National Sales Associate, Vestwell
$65-75k
+ Company Bonus Pool + Equity
Office located in Midtown Manhattan, NY
Digital recordkeeping platform for 401(k) plans
Job no longer available
Digital recordkeeping platform for 401(k) plans
201-500 employees
Job no longer available
$65-75k
+ Company Bonus Pool + Equity
Office located in Midtown Manhattan, NY
201-500 employees
Company mission
To make managing retirement investments cheaper, simpler and safer.
Role
Who you are
- Highly motivated early-career professional; prior work experience is beneficial but not required
- Bachelor’s degree or equivalent; recent graduates encouraged to apply
- Strong organizational skills with the ability to manage multiple priorities simultaneously
- Proficiency in PowerPoint required; familiarity with Excel and Salesforce a plus
- Excellent communication and interpersonal skills, with the ability to support senior leaders in a fast-paced environment
- Self-starter with strong attention to detail and a proactive approach to administrative and operational support
- Interest in financial services is helpful, but no industry background is required
What the job involves
- The National Sales Associate will provide dedicated internal administrative support to National Sales leadership, with a primary focus on supporting our Director of Sales
- The Associate will play a critical role in enabling the National Sales team to effectively manage enterprise sales and relationship management responsibilities
- By coordinating logistics, preparing materials, and managing follow-up, this role allows leaders to maximize their time in the field, attending events, meeting with clients and partners, and driving sales outcomes
- Prepare agendas and presentation materials for internal sales meetings as well as external meetings with:
- DCIO partners (e.g., American Funds)
- Enterprise partners (e.g., J.P. Morgan)
- Other strategic external calls and events
- Coordinate logistics and travel for National Sales leadership, particularly for Eli Landow
- Provide day-to-day administrative support to National Sales leaders while they are traveling, ensuring they can focus on fieldwork and client engagement
- Manage meeting preparation, including pre-read materials and participant coordination
- Capture and track follow-up items from meetings, ensuring timely execution and accountability
- Assist with the development of both internal and external presentations and sales materials
- Support ad-hoc administrative needs across the National Sales leadership team to ensure seamless operations
Application process
- 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
Our take
The current landscape of 401(k) retirement plans is stagnant in comparison to the standards of financial software innovation. Vestwell offers a digital record-keeping platform that works directly with wealth management firms to help workplaces save money on their employee retirement plans. Vestwell does this by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution and benefit programs.
The startup faces competition from legacy players such as Boston-based Fidelity Investments who currently keep track of almost $2 trillion in assets in the industry. Furthermore, Empower also focuses on advisor-friendly and customized web tools and functionality, presenting further competition to Vestwell.
Despite this, Vestwell is uniquely positioned to disrupt the stagnant 401(k) system, a stance only strengthened by its substantial rounds of funding through the 2020s. This has been invested into expanding platform functionality and servicing for its partners and clients, releasing two new products in September 2022 - Vestwell Flex and a TPA portal. These additions will make Third Party Administration partnerships more efficient for Vestwell customers, streamlining the recordkeeping systems necessary for such actions. Continued product updates like these will help Vestwell keep pace with its substantial competition.
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
- We’re a growth stage startup with lots of exciting milestones ahead
- We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy
- We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them
- We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
Company HQ
Garment District, New York, NY
Leadership
Aaron Schumm
(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.
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