Associate, Payroll Implementations

Payroll Implementation Associate Who Are We Looking For? Vestwell is expanding and we’re excited about growing our Operations team with entry‑level Payroll Implementation Associates who are passionate about our mission to change the retirement Fin‑Tech space. At a high level, we’re looking for someone who has insane levels of attention to detail and proven ability to juggle multiple priorities at once. You will be the key to payroll implementations automation & ensuring the initial experience with contribution processing is flawless while exercising independent judgment in configuring, testing, and resolving complex, client‑specific payroll integration scenarios that materially affect data accuracy and client onboarding success. We’re a startup… so a self‑starter mentality comes first and foremost. You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems by evaluating multiple implementation approaches and determining appropriate resolution paths within established operational, technical, and regulatory frameworks. What Will You Be Doing? A key component of Vestwell’s mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration. As a Payroll Implementation Associate, you will support Vestwell clients, through coordination with their payroll systems, to ensure their payroll implementation is frictionless. This will require discretion in how implementation standards are applied to varied payroll systems, client configurations, and fact‑specific onboarding scenarios. You will engage directly with clients, configure integrations for a high volume of clients simultaneously, and liaise with internal teams to test and ensure the integration is functioning as intended, including assessing readiness, identifying risk, and determining when issues require escalation or alternative solutions. This role regularly exercises independent judgment on matters of significance related to payroll implementations, integration accuracy, client onboarding outcomes, and data integrity. While operating within established technical, operational, and regulatory frameworks, the Payroll Implementation Associate independently analyzes client‑specific payroll configurations, evaluates multiple implementation approaches, identifies and resolves complex integration issues, and determines appropriate remediation and escalation paths based on risk, urgency, and business impact. Day‑to‑Day You May Also Be Expected To Be flexible, creative, team‑oriented, results‑driven, and can effectively collaborate with both internal and external stakeholders while exercising independent judgment on implementation priorities, sequencing, and issue resolution. Analyze existing integration implementation tasks across both payroll systems and Vestwell products to become the subject matter expert for payroll integration requiring independent analysis of system behavior, client configurations, and potential downstream impact. Collaborate with teams across the Vestwell organization to provide feedback on platform enhancements and procedural efficiencies informed by firsthand investigative work and recurring implementation challenges. Develop both internal & client‑facing knowledge bases; look for ways to continuously improve existing processes by identifying gaps, evaluating alternative approaches, and recommending improvements through appropriate channels. Maximize team efficiency through timely completion of tasks and projects, in addition to rapidly identifying, sorting, and assigning incoming work across platforms using discretion to assess urgency, complexity, and client impact rather than relying solely on predefined workflows. Manage the migration and deactivation of existing client integrations within Vestwell’s systems, ensuring a smooth transition through proactive communication and attention to detail including judgment in sequencing activities, mitigating risk, and coordinating stakeholders. Onboard and support new payroll integration partners, ensuring clear communication, effective collaboration, and strong relationship building to drive long‑term success while independently determining readiness, implementation approach, and issue resolution strategies. Requirements Experience working in a project management/implementation/operational role involving discretion in managing complex, multi‑variable workstreams. Excellent project management skills including independent prioritization and sequencing of tasks. Ability to manage multiple work streams and competing priorities while determining urgency and impact. Ability to work independently and with a team exercising judgment with minimal supervision. Effective communication with many different stakeholders including determining when and how to escalate issues based on assessed risk and impact. A tight operator who can see the big picture and evaluate downstream operational and client implications. Excellent client service capabilities informed by judgment in balancing client needs with operational constraints. Strong written/oral communication and organizational skills to document findings, explain recommendations, and drive resolutions. 1+ year relevant experience in Financial Services, Operations, or SaaS industries. Bachelor’s degree or equivalent combination of formal education and/or work experience with tools such as Excel used to analyze implementation data and support decision‑making. Experience with work management platforms (i.e. Asana, Slack, Zendesk, Jira and/or Salesforce). Extras Payroll system experience. Retirement industry experience including exposure to regulated operational environments or ERISA‑adjacent processes. Location & Work Arrangement This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in‑office operation. Compensation & Benefits The expected base salary range for this position is $60,000 - $72,000 base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Salary bands are based on NY and similar metro areas and may differ based on where the role is ultimately hired. Our Benefits Vestwell prioritizes employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. We also offer a competitive 401(k) plan. #J-18808-Ljbffr