Implementations Onboarding Senior Associate, Vestwell

• While we'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'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!
• 2-4 years of experience in project management and leading team initiatives end to end; you're flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders
• 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
• Demonstrated aptitude for learning, creating, and iterating rapidly
• Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data

Desirable

• We are growing and looking for an experienced Senior Implementations Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell'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
• Primary internal client advocate representing plan sponsor and advisor contacts
• Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our platform
• 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
• Collaborating cross-functionally to provide support where needed and ensure the team can deliver against expected service level agreements

• Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team
• From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience
• Successful candidates then move on to a virtual or in-person interview panel
• Before extending an offer, we complete a reference check with a current or former manager and a peer
• Throughout the process, we prioritize transparency, clear communication, and minimizing surprises