National Sales Associate, Vestwell
$65-75k
+ Company Bonus Pool + Equity
Office located in Midtown Manhattan, NY
The modern savings platform
Open for applications
The modern savings platform
201-500 employees
Open for applications
$65-75k
+ Company Bonus Pool + Equity
Office located in Midtown Manhattan, NY
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
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
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 5 rounds)
Dec 2023
$125m
SERIES D
Jul 2021
$70m
SERIES C
Total funding: $237.5m
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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