Vice President of Workplace Wellness Sales, Vestwell
$90-160k
+ Variable
The modern savings platform
Job no longer available
The modern savings platform
201-500 employees
Job no longer available
$90-160k
+ Variable
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- Excellent communication skills across internal stakeholders and demanding external partner groups
- B2B sales experience in the SMB, middle-market, and enterprise segments
- Enterprise or channel partnership experience, preferably in FinServ, FinTech, or HRtech
- Strong experience leading complex deals and a multi-channel sales pipeline
- Prefer (but not require) experience overseeing B2B account executives
- A deep network in wellness, wealth management, retirement, and payroll/benefits
- Exceptional written and verbal communication skills
- Familiarity and overall comfort using various software platforms (i.e MS Office and CRM databases)
- Hyper-effective organizational skills with the ability to handle multiple projects simultaneously
- Strong customer and commercial-focused philosophy
- Ability to work within a team to achieve common goals
- Ability to work with a sense of urgency
- A highly motivated, self-starter who thrives on going fast and who can iterate rapidly
- Articulate, concise, eloquent communication skills to be the voice outwardly and inwardly
- Ability to work effectively and professionally with a wide range of personalities, roles, and teams
- Strong work ethic with the ability to work both independently and on a team
What the job involves
- You will be leading Vestwell's workplace solutions sales and partnerships efforts
- Drive sales and go-to-market efforts for workplace savings programs related to student loan repayment, college savings programs, emergency savings, and other auxiliary benefits
- Partner with enterprises across a variety of channels: financial institutions, advisory firms (broker/dealers, RIAs), HRIS/payroll, benefits, among others
- Develop a sales pipeline and sell deals into workplaces, ranging from SMB segment to Fortune 1000 segment
- Train existing sales and relationship teams to cross-sell workplace solutions to existing partners/clients
- Responsible for achieving sales goals for the workplace solution product set
- Grow and oversee a high-performing team of account executives
- Partner cross-functionally to develop a winning go-to-market
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 6 rounds)
Feb 2026
$385m
SERIES E
Dec 2023
$125m
SERIES D
Total funding: $622.5m
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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