Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Conversions Specialist

BlueStar Retirement Services, Inc.
(Remote)

BlueStar Retirement Services, Inc. logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Rancho Cordova CA / Corona CA)

Nicholas Pension Consultants logo

Plan Administrator

BlueStar Retirement Services Inc.
(Remote)

BlueStar Retirement Services Inc. logo

Pension Plan Administrator

DeMars Pension Consulting Services, Inc.
(Overland Park KS / MO / NE / OK)

Trust Accounting/5500 Specialist

Sentinel Benefits & Financial Group
(Remote / Wakefield MA)

Sentinel Benefits & Financial Group logo

Pension Administrator

American Pension, LLC
(Berkeley Heights NJ)

American Pension, LLC logo

Plan Administration Manager

Southern Pension Services
(Remote / Tampa FL)

Southern Pension Services logo

Retirement Plan Administrator

Fulton Bank / Fulton Financial Advisors
(Remote)

Fulton Bank / Fulton Financial Advisors logo

Client Manager DB/DC

CMC Pension Professionals
(Remote / Glendale CA)

CMC Pension Professionals logo

Pension Administrator

Actuaries Unlimited, Inc.
(Remote / Los Angeles CA)

Actuaries Unlimited, Inc. logo

Retirement Operations Specialist

Fringe Benefit Group
(Remote)

Fringe Benefit Group logo

Retirement Plan Administrator

Retirement Solutions Specialists, LLC
(Remote)

Retirement Solutions Specialists, LLC logo

Member Services Supervisor

DC Retirement Board
(Remote / Washington DC)

DC Retirement Board logo

Retirement Plan Administrator

Prime Pensions Northwest, LLC
(Remote)

Prime Pensions Northwest, LLC logo

Retirement Plan Account Manager

Aegis Retirement Partners, LLC
(Remote / CT / MA / NH / RI)

Aegis Retirement Partners, LLC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Specialist, Implementation Operations

Vestwell

in Remote

Logo for Vestwell

WHO ARE WE?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place.  As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b).  We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future. 

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software.  Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.  

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.  

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals. 

WHY VESTWELL?

With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

WHO ARE WE LOOKING FOR?

We have a lot of exciting growth ahead of us and, in this case, that means hiring a Specialist, Implementation Operations to join our Retirement Services team. Your specific domain knowledge, especially around qualified retirement plans, coupled with a strong, strategic mindset are assets we want to leverage as we scale. Ideally, you have spent a few years gaining defined contribution experience including client services, plan administration and non-discrimination testing, plan design and/or end-to-end conversion processing for 401(k) and/or 403(b) plans.

If you haven’t…. then you’re a heck of a learner with a solid background working in an operational function at a high-growth tech startup. All things considered, you must have an unparalleled commitment to superior customer service, especially when dealing with ambiguity and generating creative solutions and approaches.

WHAT WILL YOU BE DOING?

Day-to-day you will be expected to:

  • Manage all aspects of the installation process and successful transition of new plans onto the Vestwell platform
  • Coordinate with financial advisors, plan sponsors, prior record keepers, and/or third party administrators to determine conversion timeline, action items with delivery dates for all parties, and communicate overall project status to all interested parties
  • Ensure collaboration with all internal teams to meet expected timelines
  • Conduct bulk plan conversions in coordination with our partners and clients
  • Support the creation and maintenance of the wiki and knowledge base

REQUIREMENTS

The Necessities

  • Strong written/oral communication and organization skills. Think articulate, concise, eloquent. You get the picture.
  • Ability to think on your feet to formulate a strategic response - instilling client confidence while considering efficiencies within a highly regulated space
  • Aptitude for learning, creating, and iterating rapidly
  • Proficiency in internal technical operations; e.g., client on-boarding processes, data collection and interpretation in Excel / other formats
  • Proven track record in project management 
  • Proven effectiveness at being flexible, creative, team oriented, results-driven and the ability to collaborate in cross functional teams

The Extras

  • Understanding of the entire retirement plan conversion process from point of sale to release of conversion data
  • General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)
  • Qualified 401(k) Administrator (QKA) or higher ASPPA credential

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

How to Apply

Apply Now


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2022 BenefitsLink.com, Inc.