Saver Services Manager, Vestwell
$80-90k
Eligible for the Company Bonus Pool and eligible for equity. 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
501-1000 employees
Be an early applicant
$80-90k
Eligible for the Company Bonus Pool and eligible for equity. 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
501-1000 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 12-15 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
- 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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