{"id":453609,"url":"https://alion.io/job/vestwell-associate-conversions","title":"Associate, Conversions","company":{"id":174620,"name":"Vestwell","domain":"vestwell.com","url":"https://alion.io/company/vestwell","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":81,"open_postings":8,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":35,"computed_at":"2026-11-04T06:34:25Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["King of Prussia, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":60000,"max":70000,"currency":"USD","period":"year","gross":null,"usd_annual":70000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Google Workspace","optional":false},{"name":"Jira","optional":false},{"name":"Slack","optional":false}],"status":"live","first_seen_at":"2026-09-04T21:49:54Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-11-04T23:19:26Z","board_verified":true,"closed_at":null,"days_open":61,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":61},"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. \nVestwell 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.\nVestwell'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\nWho Are We Looking For?\nVestwell is growing and looking for a Conversion Associate! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to Vestwell’s platform. In this position, you will have the opportunity to manage projects, collaborate cross- functionally with internal stakeholders to enhance our onboarding experience, and provide exceptional service to plan sponsors.\nWhat Will You Be Doing?\nReview and record cash and in-kind asset transfers in the trust accounting system\nWork with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs\nManage all operational aspects of the installation process, including coordinating with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the Vestwell platform\nAbility to work on the deconversion process, including coordinating with receiving record keepers, to liquidate and transfer plan assets from Vestwell’s platform\nCoordinate with financial advisors, plan sponsors, prior record keepers, sub-custodians, and/or third-party administrators to determine onboarding or conversion timelines, action items with delivery dates for all parties, and communicate overall project status to all interested parties\nOversee and help ensure other team member action items are completed\nMonitor all outstanding conversion wires, ensuring they are prioritized and brought to completion in a timeline manner\nUpdate, maintain, and review client data within CRM systems\nEnsure collaboration with all internal teams to meet expected timelines\nSupport the creation and maintenance of written operating procedures related to assigned functions\nResearch and resolve any issues that arise in the course of these processes\nProvide operational assistance for strategic projects and initiatives\nDemonstrate leadership abilities and strong interpersonal skills\nDrive to engage team members through training and collaboration \nRecommend ideas to facilitate process improvement for the Implementations team\nRequirements\nThe Necessities\nUndergraduate or graduate degree in Finance or Accounting with a strong academic performance record\nPossess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliation\nDemonstrate an affinity for learning, creating, and iterating rapidly\nProactive and analytical, able to problem-solve and propose solutions\nDemonstrate a high degree of organization and dependability\nAbility to prioritize tasks and manage client expectations\nAbility to use Excel at a high level\nThe Extras\nExperience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira\nPossess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle\nGeneral knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS)\nQualified 401(k) Administrator (QKA) or higher ASPPA credentials\nRelevant record-keeper experience\nThis role will be based in Vestwell’s King of Prussia office, and will be expected to report to the office in a hybrid schedule.\nThe expected base salary range for this position is $60K - $70K 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.\nFull-Time Employee Benefits\n 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.\nInterview Process\nOur 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.\nFor your awareness you will only receive correspondence from  any other domain not ending in vestwell.com is not our Recruitment team.\nVestwell’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.","description_format":"text","description_chars":6301,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Hybrid work","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-09-06T09:12:00Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 4 · green card filings: 2","filings_12m":4,"filings_prev_12m":4,"green_card_filings_12m":2,"median_offered_wage_usd":124167,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":20,"band":"cold","label":"Long shot","p_open":1,"p_active":0.548,"p_room":0.36,"age_days":60,"expected_fill_days":35,"reasons":["conf:2","win:tail","crowd:"],"computed_at":"2026-11-04T06:34:25Z"},"pay":{"stated_usd_annual":70000,"is_top_pay":false},"html_url":"https://alion.io/job/vestwell-associate-conversions","json_url":"https://alion.io/job/vestwell-associate-conversions.json","meta":{"generated_at":"2026-11-05T00:08:51Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":107,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174620},"rest":"https://alion.io/mcp/rest/get_company?id=174620"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fvestwell-associate-conversions"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fvestwell-associate-conversions"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fvestwell-associate-conversions"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/vestwell-associate-conversions\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fvestwell-associate-conversions"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":453609}},{"tool":"search_jobs","arguments":{"company":"vestwell.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":453609},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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