Senior Associate, Relationship Management (Auto-IRA)

Job Description

Job Description

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 790,000 businesses and more than 2.75 million active savers, with over $57 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 vestwell.com

Who Are We Looking For?

Vestwell Government Savings (VGS) – a subsidiary of Vestwell Holdings Inc. – serves as the trusted administrator for over 30 programs and counting. We provide support and services for 529 education savings, ABLE disability savings and state auto-IRA programs by employing innovative technology and a dedicated team focused solely on our clients' needs.

State Auto-IRA programs have been expanding across the country as a way to increase access to retirement savings accounts for millions of private-sector workers. Vestwell currently supports 15 different state programs and we're excited about bringing onboard a Relationship Management Associate to work with the Government Savings Relationship Management team to help service our clients. The ideal candidate will be someone who is client-focused, has great communication, organization and problem solving skills and a proven ability to juggle multiple priorities at once.

What Will You Be Doing?

As an Senior Associate, Relationship Management - Auto-IRA, you will operate as a strategic, independent contributor responsible for supporting the Relationship Management team in delivering value to Vestwell Government Savings clients. This role requires sound judgment, problem-solving skills, and the ability to manage escalated client issues while ensuring alignment with business objectives. You will partner cross-functionally and act as a trusted point of contact for both internal stakeholders and clients.

Your responsibilities will include, but are not limited to:

• Develop project plans, monitor progress, and participate in status meetings, while collaborating with the Relationship Management team to execute. 
• Use independent discretion and good judgment to handle complaints, troubleshoot problems, and implement solutions independently. 
• Partner cross-functionally with Middle Office, Operations, Product, Finance, Legal, and Compliance teams to implement strategies and tactics designed to achieve client objectives.
• Communicate effectively across teams and with clients via written communication, phone, videoconference, and occasionally in person.
• Assist in meeting all client reporting requirements, ensuring accurate and timely delivery.
• Exercises discretion to gather, analyze, and evaluate information to solve client problems using reasoned judgment and expertise.
• Own the response to escalated client issues, independently assessing situations, orchestrating internal resources, and resolving concerns with urgency and professionalism.
• Act as a proactive collaborator within the Relationship Management team and across departments, supporting seamless client experiences.
• Understanding the applicability of regulatory requirements to resolve governance issues and support client success.
• Exercise independent judgment in recommending solutions and improvements to processes, workflows, and client engagement strategies.
• Maintain clear and accurate documentation of communications, project status, and issue resolution for accountability and audit readiness.

Requirements

The Necessities:

• Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
• 1-3 years of experience including client service and retirement related.
• Strong time management skills to ensure the timeliness of all proactive and reactive communications
• Strong commitment to superior customer service
• Positive and proactive attitude
• Critical problem solving skills
• Strong organizational, analytical and prioritization skills
• Excellent written and verbal communication skills.

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. 

The expected base salary range for this position is $70K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Employee Benefits
We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize 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. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from View email address on ziprecruiter.com any other domain not ending in vestwell.com is not our Recruitment team.

Vestwell's  Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:  Vestwell's California Privacy Rights Policy.