Relationship Management Senior Associate, Vestwell
529 & CSA
$70-80k
+ Company Bonus Pool + Equity
Office located in Manhattan, NY
The modern savings platform
Be an early applicant
The modern savings platform
501-1000 employees
Be an early applicant
$70-80k
+ Company Bonus Pool + Equity
Office located in Manhattan, NY
501-1000 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- This role requires sound judgment, problem-solving skills, and the ability to manage escalated client issues while ensuring alignment with business objectives
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- 1-3 years of experience including client service
- Strong time management skills to ensure the timeliness of all proactive and reactive communications
- Strong commitment to superior customer service
- Positive and proactive attitude
- Critical problem solving skills
- Strong organizational, analytical and prioritization skills
- Excellent written and verbal communication skills
What the job involves
- As a Senior Associate, Relationship Manager, you will operate as a strategic, independent contributor responsible for supporting the team in delivering value to 529 and CSA partners
- You will partner cross-functionally and act as a trusted point of contact for both internal stakeholders and partners
- Develop partner relationship plans, monitor progress, and actively participate in status meetings, while collaborating with various teams within Vestwell to execute
- Use independent discretion and good judgment to handle complaints, troubleshoot problems, and implement solutions independently
- Partner cross-functionally with Middle Office, Operations, Product, Finance, Legal, and Compliance teams to implement strategies and tactics designed to achieve partner objectives
- Communicate effectively across teams and with partners via written communication, phone, videoconference, and occasionally in person
- Assist in meeting all partner reporting requirements, ensuring accurate and timely delivery
- Exercises discretion to gather, analyze, and evaluate information to solve problems using reasoned judgment and expertise
- Own the response to escalated partner issues, independently assessing situations, orchestrating internal resources, and resolving concerns with urgency and professionalism
- Act as a proactive collaborator within the team and across departments, supporting seamless partner experiences
- Understanding the applicability of regulatory requirements to resolve governance issues and support partner success
- Exercise independent judgment in recommending solutions and improvements to processes, workflows, and partner engagement strategies
- Maintain clear and accurate documentation of communications, project status, and issue resolution for accountability and audit readiness
Application process
- 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 team
- 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
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. 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.
With over 2 million savers and 350,000 businesses served, Vestwell now manages over $50 billion in assets. It has raised significant funding, with the latest raise seeing the company double its valuation. This capital supports expanded distribution across all channels, and the wider provision of more sophisticated, professionally managed investment solutions.
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
(CEO, Chairman & Founder)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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