{"id":2462493,"url":"https://alion.io/job/vestwell-director-relationship-management-able","title":"Director, Relationship Management - ABLE","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":79,"open_postings":7,"ghost_share":0,"stale_share":0.857,"repost_share":0,"time_to_fill_p50_days":32,"computed_at":"2026-10-24T06:02:35Z"}},"role":"Finance","role_family":"Finance","seniority":"head","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"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":150000,"max":165000,"currency":"USD","period":"year","gross":null,"usd_annual":165000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-13T14:32:40Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-24T06:00:23Z","board_verified":true,"closed_at":null,"days_open":10,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":10},"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?\nThe Director, Relationship Management will join the growing Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings. You will serve as a senior relationship manager on the ABLE team and will provide primary support for ABLE team operations and service.\nWhat Will You Be Doing?\nServicing individual ABLE state clients and overseeing core aspects of the team’s project management, client interaction, service, and satisfaction. You will also be responsible for reviewing, auditing, and updating team processes to ensure efficiency and quality, and will provide primary support to the SVP of ABLE Programs on all matters of ABLE program administration. \nDay-to-Day, You May Be Expected To:\nState Client Engagement:\nRelationship management and existing state client engagement\nServe as the primary day-to-day point of contact for state directors (and staff) of ABLE investment programs nationwide, servicing general program administration, giving updates, intaking project requests, resolving issues, and more\nParticipating in regular weekly / bi-weekly client meetings throughout launch/conversion/ongoing Plan administration\nPreparing materials, presentations, project trackers, and other work documents for state clients\nPresenting at board meetings or other public meetings (in-person and remotely)\nGathering data and answering program-specific questions for clients\nHandling escalations of customer service issues with support from Vestwell service teams; reporting resolutions to clients\nWorking with other cross-functional Vestwell teams (including product, engineering, legal, marketing) to triage client requests to the appropriate people and ensure accurate, efficient resolution \nEngaging with new/potential state client partners\nTracking and reporting on state activity and new program opportunities\nMaintaining relationships with Treasurers’ / State Government staff and continuing to serve as a subject matter expert\nProject Management / Processes\nImplementing project management systems and processes across the entire ABLE Relationship Management team\nWorking with VGS operations and client services teams to ensure efficient processes and QC oversight for all ABLE administration\nOversee project management by other team members\nTracking client projects from intake to completion, in a timely manner\nClearly communicating project status and timelines to clients\nEnsure client satisfaction with project tracking and completion \nProgram Materials, Communications, and Documentation\nReview (and, as needed, draft) public-facing Program documents, including Program forms, marketing collateral, emails, website copy, etc. \nEnsure accuracy and all public-facing ABLE program materials\nWork with the internal team and subservice organizations or partners on all aspects of ABLE program design and implementation\nPublic Engagement/Industry Efforts:\nPresent at or attend conferences, public meetings, and public events to represent Vestwell and its ABLE programs\nServe on ABLE industry committees and working groups (e.g., within the ABLE Savings Plans Network, under the National Association of State Treasurers)\nAssist with the development of materials/content for Vestwell leadership team\nDevelop relationships and engage with other partner organizations and stakeholders within the ABLE and disability advocate communities\n\nRequirements\nThe Necessities\n5-8+ years of related experience - specifically in client service, project management, and process implementation\nStrong command of your preferred project management tracking system; accomplished at tracking and executing on multiple projects at once \nExceptional attention to technical detail\nAccomplished written communication and public speaking skills\nDemonstrated leadership and management experience\nAbility to travel as needed\nAbility to start by end of 2026\nThe Extras\nPersonal or professional experience working in disability advocacy or with people with disabilities\nOutgoing personality and a love of socializing/working with institutional clients\nUnderstanding of ABLE Accounts\nExperience in financial services\nExperience with state savings programs\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. For exceptional candidates with 5+ years of specific experience, we're open to hiring this role fully remote.\nThe expected base salary range for this position is $150K - $165K 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":7496,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"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":"2026-10-13T17:42:17Z"}],"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":"2026-10-15T11:24:14+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":84,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.84,"p_room":1,"age_days":10,"expected_fill_days":32,"reasons":["conf:0","win:early"],"computed_at":"2026-10-24T06:02:35Z"},"pay":{"stated_usd_annual":165000,"is_top_pay":false},"html_url":"https://alion.io/job/vestwell-director-relationship-management-able","json_url":"https://alion.io/job/vestwell-director-relationship-management-able.json","meta":{"generated_at":"2026-10-24T06:51:08Z","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":10131,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"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-director-relationship-management-able"},{"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-director-relationship-management-able"},{"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-director-relationship-management-able"},{"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-director-relationship-management-able\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fvestwell-director-relationship-management-able"}]}