&lt;div class=&quot;content-intro&quot;&gt;&lt;p&gt;&lt;strong&gt;WHO ARE WE?&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.&lt;br&gt;&lt;br&gt;&lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.&amp;nbsp;&lt;br&gt;&lt;br&gt;Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.&amp;nbsp;&lt;br&gt;&lt;br&gt;Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.&lt;br&gt;&lt;br&gt;As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;WHY VESTWELL?&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;img style=&quot;display: none;&quot; src=&quot;https://px.ads.linkedin.com/collect/?pid=3182676&amp;amp;fmt=gif&quot; alt=&quot;&quot; width=&quot;1&quot; height=&quot;1&quot;&gt;&lt;/p&gt;
&lt;p&gt;&lt;img style=&quot;display: none;&quot; src=&quot;https://px.ads.linkedin.com/collect/?pid=3182676&amp;amp;fmt=gif&quot; alt=&quot;&quot; width=&quot;1&quot; height=&quot;1&quot;&gt;&lt;/p&gt;&lt;/div&gt;&lt;p&gt;&lt;strong&gt;Who Are We Looking For?&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;We are growing and looking for experienced Senior Onboarding RelationshipManagers to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell&#39;s platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform. While we&#39;re not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don&#39;t have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we’d be delighted to connect with you!&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;What Will You Be Doing?&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Managing all aspects of the onboarding process and successful transition of new plans to our platform&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Coordinating with Financial Advisors, Plan Sponsors, prior recordkeepers, and/or Third Party Administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Collaborating cross-functionally to provide support where needed and ensure the team is able to deliver against expected Service Level Agreements&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Providing oversight in the creation and maintenance of the team/department’s knowledge base&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Mentoring and supporting junior members of the team&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Requirements&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;em&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;The Necessities&lt;/span&gt;&lt;/em&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;5+ years of subject matter knowledge of retirement plan design and plan conversion processes from point of sale to release of conversion data&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Experience in project management and leading team initiatives end to end; you&#39;re flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices -- bonus points for deployment/build experience&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Demonstrated aptitude for learning, creating, and iterating rapidly&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;em&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;The Extras&lt;/span&gt;&lt;/em&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;General knowledge of ERISA rules and requirements, and experience with one or more compliance/recordkeeping systems (e.g. SunGard Relius, ASC, FIS)&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Qualified 401(k) Administrator (QKA) or higher ASPPA credential&lt;/span&gt;&lt;/li&gt;
&lt;li&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Experience with MEPs/PEP plans&lt;/span&gt;&lt;/li&gt;
&lt;li&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Series 7 and 66 or a Series 65 from a registered investment advisor&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;We have a strong preference for an individual located in one of the following cities: New York, NY, Phoenix, AZ, Austin, TX | Philadelphia, PA for a hybrid work environment but we are open-minded to stellar talent remotely.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;The expected salary range for this position is $85K - $90K with variable compensation potential. &lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;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.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;For your awareness you will only receive correspondence from&amp;nbsp;&lt;a class=&quot;c-link&quot; href=&quot;mailto:recruiting@vestwell.com&quot; target=&quot;_blank&quot; data-stringify-link=&quot;mailto:recruiting@vestwell.com&quot; data-sk=&quot;tooltip_parent&quot;&gt;recruiting@vestwell.com&lt;/a&gt;&amp;nbsp;any other domain not ending in&amp;nbsp;&lt;a class=&quot;c-link&quot; href=&quot;http://vestwell.com/&quot; target=&quot;_blank&quot; data-stringify-link=&quot;http://Vestwell.com&quot; data-sk=&quot;tooltip_parent&quot;&gt;Vestwell.com&lt;/a&gt;&amp;nbsp;is not our Recruitment team.&lt;/span&gt;&lt;/p&gt;
&lt;p class=&quot;p1&quot;&gt;&lt;em&gt;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&lt;/em&gt; &lt;a href=&quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing&amp;amp;ouid=100811839013500394130&amp;amp;rtpof=true&amp;amp;sd=true&quot;&gt;&lt;span class=&quot;s1&quot;&gt;&lt;em&gt;Vestwell’s &lt;/em&gt;C&lt;em&gt;alifornia Privacy Rights&lt;/em&gt; &lt;em&gt;Policy&lt;/em&gt;&lt;/span&gt;&lt;/a&gt;&lt;/p&gt;&lt;div class=&quot;content-conclusion&quot;&gt;&lt;p&gt;&lt;strong&gt;OUR BENEFITS&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;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 an open vacation policy. We have adopted a remote-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!&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;&lt;strong&gt;OUR PROCESS&lt;/strong&gt;&lt;br&gt;&lt;br&gt;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. &lt;em data-stringify-type=&quot;italic&quot;&gt;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.&lt;/em&gt;&amp;nbsp;We prioritize transparency and lack of surprise throughout the process.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in&amp;nbsp;&lt;a href=&quot;http://vestwell.com/&quot;&gt;Vestwell.com&lt;/a&gt;&amp;nbsp;is not our Recruitment team.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;&lt;em&gt;Vestwell’s&amp;nbsp;&lt;/em&gt;&lt;a href=&quot;https://www.vestwell.com/privacy-policy&quot;&gt;&lt;em&gt;Privacy Policy.&lt;/em&gt;&lt;/a&gt;&lt;em&gt;&amp;nbsp;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:&amp;nbsp;&lt;/em&gt;&lt;a href=&quot;https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing&amp;amp;ouid=111643980444675168924&amp;amp;rtpof=true&amp;amp;sd=true&quot;&gt;&lt;em&gt;Vestwell’s California Privacy Rights Policy.&lt;/em&gt;&lt;/a&gt;&lt;/span&gt;&lt;/p&gt;&lt;/div&gt;

Implementations 

New York, NY | Phoenix, AZ | Austin, TX | Philadelphia, PA

Remote 

Senior Onboarding Relationship Manager

Vestwell is hiring in New York City and beyond. Join our high-growth team of passionate entrepreneurs as we reinvent the world of retirement and savings.

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Implementations | New York, NY | Phoenix, AZ | Austin, TX | Philadelphia, PA

Senior Onboarding Relationship Manager