Director, Relationship Management

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?

State Auto-IRA programs have been expanding across the country as a way to increase access to retirement savings accounts for millions of private-sector workers. Vestwell currently supports 13 different state programs and is looking for  a Relationship Manager to work with our State Retirement Auto-IRA Programs Relationship Management team. At a high level, we’re looking for someone who has great communication and problem-solving skills along with the proven ability to juggle multiple priorities at once. 

What Will You Be Doing?

The Vestwell State Savings Auto IRA team is responsible for ensuring that our clients are continuously receiving and recognizing value from the retirement platform that we are building. You will work closely with clients to understand their business objectives and develop success plans that enable Vestwell to meet those objectives. The Auto IRA Relationship Manager will support existing State Retirement Auto-IRA Program clients to ensure execution on agreed upon deliverables, ongoing alignment of business objectives, and that our state clients are continuously receiving and recognizing value from the retirement platform we offer. This individual will collaborate with the team in the development of success plans that enable Vestwell to meet our Auto IRA goals. This role will provide an opportunity to experience the entire ecosystem of State Program Relationship Management - from business development, to product ideation, to implementation, and ongoing support.

Day-to-day, you will be expected to:

• Lead the relationship with our State partners as the point person for Vestwell’s program administration of State Auto-IRA Programs
• Conduct regular State client meetings, proactively identifying risks and mitigations of issues as they arise, to ensure the successful delivery of our solutions according to clients’ needs and objectives
• Collaborate cross-functionally with Product, Engineering, Marketing, Technology, Finance, Operations, and Legal teams to communicate and ensure we meet the needs, SLAs, and adherence to all requisite State Program administration requirements (e.g. introducing new product features, coordinating program launch strategies, managing response to escalated issues, etc.)
• Ensure implementation of ongoing relationship strategies and initiatives are optimized to enable teams to achieve its State Plan launch and ongoing administration goals 
• Design and execute success plans to optimize client relationships, adoption, and satisfaction with Vestwell
• Communicate with clients regularly through email, phone, online presentations, screen share and in-person meetings to understand their current needs and ongoing requirements
• Develop a trusted advisor relationship with key accounts, client stakeholders, and executive sponsors
• Develop and maintain subject matter expertise on our products and services and industry compliance requirements to provide timely, professional, and knowledgeable customer support
• Assisting Sales/Operations teams with RFP responses for large opportunities

Requirements

The Necessities

• A myriad of experience in a client-facing Retirement/Wealth Management/ Advisory, or as a Customer Success/ Relationship Manager
• Able to understand and translate business goals into actionable and measurable initiatives
• Experience in building relationships and garnering trust with executive decision makers and influencers
• An understanding of the financial industry & financial service technologies
• Capable of working collaboratively across multiple organizations
• Comfortable with managing escalations and executing on success plans
• Self-starter who is extremely organized and detail oriented strategic and outside of the box thinker

• Strategic problem-solving skills
• Strong organizational, analytical, and prioritization skills
• Excellent written and verbal communication skills
• Strong skills with Office suite, including excel and PowerPoint

The Nice to Haves

• Basic knowledge of project management, client onboarding experience including setting targets, KPIs, and reporting progress
• Understanding and knowledge of state-administered Auto-IRA programs or experience working with other state programs, including governing boards and staff

This role will be based in Vestwell’s New York or King of Prussia office, and will be expected to report to the office in a hybrid schedule.

The expected base salary range for this position is $140K - $155K 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 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.