Partner Success Associate, Vestwell
$60-70k
+ Equity + Bonus
4 days a week in office
The modern savings platform
Be an early applicant
The modern savings platform
201-500 employees
Be an early applicant
$60-70k
+ Equity + Bonus
4 days a week in office
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- 1 to 3 years experience in a client facing role
- Strong commitment to delivering superior service
- Ability to collaborate effectively across teams
- Open to working in a fast-paced environment
- Positive and proactive attitude
- Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories, as we operate as a paperless office
- Excellent attention to detail and accuracy
Desirable
- Knowledge of retirement plans and financial products
- ASPPA certifications or credentials
- Spanish speaking
What the job involves
- A key component of Vestwell’s mission to empower workplace savings is to make it easy and painless
- Our team’s primary objective is to establish strong relationships with partners, positioning themselves as an integral part of their practice and a key contributor to their success in the retirement space
- As a Partner Success Associate, you will play a pivotal role in supporting our team to reach this objective, understanding our partners' goals and driving repeat business
- Our partners consist of individual investment advisors, Third Party Administrators (TPAs), National Accounts, Enterprise Partners, as well as PEOs
- Partnering with Partner Success Managers and their top partners to identify new opportunities for value creation
- Managing a small book of business consisting of Partner relationships
- Supporting the team in meeting our KPIs including repeat business by partners, NPS and Churn
- Supporting Success Managers with the scheduling and preparations for Partner business reviews, covering plan status updates, and plan health checks
- Partnering with Success Managers and/or partners to conduct education meetings for plan participants
- Supporting the creation and maintenance of a comprehensive wiki and knowledge-base for the team
- Managing administrative requests from partners, as well as maintaining and updating records within our CRM
- Answering the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow up completion
- Work closely with product and other internal stakeholders on platform enhancements tied to new legislation, and ongoing quality control
- Understand Vestwell's various reporting functionalities to research and provide clarity for Partners when needed
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.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 27 more jobs at Vestwell