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Advisor Success Coordinator

New York, NY

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?

Vestwell is expanding and we’re excited about adding an Coordinator, Advisor Success to our client-facing team who is passionate about our mission to close the savings gap in America. At a high level, we’re looking for someone who pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter. Ideally, you have spent at least 1 year in a client facing role. 

What will you be doing?

A key component of Vestwell’s mission to empower workplace savings is to make it easy and painless. Our team’s primary objective is to establish strong relationships with advisors, positioning themselves as an integral part of their practice and a key contributor to their success in the retirement space. As an Coordinator, Advisor Success, you will play a pivotal role in supporting our team to reach this objective, understanding our advisors' goals and driving repeat business. 

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

  • Partnering with Advisor Success Managers (ASMs) and their top advisors to identify new opportunities for value creation.
  • Managing a small book of business consisting of advisor relationships.
  • Supporting the team in meeting our KPIs. 
  • Supporting ASMs with the scheduling and preparations for advisor business reviews, covering plan status updates and plan health checks.  
  • Partnering with ASMs and/or advisors to conduct education meetings for plan participants. 
  • Supporting the creation and maintenance of a comprehensive wiki and knowledge-base for the team. 
  • Managing administrative requests from advisors, as well as maintaining and updating records within our CRM. 
  • Answering the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow up completion. 

Requirements

The Necessities:

  • Strong commitment to delivering superior service.
  • Ability to collaborate effectively across teams.
  • Open to working in a fast-paced environment.
  • Positive and proactive attitude.
  • Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories, as we operate as a paperless office.
  • Excellent attention to detail and accuracy.

The Extras:

  • 1 year experience in a client facing role. 
  • Knowledge of retirement plans and financial products 
  • ASPPA certifications or credentials. 

This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.

The expected salary range for this position is $50K-$55K 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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