Partner Activation Associate, Vestwell
$65-75k
+ Company Bonus Pool & Eligible to receive new hire equity in the Company
Office located in Midtown Manhattan, NY
The modern savings platform
Open for applications
The modern savings platform
201-500 employees
Open for applications
$65-75k
+ Company Bonus Pool & Eligible to receive new hire equity in the Company
Office located in Midtown Manhattan, NY
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- Highly motivated early-career professional; prior project management or operations experience a plus but not required
- Bachelor’s degree or equivalent; recent graduates encouraged to apply
- Strong organizational skills and ability to manage multiple workstreams simultaneously
- Familiarity with Salesforce and/or Asana a plus
- Excellent communication and coordination skills, with the ability to manage multiple stakeholders across functions
- Detail-oriented self-starter with a proactive mindset and problem-solving ability
- Interest in financial services and partnerships preferred, but industry background is not required
What the job involves
- The Partner Activation Associate will be responsible for owning the operational setup and coordination of new partnerships across National Sales, TPA, and Special Markets channels
- Reporting to our VP of National Sales, this role ensures that partnership launches are executed seamlessly and efficiently
- The Partner Activation Associate will support sales representatives by coordinating directly with operational teams—including Sales Ops, Deal Desk, Rev Ops, Billing, Investment Operations, and others—so that senior sales leaders can remain focused on driving new sales and managing client relationships
- The Associate will also assist with managing and organizing the partnership pipeline, hosting regular review calls to ensure visibility, accountability, and alignment across all internal teams involved in partnership execution
- Maintain and organize the partnership pipeline to ensure visibility, timely execution, and cross-team alignment
- Host monthly partnership review calls to review pipeline status, priorities, and upcoming launches with internal stakeholders
- Coordinate with cross-functional teams—including Sales Ops, Deal Desk, Rev Ops, Investment Ops, Billing, and others—to execute the setup of new partnerships
- Serve as the internal project manager for partnerships that fall outside the scope of the Project Management team
- Support sales representatives by handling operational setup and administrative coordination, reducing the need for senior leaders to engage in internal calls
- Ensure all operational dependencies are completed and tracked for a seamless partner onboarding experience
- Work across a wide range of partnership types, including:
- Regional bank and payroll partnerships (e.g., Nicolet)
- TPAs
- Regional broker-dealers
- Block plan conversions
- MEAPs and other special market deals
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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