Senior Associate, Implementations

New York, NY | Austin, TX | King of Prussia, PA | Phoenix, 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 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, including financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers.
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We are growing and looking for an experienced Senior Implementations 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.

• 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 delivers against expected service level agreements.

• 2–4 years of experience in project management and leading team initiatives end to end; you are flexible, creative, team‑oriented, results‑driven, and can effectively collaborate with both 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.

• 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.

This role will be based in Vestwell’s New York, Austin, King of Prussia, or Phoenix office, with a hybrid schedule and reporting to the office in the chosen location.

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

We’re an innovative, high‑growth company with many exciting milestones ahead. We value health and wellness at Vestwell and, in addition to a dedicated Employee Wellbeing Committee, offer competitive health coverage and generous vacation. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable offices in Midtown Manhattan, Austin, King of Prussia, and Phoenix, so everyone can choose a setting that is most productive for them.

We also offer a strong 401(k) plan.

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 steps are a skill or experience screen (e.g., a coding interview for an Engineer, a portfolio review for a Designer, a deeper experience call for other roles) leading to a virtual or in‑person interview panel if the screens go well.

Before making an offer, our interview process concludes with a reference‑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.

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

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.