Director of Relationship Management, Vestwell

• At a high level, we’re looking for someone who has great communication and problem-solving skills along with the proven ability to juggle multiple priorities at once
• A myriad of experience in a client-facing Retirement/Wealth Management/ Advisory, or as a Customer Success/ Relationship Manager
• Able to understand and translate business goals into actionable and measurable initiatives
• Experience in building relationships and garnering trust with executive decision makers and influencers
• An understanding of the financial industry & financial service technologies
• Capable of working collaboratively across multiple organizations
• Comfortable with managing escalations and executing on success plans
• Self-starter who is extremely organized and detail oriented strategic and outside of the box thinker
• Strategic problem-solving skills
• Strong organizational, analytical, and prioritization skills
• Excellent written and verbal communication skills
• Strong skills with Office suite, including excel and PowerPoint

Desirable

• State Auto-IRA programs have been expanding across the country as a way to increase access to retirement savings accounts for millions of private-sector workers. Vestwell currently supports 13 different state programs and is looking for a Relationship Manager to work with our State Retirement Auto-IRA Programs Relationship Management team
• The Vestwell State Savings Auto IRA team is responsible for ensuring that our clients are continuously receiving and recognizing value from the retirement platform that we are building
• You will work closely with clients to understand their business objectives and develop success plans that enable Vestwell to meet those objectives
• The Auto IRA Relationship Manager will support existing State Retirement Auto-IRA Program clients to ensure execution on agreed upon deliverables, ongoing alignment of business objectives, and that our state clients are continuously receiving and recognizing value from the retirement platform we offer
• This individual will collaborate with the team in the development of success plans that enable Vestwell to meet our Auto IRA goals
• This role will provide an opportunity to experience the entire ecosystem of State Program Relationship Management - from business development, to product ideation, to implementation, and ongoing support
• Lead the relationship with our State partners as the point person for Vestwell’s program administration of State Auto-IRA Programs
• Conduct regular State client meetings, proactively identifying risks and mitigations of issues as they arise, to ensure the successful delivery of our solutions according to clients’ needs and objectives
• Collaborate cross-functionally with Product, Engineering, Marketing, Technology, Finance, Operations, and Legal teams to communicate and ensure we meet the needs, SLAs, and adherence to all requisite State Program administration requirements (e.g. introducing new product features, coordinating program launch strategies, managing response to escalated issues, etc.)
• Ensure implementation of ongoing relationship strategies and initiatives are optimized to enable teams to achieve its State Plan launch and ongoing administration goals
• Design and execute success plans to optimize client relationships, adoption, and satisfaction with Vestwell
• Communicate with clients regularly through email, phone, online presentations, screen share and in-person meetings to understand their current needs and ongoing requirements
• Develop a trusted advisor relationship with key accounts, client stakeholders, and executive sponsors
• Develop and maintain subject matter expertise on our products and services and industry compliance requirements to provide timely, professional, and knowledgeable customer support
• Assisting Sales/Operations teams with RFP responses for large opportunities

• 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