Program Manager, Client & Strategic Initiatives

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?

We are seeking a seasoned, client-facing Project Manager with 4-6 years of experience in the FinTech or Retirement Services industry. The ideal candidate has a strong background in managing complex, cross-functional projects that impact both clients and internal operations. You're flexible, creative, curious, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders. In this role, you may lead multiple diverse projects.

What Will You Be Doing?

Vestwell’s Program Management Team team plays an instrumental role in driving key initiatives including enterprise level client and partner implementations, new product rollouts and varied strategic internal initiatives.  You will support new and existing clients and partners from implementation to custom product development and ongoing initiatives, as well as internal strategic initiatives. This role requires ownership and accountability for program/project management.

Key Responsibilities:

• Lead end-to-end project management including scoping, resource alignment, and timeline tracking for enterprise-level initiatives.
• Translate business and client needs and contractual commitments into actionable project plans and deliverables.
• Identify and mitigate risks, manage escalations, and provide regular status updates to both clients and internal leadership.
• Collaborate with teams across sales, product, marketing, operations, compliance, and finance to support delivery of client-specific solutions and Vestwell strategic goals.
• Facilitate client-specific projects such as implementation, custom feature deployment, and workflow optimizations and serve as a conduit for feedback between external and internal stakeholders.
  
• Champion project management best practices, recommending tools and techniques to improve project outcomes and client satisfaction.
• Assist in the maintenance of a strategic roadmap to align client deliverables with company priorities.

Requirements

The Necessities:

• Strong project management skills -  Demonstrated ability to run multiple projects simultaneously, and lead effective rollout that requires change management. 
• Communication - You are concise, articulate, and timely in all communications. Proven track record in stakeholder management and cross-team collaboration  
• Proven effectiveness at being flexible, curious, creative, team oriented, result-driven and the ability to collaborate in cross functional teams.
• Relationship Building: Capability to establish and maintain effective working relationships with a wide range of clients, partners and internal stakeholders, at various levels
• Influence: Strong cross functional leverage and ability to influence without authority
• An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs and jump into new projects with ease
• Aptitude for learning, creating, and iterating rapidly
• Strong written/oral communication and organizational skills
• Experience in a client-facing Retirement, Wealth Management, Client Success, Implementation or Operations role at a Financial Services SaaS company

The Extras:

• Familiarity with 401(k) and retirement savings products, state sponsored savings programs, like 529 and ABLE Savings programs and/or payroll & HCM solutions
• General knowledge of ERISA rules and requirements
• Qualified 401(k) Administrator (QKA) or higher ASPPA credential
• PMP or similar project management certifications

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

The expected base salary range for this position is $80K - $90K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. 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.