Senior Associate, Onboarding

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer‑offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell’s platform serves a diverse clientele: financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit 

We are growing and looking for an experienced Senior Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell’s platform. In this role you will manage projects, collaborate cross‑functionally with internal stakeholders to enhance our onboarding experience, and provide subject‑matter expertise on plan design and training for Plan Sponsors during onboarding.

• Act as the primary internal client advocate representing plan sponsor and advisor contacts.
• Manage all aspects of the onboarding process from point of sale through successful transition of new plans to our platform.
• Coordinate with financial advisors, plan sponsors, prior recordkeepers, and/or third‑party administrators to determine conversion timelines, key action items, and delivery dates, and communicate overall project status to both external and internal stakeholders.
• Collaborate cross‑functionally to provide support where needed and ensure the team can deliver against expected service level agreements.

• 2–4 years of project‑management experience leading team initiatives end to end; flexible, creative, team‑oriented, results‑driven, and able to collaborate with internal and external stakeholders.
• Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices – bonus points for deployment/build experience.
• Demonstrated aptitude for learning, creating, and iterating rapidly.
• Willingness to learn retirement plan design and plan conversion processes from point of sale to release of conversion data.

Extras:

• General knowledge of ERISA rules and requirements, and experience with one or more compliance / record‑keeping systems (e.g. Sun Gard Relius, ASC, FIS).
• Qualified 401(k) Administrator (QKA) or higher ASPPA credential.
• PMP or similar project‑management certification.

The role will be based in Vestwell’s New York or Austin office and will be expected to report to the office on a hybrid schedule.

The expected base salary range for this position is a minimum of $70 K–$80 K, plus performance‑based bonus. This position is eligible to participate in the Company Bonus Pool and receive new‑hire equity. Salary bands are based on NY and other similar metro areas and may differ based on the location where the role is ultimately hired.

We value health and wellness and offer competitive health coverage, a generous vacation offering, a dedicated Employee Wellbeing Committee, and a strong 401(k) plan. Work in our hybrid office policy with options at Midtown Manhattan, Austin, King of Prussia, and Phoenix offices.

It starts with 1–2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role but typically include a skill or experience screen followed by a virtual or in‑person interview panel. Our interview process concludes with reference checks. We prioritize transparency and lack of surprise throughout.

For your awareness you will only receive correspondence from ; any other domain not ending in  is not our recruitment team.

Vestwell is an equal opportunity employer. As set forth in Vestwell’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.