Manager of Saver Operations, Vestwell
$85-95k
+ Company Bonus Pool + new hire equity
The modern savings platform
Be an early applicant
The modern savings platform
201-500 employees
Be an early applicant
$85-95k
+ Company Bonus Pool + new hire equity
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- 3+ years of experience in operations, financial services, or retirement plan administration
- 1-2 years of leadership or team management experience
- Strong understanding of retirement plans, distributions, and loan processing
- Experience with Jira, Zendesk, Aircall, or similar task management and CRM software
- Excellent organizational skills and ability to manage multiple priorities effectively
- Strong analytical and problem-solving abilities with attention to detail
- Effective communication skills, both verbal and written, to support coaching and collaboration
What the job involves
- As a Manager, Saver Operations, you will lead a team of 4-7 Operations Associates responsible for processing distributions and loans from retirement plans as well lead the Gradifi Operations team
- Your role will focus on ensuring accuracy, efficiency, and compliance while optimizing workflows and providing guidance to your team
- You will collaborate closely with internal teams to enhance operational effectiveness and deliver an exceptional experience to participants
- Lead, mentor, and support a team of 4-7 Operations Associates
- Set performance expectations, track key metrics, and conduct regular performance reviews
- Provide hands-on coaching and training to ensure team members develop expertise in distributions and loans processing
- Foster a culture of accountability, accuracy, and continuous improvement
- Ensure timely and accurate processing of participant requests for distributions and loans in partnership with the Financial Crimes Compliance team
- Supervise the student loan verification, contribution remittance, and operational processes for the Gradifi product line
- Monitor and enforce adherence to company policies, regulatory requirements, and quality standards
- Review team performance against SLAs and implement process improvements as needed
- Manage escalations and complex cases, ensuring efficient resolution and participant satisfaction
- Oversee special transactions, straight-through-processing, and ad-hoc projects
- Identify and implement process enhancements to increase efficiency and accuracy
- Collaborate with cross-functional teams, including compliance and customer support, to refine workflows
- Provide insights and recommendations to improve operational procedures and participant experience
- Ensure proper documentation and tracking of participant interactions within Jira and other systems
- This role can be based in Vestwell’s NYC or King of Prussia office, and will be expected to report to the office in a hybrid schedule
Application 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
Our take
Access to retirement and workplace savings remains a challenge for many American workers, especially in gig and non-traditional roles. Founded in 2016, Vestwell is a fintech company making savings simpler, more accessible, and inclusive. From retirement accounts to students loan repayment and specialized savings programs, Vestwell is helping build a modern savings economy for everyone.
Vestwell's platform gives employers, payroll providers, and financial advisors easy tools to manage savings plans, while empowering employees to save directly from their paychecks. And programs like the Amazon Delivery Service Partner pooled employer plan and state-run auto-IRA initiative show just how Vestwell is helping underserved workers gain access to retirement savings, creating real financial security for millions nationwide.
Serving nearly 1.5M participants across 350,000 businesses with over $35B in assets, Vestwell has raised $125M in recent funding and expanded state partnerships. By tailoring solutions for gig and mobile workforces, the company has put itself in a prime position to continue transforming how Americans save, making financial security more accessible than ever.
Steph
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Dec 2023
$125m
SERIES D
Jul 2021
$70m
SERIES C
Total funding: $237.5m
Company benefits
- Competitive health coverage
- A dedicated Employee Wellbeing Committee
- Generous vacation, safe/sick time, and leave policies
- Strong focus on learning & development
- Hybrid work environment
- A great 401(k) plan!
Company HQ
Midtown East, New York, NY
Leadership
Aaron Schumm
(Founder & CEO)Studied Finance at GIES College of Business and then received an MBA from Duke. Head Equity Research at financial advisory firm Dillon Scott Securities, Product Manager at Fiserv, VP of Product Marketing at Citi.
David Sheen
(CFO)David joined Vestwell in 2017 as an SVP of Finance & HR and became CFO in 2020. Prior to this, he spent 2 years at Primary Venture Partners as a Senior Associate and Principal and 3 years at Morgan Stanley as an Investment Banking Associate.
Jonathan Mark
(COO)Jonathan joined Vestwell in 2021 as an SVP of Business Operations & Strategy and became COO in 2023. Prior to this, he was the Interim Head of Member Operations at Garner Health and a Go-to-market Consultant at Elemental Cognition. He also spent nearly 7 years at Bridgewater Associates in various roles including Chief of Staff to Department Head of Engineering and AI (Principles Division) and Head of Business Operations (Principles Division).
Patty Kim
(CPO)Prior to joining Vestwell in 2020, Patty was a Senior Director of Global Talent Acquisition/VP of People Ops & Talent at Conductor. She also spent 3 years at Dentsu Aegis Network as a Director of Talent Acquisition and 3 years at 24 Seven as an Account Manager.
Rob Molchon
(CTO)Prior to joining Vestwell in 2021, Rob held VP roles at Integral Ad Science, Sizmek, MediaMind, and Unicast.
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