Manager of Saver Services, Vestwell
$80-90k
Plus Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired
The modern savings platform
Be an early applicant
The modern savings platform
201-500 employees
Be an early applicant
$80-90k
Plus Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- 3+ years of experience in customer service, client support, or operations, with at least 1-2 years in a leadership or management role
- Strong communication skills—both verbal and written—with the ability to coach others in effective client interactions
- Proven track record of leading high-performing teams in a fast-paced, client-facing environment
- Strong problem-solving skills with the ability to analyze data and drive informed decisions
- Experience with helpdesk and CRM platforms (e.g., Zendesk, Jira) is a plus
- Ability to adapt to a rapidly evolving business environment and drive positive change
What the job involves
- As a Manager, Saver Services, you will lead a hybrid team of onshore and offshore service associates who provide front-line support to our clients via email, chat, and phone
- This role is crucial in ensuring an exceptional customer experience by maintaining high service standards, coaching team members, and driving continuous improvement
- You will collaborate with cross-functional teams, including product and operations, to enhance service delivery and identify process efficiencies
- Lead, mentor, and develop a team of 10-12 client service professionals
- Set performance expectations and track key metrics such as response times, quality assurance, and client satisfaction
- Conduct regular 1:1s, team meetings, and performance reviews to foster professional growth
- Provide coaching and training to improve team efficiency, communication, and problem-solving skills
- Ensure timely, accurate, and empathetic responses to inbound client inquiries via email, chat, and phone
- Oversee the processing of plan documents, distribution requests, and other service-related tasks
- Monitor and enhance quality control processes to ensure adherence to company and regulatory standards
- Handle escalations and complex client issues with a focus on resolution and retention
- Analyze trends in client inquiries to identify areas for service and product improvement
- Collaborate with internal teams to refine workflows and optimize service processes
- Provide ongoing feedback to the product team to enhance the client experience
- Drive initiatives to improve efficiency, reduce response times, and increase client satisfaction
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. We prioritize transparency and lack of surprise throughout the process
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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