Director, Relationship Management - ABLE

New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

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 790,000 businesses and more than 2.75 million active savers, with over $57 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, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit

The Director, Relationship Management will join the growing Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings. You will serve as a senior relationship manager on the ABLE team and will provide primary support for ABLE team operations and service.

Servicing individual ABLE state clients and overseeing core aspects of the team’s project management, client interaction, service, and satisfaction. You will also be responsible for reviewing, auditing, and updating team processes to ensure efficiency and quality, and will provide primary support to the SVP of ABLE Programs on all matters of ABLE program administration.

Day-to-Day, You May Be Expected To:

• Relationship management and existing state client engagement
• Serve as the primary day-to-day point of contact for state directors (and staff) of ABLE investment programs nationwide, servicing general program administration, giving updates, intaking project requests, resolving issues, and more
• Participating in regular weekly / bi-weekly client meetings throughout launch/conversion/ongoing Plan administration
• Preparing materials, presentations, project trackers, and other work documents for state clients
• Presenting at board meetings or other public meetings (in-person and remotely)
• Gathering data and answering program-specific questions for clients
• Handling escalations of customer service issues with support from Vestwell service teams; reporting resolutions to clients
• Working with other cross-functional Vestwell teams (including product, engineering, legal, marketing) to triage client requests to the appropriate people and ensure accurate, efficient resolution
• Engaging with new/potential state client partners
• Tracking and reporting on state activity and new program opportunities
• Maintaining relationships with Treasurers’ / State Government staff and continuing to serve as a subject matter expert

• Implementing project management systems and processes across the entire ABLE Relationship Management team
• Working with VGS operations and client services teams to ensure efficient processes and QC oversight for all ABLE administration
• Oversee project management by other team members
• Tracking client projects from intake to completion, in a timely manner
• Clearly communicating project status and timelines to clients
• Ensure client satisfaction with project tracking and completion

• Review (and, as needed, draft) public-facing Program documents, including Program forms, marketing collateral, emails, website copy, etc.
• Ensure accuracy and all public-facing ABLE program materials
• Work with the internal team and subservice organizations or partners on all aspects of ABLE program design and implementation

• Present at or attend conferences, public meetings, and public events to represent Vestwell and its ABLE programs
• Serve on ABLE industry committees and working groups (e.g., within the ABLE Savings Plans Network, under the National Association of State Treasurers)
• Assist with the development of materials/content for Vestwell leadership team
• Develop relationships and engage with other partner organizations and stakeholders within the ABLE and disability advocate communities

The Necessities

• 5-8+ years of related experience – specifically in client service, project management, and process implementation
• Strong command of your preferred project…