Director of Relationship Management, Vestwell

• 5-8+ years of related experience – specifically in client service and project management
• Strong command of your preferred project management tracking system; accomplished at tracking and executing on multiple projects at once
• Exceptional attention to technical detail
• Accomplished written communication and public speaking skills
• Demonstrated leadership and management experience
• Ability to start by March 2026

Desirable

• The Director, Relationship Management will help lead a Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings
• You will serve as the senior-most relationship manager and project manager on the ABLE team
• Servicing individual ABLE state clients and overseeing core aspects of the team’s project management, client interaction, service, and satisfaction. You will also provide primary support to the SVP of ABLE Programs on all matters of ABLE program administration
• Relationship management and existing state client engagement
• Serve as the primary day-to-day point of contact for state directors (and staff) of ABLE investment programs nationwide, servicing general program administration, giving updates, intaking project requests, resolving issues, and more
• Participating in regular weekly / bi-weekly client meetings throughout launch/conversion/ongoing Plan administration
• Preparing materials, presentations, project trackers, and other work documents for state clients
• Presenting at board meetings or other public meetings (in-person and remotely)
• Gathering data and answering program-specific questions for clients
• Handling escalations of customer service issues with support from Vestwell service teams; reporting resolutions to clients
• Working with other cross-functional Vestwell teams (including product, engineering, legal, marketing) to triage client requests to the appropriate people and ensure accurate, efficient resolution
• Engaging with new/potential state client partners
• Tracking and reporting on state activity and new program opportunities
• Maintaining relationships with Treasurers’ / State Government staff and continuing to serve as a subject matter expert
• Implementing project management systems and processes across the entire ABLE Relationship Management team
• Oversee project management by other team members
• Tracking client projects from intake to completion, in a timely manner
• Clearly communicating project status and timelines to clients
• Ensure client satisfaction with project tracking and completion
• Review (and, as needed, draft) public-facing Program documents, including Program forms, marketing collateral, emails, website copy, etc
• Ensure accuracy and all public-facing ABLE program materials
• Work with the internal team and subservice organizations or partners on all aspects of ABLE program design and implementation
• Present at or attend conferences, public meetings, and public events to represent Vestwell and its ABLE programs
• Serve on ABLE industry committees and working groups (e.g., within the ABLE Savings Plans Network, under the National Association of State Treasurers)
• Assist with the development of materials/content for Vestwell leadership team
• Develop relationships and engage with other partner organizations and stakeholders within the ABLE and disability advocate communities