Onboarding & Implementations Lead, 401(k)
Vestwell Holdings, Inc.
Vestwell Holdings, Inc. is seeking an experienced Implementations Manager to be the liaison between Plan Sponsors and Financial Advisors as they onboard to our platform. This role manages the onboarding process, collaborating with stakeholders to ensure a smooth transition. Preferred candidates will have project management experience in retirement 401(k) implementations and familiarity with operational tools like Jira and Asana. We offer a hybrid work environment and competitive salary, emphasizing employee wellbeing and development. #J-18808-Ljbffr Vestwell Holdings, Inc.
- Gusto is seeking an Implementation Specialist to oversee the onboarding experience for 401(k) plans. This role will manage a dedicated book of business, ensuring a seamless process from initiation to first contribution. Candidates should have 4+ years in a client-facing...ImplementationFull time
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- ...North America business and looking for a Lead Onboarding Specialist who not only owns the... ...journey from post-sale to successful implementation, elevating every step and ensuring a seamless... ...vacation (European-style time off) 401(k) with competitive support to help you...ImplementationFull timeRemote workFlexible hours
$100k - $140k
...workers/employees Experience implementing large-scale payroll process changes... ...and highly organized Payroll Lead to manage and oversee the... ...full payroll lifecycle, from onboarding new caregivers to ensuring... ...Eligibility to enroll in the 401(k) retirement plan begins after...ImplementationFull time- ...A leading technology firm in digital assets is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for institutional clients. This role involves managing the entire onboarding process, ensuring successful deployment of...Implementation
- ...Health Pivotal Health is the leading technology platform that... ...As Pivotal’s first dedicated Implementation Lead, you’ll have the unique... ...Engineering to design scalable onboarding processes that drive... ...Retirement savings plan through 401(k) Flexible time off Opportunities...ImplementationRemote workFlexible hours
$130k - $168k
Clearwater Analytics, Ltd is seeking a Sr. Subject Matter Expert for Implementations in New York. The role involves leading client onboarding processes and implementing trading systems for buy-side clients. Ideal candidates will have 8+ years in Financial Services, strong...Implementation- Castleisland is looking for a Client Onboarding Specialist to oversee technical implementations for institutional clients in New York. The role entails managing the end-to-end onboarding process, leading technical integrations with APIs, and collaborating with teams to...Implementation
- A leading software platform provider seeks an Implementation Specialist in New York to lead customer onboarding for their rental management system. The role involves teaching customers how to use the platform while documenting their workflows for efficient implementation...Implementation
- Extend Enterprises, Inc is looking for a Senior Implementation Analyst in New York to lead the onboarding and implementation of new bank partners. You will coordinate with various internal teams and external partners to ensure smooth transitions and successful implementations...Implementation
$101k - $162k
...York, NY seeks an experienced individual to manage the customer onboarding process from contract to graduation. This role involves... ...teams to resolve issues. The ideal candidate has 3+ years in implementation or customer success within the B2B SaaS space. With an OTE of...ImplementationContract work- Karbon is seeking an Implementation Team Lead to transform how accounting firms run their practices. You will be responsible for leading the onboarding team to ensure high-quality customer satisfaction and effective implementation of software solutions. The ideal candidate...Implementation
- Workwolf is seeking a Customer Activation Manager to lead the onboarding of new customers, ensuring a seamless experience from sign-up to graduation. You will oversee multiple implementations and drive a 90%+ activation rate by collaborating with various teams. The ideal...Implementation
- Genworth Financial, Inc. is seeking a Partnership Implementation Specialist to drive onboarding and implementation of partnership programs in New York, NY or Richmond, VA. This critical role ensures effective management of client processes, supports cross-functional teams...Implementation
- Independence Blue Cross seeks a Manager of Client Success to lead a dedicated team in providing exceptional client onboarding and implementation for major clients. The ideal candidate will have over 5 years of relevant experience, strong people management skills, and a...ImplementationWork at office3 days per week
$115k - $120k
Hypercore is seeking an Onboarding Manager to lead enterprise implementations of our loan management system. This role includes guiding customers through onboarding and ensuring precise management of loan operations throughout the lifecycle. Ideal candidates will possess...Implementation$90k - $110k
A leading technology company is seeking a Senior Implementation Specialist to guide customers through onboarding and implementation processes. This role involves project management, technical implementation, and change management for enterprise clients. The ideal candidate...ImplementationRemote job- DoorDash is seeking a Manager, Implementation in New York City to lead its North America-based implementation team. You will manage 3 Team Leads and... ...Implementation Partners, ensuring quality and efficiency in onboarding new clients in the restaurant technology space. The...Implementation
$89k - $95k
...financial services firm is seeking an Analyst / Associate CMS Implementation Manager based in New York. The role involves end-to-end... ...Cash Management Services, ensuring accurate setup and smooth onboarding for clients. Candidates should have 2-5 years of experience in...Implementation- A dynamic software company is looking for a Website Implementation/Onboarding Specialist to manage the full lifecycle of website launches for new clients. This remote role requires at least 2-4 years of experience in website development and SEO. Responsibilities include...ImplementationRemote job
$140k - $160k
Versana LLC. in New York is looking for a Senior Implementation Analyst to enhance the onboarding of clients within the syndicated loan market. The candidate should have 7+ years of experience in software project implementation, specifically in financial services, along...Implementation- Ramp is seeking an Implementation Manager based in New York, NY to enhance customer onboarding and implementation processes. In this strategic role, you will ensure effective onboarding for new clients and drive revenue by streamlining the implementation process. Ideal...ImplementationFlexible hours
- Vestwell is seeking a Senior Implementations Onboarding Associate to manage onboarding projects for plan sponsors and financial advisors. This hybrid role, based in Scottsdale or other locations, requires strong project management skills and collaboration across teams....Implementation
$120k - $150k
A high-growth tech startup in New York is seeking an Implementation Manager to oversee customer onboarding processes. You will lead onboarding from kickoff to go-live, ensuring clients achieve initial value promptly. The ideal candidate has over 3 years of experience in...ImplementationRelocation package$143k - $214k
OKX is looking for a Senior Compliance & Client Implementation Manager to support institutional growth in the United States. The role focuses on compliance oversight for institutional onboarding and customer due diligence, ensuring adherence to U.S. AML and sanctions regulations...Implementation- Dutchie, a leading cannabis technology platform, is seeking an Implementation Strategist to facilitate customer onboarding and product success. You will provide essential training and guidance to new clients while managing project timelines and utilizing Salesforce for...Implementation
$115k - $120k
Hypercore, a leading fintech company in New York, is seeking an Onboarding Manager to manage enterprise implementations of their loan management system. This role focuses on guiding clients from contract signature through go-live, ensuring they derive maximum value from...ImplementationContract work- SupportFinity™ is hiring an Employer Implementation & Onboarding Manager located in Boston, Massachusetts. This hybrid role orchestrates partner onboarding and program launches, ensuring timely execution through cross-functional team collaboration. The ideal candidate will...Implementation
- A leading insurance partner is seeking a Senior Partner Onboarding Manager to manage new client implementations of their insurance platform. The ideal candidate will have over 6 years of experience in a program management role, with a strong focus on client relationship...ImplementationRemote job
$150k - $235k
...Integrations Engineering Integrations Lead New York, NY, United States •... ...adoption and reduce implementation effort. Lead design and... ...CS to remove friction during onboarding and expansion. Maintain technical... ...dental, and vision coverage 401(k) plan Generous PTO and paid...ImplementationFull timeWork at office
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