Jobs at Vestwell

Supports the People Business Partnership team by coordinating onboarding, employee lifecycle programs, compliance documentation, data integrity, reporting, employee support, engagement initiatives, and events. The role manages tracking, communications, follow-up, audits, dashboards, and project execution while maintaining confidentiality and accurate employee records. It requires onsite work in New York City four days per week.

Supports People Services operations, including HRIS record maintenance, employee inquiries, payroll administration, benefits and leave management, compliance filings, reporting, audits, and employment documentation. The role maintains Rippling and Sparrow, handles confidential employee data, supports payroll and benefits compliance, and collaborates with People, Finance, and Compliance teams in a fast-paced environment.

Performs fraud detection, AML monitoring, alert investigation, suspicious activity escalation, regulatory interpretation, and financial crime risk mitigation. Develops fraud typologies, prepares investigation and management reports, maintains case records, collaborates with operational teams, and supports compliance process improvements. The role requires independent judgment, strong analytical skills, regulatory knowledge, and accurate documentation in a fast-paced fintech environment.

Serves as a strategic HR partner to G&A leaders and employees, managing the full employee lifecycle, employee relations, compliance, performance, compensation, workforce planning, onboarding, engagement, and change management. Partners with Recruiting and Learning & Development, supports ERGs and organizational design, analyzes HR data, and leads the annual summer internship program. The role requires four days per week in Vestwell’s King of Prussia office.

Own marketing analytics, reporting, dashboards, metric definitions, and customer attributes. Connect Google Analytics, HubSpot, and Salesforce data; support segmentation, campaign measurement, funnel reporting, and data-quality improvements. Partner with Marketing, Data, Revenue Technology, Product, and Engineering to translate business needs into reliable reporting and actionable insights.

The Business Development Representative generates qualified sales pipeline for Vestwell’s financial advisor channel through outbound prospecting, account research, discovery, qualification, and relationship building. Responsibilities include using phone, email, LinkedIn, Salesforce, and Salesloft; maintaining accurate CRM records; communicating value propositions; handling objections; participating in coaching; and consistently meeting performance goals. This six-month development role prepares high-performing representatives for full-cycle sales positions.

Own the full sales cycle for Vestwell’s financial advisor marketplace within an assigned region. Responsibilities include prospecting, needs assessment, consultative guidance, pipeline management, forecasting, plan design discussions, opportunity prioritization, and closing sales. The role partners with regional leadership and cross-functional teams, manages advisor relationships, applies MEDDPICC methodology, and achieves quotas and conversion KPIs.

Provides frontline service to employer and advisor clients by handling inbound inquiries, troubleshooting issues, coordinating cross-functional resolutions, managing expectations, documenting interactions, and ensuring timely follow-up. The role also supports client calls, communicates plan updates, escalates complex issues, and shares client insights with product teams. Strong customer service, organization, critical thinking, attention to detail, and proficiency with office software are required.

Own the strategy, roadmap, and execution of payroll integrations connecting Vestwell with third-party systems. Define APIs and data workflows, collaborate with engineering, QA, partners, and stakeholders, lead integration initiatives through the product lifecycle, and analyze usage and performance data to improve reliability, efficiency, data quality, and partner experience.

Lead relationships with state Auto-IRA program clients, serving as the primary contact and ensuring successful program administration. Develop success plans, manage escalations, coordinate cross-functional delivery, monitor client objectives and satisfaction, and support product launches and ongoing operations. The role requires strong communication, organization, strategic problem-solving, financial services or government knowledge, and the ability to work with executive stakeholders. It also assists Sales and Operations with RFP responses and maintains expertise in retirement products and compliance requirements.

Owns go-to-market sales acceleration through executive reporting, sales campaign management, ROI and sales-cycle analysis, commission and quota workflows, funnel automation, and scalable dashboards. Partners with GTM and FP&A teams to improve distribution efficiency, guide investments, and drive revenue growth. The role is hybrid and based in New York City.

Processes retirement-plan distributions and loans accurately while complying with procedures and regulatory requirements. Manages high-volume, time-sensitive participant requests, conducts outbound verification calls, gathers documentation by email, and records interactions in Jira and related systems. Collaborates with teammates to improve workflows, maintain quality, and support participant satisfaction. The role requires strong organization, communication, adaptability, and willingness to learn retirement-services processes.

Process and monitor custody operations, including incoming cash, wires, checks, trade settlement, plan corrections, cash and share reconciliations, and record keeping. Investigate discrepancies, support internal teams, oversee action items, maintain operating procedures, audit plan administration, and monitor project deliverables. The role requires strong numerical, analytical, organizational, communication, and Excel skills, with collaboration across internal stakeholders and sub-custodians.

Supports retirement plan conversions and deconversions by coordinating asset transfers, trade settlements, wires, timelines, stakeholders, and client data. Reviews cash and in-kind transfers, resolves operational issues, maintains procedures, monitors action items, and recommends process improvements. The role requires strong numerical aptitude, reconciliation knowledge, organization, client communication, advanced Excel skills, and collaboration across implementation, investment, record-keeping, and custody teams.

Build and update React and TypeScript user interfaces for a 401(k) platform, write unit tests, collaborate with Product, Design, and Engineering, work from Jira tickets, submit pull requests, respond to code reviews, and learn production software development through mentorship. The role involves incrementally taking on independent work while following established coding standards, component libraries, design systems, and Git workflows.

The Business Development Associate will drive lead generation, manage a sales pipeline, and convert leads into sales for retirement solutions, mainly through collaboration with financial advisors.

Lead and grow an AI engineering organization to design, build, and operate production-grade AI services. Define architecture, drive execution, implement RAG, agents, and orchestration, ensure reliability, observability, and CI/CD, and partner with Product, Data, Security, and business stakeholders while recruiting and mentoring engineers.

Serve as primary client contact for advisors and plan sponsors: answer inbound calls and emails, resolve administration issues, create and track tickets, host webinars, collaborate cross-functionally, share product feedback, and meet service level requirements to ensure client satisfaction.

Manage and retain top employer clients and pooled plans, handle inbound inquiries and change orders, conduct proactive outreach and client reviews, collaborate cross-functionally, create processes and playbooks, provide coverage to other service teams, document interactions, and escalate compliance or legal issues as needed.

Support the VP of National Sales by building scalable dashboards and executive reporting, conducting ROI and sales-cycle analyses, managing discount budgets and commission workflows, and drafting strategic planning materials to scale the go-to-market model and identify growth opportunities.