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Associate, Special Markets & TPA Relationships

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?

Vestwell is expanding and we’re excited about adding an Associate, Special Markets & TPA Relationships  role to our Partner Success team who is passionate about our mission to improve retirement and close the savings gap. At a high level, we seek a relationship builder who excels in providing the kind of service that creates raving fans. Critical thinkers who utilize lateral approaches to novel situations will thrive as we continue to build industry-leading workplace savings solutions. Ideally, you have spent 3-5 years working with TPA’s, advisors, or other institutional partners with superb organizational skills and substantial plan administration / documents experience. 

What Will You Be Doing?

As the Associate, Special Markets & TPA Relationships , you will be our main point of contact with our TPA partners. Our mission is to be a true institutional advocate to the TPA community - and the easiest to work with. Your responsibilities will include helping TPA’s use our reporting and platform flawlessly, as well as building advocates of our experience through relationship building. 

  • TPA Relationship Enhancement - particularly with Flex Partners
  • Create workflows/education articles for internal teams to bring clarity and efficiency to the unbundled space. 
  • Work closely with product and other internal stakeholders on platform enhancements tied to new legislation, and ongoing quality control.
  • Year End Testing /5500/Audit reporting support. Understand Vestwell's various reporting functionalities to research and provide clarity for TPAs when needed.
  • Plan Design/Amendments. Understand Vestwell's Bundled Defaults, in tandem with platform limitations and what is legally permissible under ERISA, to be able to intelligently discuss with TPA. In addition, how plan design is initially entered on platform and how scheduled changes are made/captured ongoing. 

Requirements

The Necessities

  • Superb Organizational skills.
  • Service first mindset with a passion for excellent customer service.
  • Critical thinking with a focus on analytical thinking and process improvement.
  • Strong understanding of Qualified Plan operations (401(k) / 403(b) in particular)
  • Keen attention to detail, deadlines, and plan year service needs.
  • Proactive attitude to keep the team a step ahead of the curve.
  • Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives.

The Extras

  • Educational material writing skills in Confluence
  • Experience with Multiple Employer Plans (MEP and PEP)
  • Qualified 401(k) Administrator (QKA) or higher credential from ASPPA

The expected base salary range for this position is a minimum of $60K - $80K, plus performance based 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 an innovative, high-growth company, 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 our Midtown Manhattan office, so everyone has a setting that is the most productive for them. 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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