Senior Associate of Solution Design, Vestwell

• Strong written/oral communication and organization skills
• Drive to lift up team members through collaboration, training, and coordination
• Love of learning and growth, to continue to level-up technical and softer skills
• Stakeholder Management: Collaborate with stakeholders to gather project requirements and provide teams with required input for implementation
• Demonstrated abilities to balance own workload with team needs; as well as to speak up and work with managers to prioritize projects when needed
• The ability to dig deep into the details of one product or process while keeping the big picture in mind
• Continued growth in industry and regulatory knowledge, to support prioritization efforts (balancing efficiency with regulatory requirements)
• Proficiency with process documentation and workflow mapping
• Experience in the retirement, financial services or employee benefit industries

Desirable

• The Program Management team exists to drive tactical efficiency while always keeping the big picture in mind. Members of the Program Management team are the connective tissue between the client-facing front end and the operational backend
• We use data to identify the initiatives that will have the largest impacts, and manage our roadmap accordingly
• We strive to ensure that Vestwell’s operational teams have the tools they need to provide an exceptional experience for partners and clients while working within optimized, repeatable processes that create scalable and predictable timelines
• When we’re successful, it allows for proper expectation setting for our clients and reliable revenue recognition for the business
• Partner with stakeholders across business units (ex: sales, finance, service, compliance) to analyze and document how new products and opportunities will impact operational processes and the systems involved, including Special Projects and Pooled Employer Plans (PEP)
• Take that analysis and turn it into actionable requirements that can be handed over to the teams tasked with building and/or implementation
• Assist in the managing and updating of a long-term solution roadmap, and contributing to prioritization of the initiatives on the roadmap
• Evaluate, analyze, and communicate system requirements on a continuing basis, and maintain systems processes as updates are made
• Author and update internal and external documentation, and formally initiate and deliver requirements and documentation
• Leverage data and reporting to identify trends, inefficiencies, and prioritization

• 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 tea
• 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