability to balance service with the technical aspects of the role. 

The Extras:

  • Strong understanding of what a record-keeper, TPA, and 3(16) administrator does
  • Experience selling retirement plan record-keeping and administration is a very, very strong plus
  • Previous coverage of the small and emerging corporate retirement plan market
  • Any FS certifications are a plus, eg: Series 7 and 66 or Series 65 from a registered investment advisor, CFA, Qualified 401(k) Administrator (QKA) credential, etc.

The expected salary range for this position is $80,000 - $90,000, plus variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.

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