{"id":986640,"url":"https://alion.io/job/vestwell-associate-retirement-plan-services","title":"Associate, Retirement Plan Services","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":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States","Austin, United States","Scottsdale, United States","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":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Asana","optional":false},{"name":"Google Workspace","optional":false},{"name":"Jira","optional":false}],"status":"live","first_seen_at":"2026-09-16T23:00:08Z","employer_posted_date":"2026-09-16","last_verified_at":"2026-11-04T23:19:26Z","board_verified":true,"closed_at":null,"days_open":49,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":49},"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?\nWe are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as an Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests.\nOur Associates support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams.\nWhat Will You Be Doing?\nAssisting clients with complex plan issues such as eligibility, vesting, amendments, mergers & acquisitions, deconversions, year-end testing, and audits\nEffectively gathers and analyzes information while using reason and good judgment to articulate client requests through detailed scoping.\nWorking closely with internal plan design and plan document subject matter experts to research, assess, and complete client plan design requests.\nCreate processes, playbooks, and resources to streamline across processes/operations and support team expansion\nPosting interaction within our tooling to document updates to client accounts\nConducts post mortems and identifies opportunities for improvement in processes and procedures, and works with management and products teams to implement improvements\nAbility to handle client/advisor escalations smoothly and bring in cross-functional teams as needed for quick resolutions\nAdhering to client facing and internal service level requirements\nMeeting quality control expectations through the monitoring of contact resolution\nAdhering to prioritization requirements, to meet company goals for servicing responsiveness.\nProvide consulting services to sponsor and advisors as needed\nEnsuring client retention and maintenance\nConducting appropriate and timely follow-up to ensure the highest level of employer service\nRequirements\nCollege degree and/or equivalent customer service experience\n1-3 years of retirement industry experience, preferred.\nYou're flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.\nStrong communication, critical thinking, and organization skills.\nProven ability to think analytically & operate independently within set deadlines\nProfessional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices \nTeam mentality and the ability to multitask while attending to a high volume of incoming inquiries\nNice to have: retirement certifications (i.e. QKA)\nThis 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.\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":6317,"description_truncated":false,"requirements":{"experience_years_min":1,"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":"2026-09-17T00:05:05Z"}],"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":27,"band":"fade","label":"Fading","p_open":1,"p_active":0.605,"p_room":0.44,"age_days":48,"expected_fill_days":35,"reasons":["conf:2","win:tail","crowd:junior"],"computed_at":"2026-11-04T06:34:25Z"},"pay":{"stated_usd_annual":70000,"is_top_pay":true},"html_url":"https://alion.io/job/vestwell-associate-retirement-plan-services","json_url":"https://alion.io/job/vestwell-associate-retirement-plan-services.json","meta":{"generated_at":"2026-11-05T00:09:05Z","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":117,"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-retirement-plan-services"},{"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-retirement-plan-services"},{"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-retirement-plan-services"},{"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-retirement-plan-services\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fvestwell-associate-retirement-plan-services"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":986640}},{"tool":"search_jobs","arguments":{"company":"vestwell.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":986640},"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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