Senior Associate, Implementations Onboarding , NY | Austin, TX | King of Prussia, P

Senior Associate, Implementations Onboarding

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

Vestwell is the financial technology company powering the new savings economy. Our 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 over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers.

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 as they onboard to our platform.

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

The Necessities

• 2–4 years of experience in project management and leading team initiatives end to end; flexible, creative, team‑oriented, results‑driven, and able to 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 sales to release of conversion data.

The Extras

• General knowledge of ERISA rules and requirements, and experience with one or more compliance/recordkeeping systems (e.g., Sun Gard Relius, ASC, FIS).
• Qualified 401(k) Administrator (QKA) or higher ASPPA credential.

PMP or similar project management certifications.

Expected base salary range: $70,000 – $80,000, plus performance‑based bonus. This position is eligible to participate in the Company Bonus Pool and receive new‑hire equity in the Company. Salary bands are based on NY and similar metro areas and may differ based on final location.

We offer a comprehensive benefits package that includes health benefits, generous time off, an Employee Wellbeing Committee, a hybrid work model with flexible options, and a competitive 401(k) plan.

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.