Team Lead, Services

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. To learn more, visit

We are seeking an energetic and reliable professional to join our team as a Lead, Employer Services. The ideal candidate will be responsible for overseeing a team of individual contributors while also providing direct, high‑quality service to clients. As a Team Lead, you will mentor and manage a small subteam, ensuring that client needs are met promptly and effectively, while maintaining high standards of performance and compliance.

You will serve as a subject‑matter expert for your team, supporting day‑to‑day operations and guiding team members in their professional development.

Our mission‑driven Employer Services team members are often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As a Lead, Employer Services, you are a dynamic individual who will work cross‑functionally across teams to communicate and facilitate resolutions for any client satisfaction issues.

Those who work tirelessly through the lens of hospitality and customer service and can effectively coach others to do the same jump to the front of the line.

Employer Services Team Lead exhibits strong critical‑thinking and problem‑solving abilities, using curiosity to drive innovative, scalable solutions for complex client challenges. They demonstrate resilience under pressure, lead others through ambiguity, and model thoughtful decision‑making that elevates both the client experience and team performance.

• Act as the primary point of contact for a group of 401(k) plan sponsor clients, ensuring excellent service delivery by responding to client inquiries regarding plan administration, contributions, and integrations in a timely and accurate manner.
• Collaborate with cross‑functional teams to troubleshoot and resolve complex client issues.
• Manage and effectively resolve client escalations as they arise using strong critical‑thinking and sound judgement to ensure optimal outcomes for clients, leading to high retention.
• Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction.
• Share data‑driven insights with our product teams to improve our platform and planning roadmap.
• Lead, mentor, and coach a small subteam of individual contributors, fostering a culture of teamwork, accountability, and professional growth.
• Collaborate on team performance reviews, provide constructive feedback, and help team members set and achieve personal and professional goals.
• Lead team training and development as needed, ensuring team members are up‑to‑date on industry trends, best practices, and product changes.
• Identify opportunities for process improvements within the Employer Services function to enhance client satisfaction and operational efficiency.
• Collaborate with cross‑functional teams (e.g., Compliance, Operations, and Sales) to ensure a seamless client experience and resolve any issues that arise.
• Monitor and report on team performance, including client satisfaction, service level adherence, and overall productivity.
• Provide guidance and support in the…