Client & Strategic Initiatives Manager, Vestwell

• Strong project management skills - Demonstrated ability to run multiple projects simultaneously, and lead effective rollout that requires change management
• Communication - You are concise, articulate, and timely in all communications. Proven track record in stakeholder management and cross-team collaboration
• Proven effectiveness at being flexible, curious, creative, team oriented, result-driven and the ability to collaborate in cross functional teams
• Relationship Building: Capability to establish and maintain effective working relationships with a wide range of clients, partners and internal stakeholders, at various levels
• Influence: Strong cross functional leverage and ability to influence without authority
• An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs and jump into new projects with ease
• Aptitude for learning, creating, and iterating rapidly
• Strong written/oral communication and organizational skills
• Experience in a client-facing Retirement, Wealth Management, Client Success, Implementation or Operations role at a Financial Services SaaS company
• 4-6 years of experience in the FinTech or Retirement Services industry
• The ideal candidate has a strong background in managing complex, cross-functional projects that impact both clients and internal operations
• You're flexible, creative, curious, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders

Desirable

• Vestwell’s Program Management Team team plays an instrumental role in driving key initiatives including enterprise level client and partner implementations, new product rollouts and varied strategic internal initiatives
• You will support new and existing clients and partners from implementation to custom product development and ongoing initiatives, as well as internal strategic initiatives
• This role requires ownership and accountability for program/project management
• Lead end-to-end project management including scoping, resource alignment, and timeline tracking for enterprise-level initiatives
• Translate business and client needs and contractual commitments into actionable project plans and deliverables
• Identify and mitigate risks, manage escalations, and provide regular status updates to both clients and internal leadership
• Collaborate with teams across sales, product, marketing, operations, compliance, and finance to support delivery of client-specific solutions and Vestwell strategic goals
• Facilitate client-specific projects such as implementation, custom feature deployment, and workflow optimizations and serve as a conduit for feedback between external and internal stakeholders
• Champion project management best practices, recommending tools and techniques to improve project outcomes and client satisfaction
• Assist in the maintenance of a strategic roadmap to align client deliverables with company priorities

• 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