Partner Success Associate
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
Vestwell'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
Who Are We Looking For?
Vestwell is expanding and we’re excited about adding a Partner Success Associate to our client-facing team who is passionate about our mission to close the savings gap in America. At a high level, we’re looking for someone who pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter. Ideally, you have spent at least 1-3 years in a client facing role.
What Will You Be Doing?
A key component of Vestwell’s mission to empower workplace savings is to make it easy and painless. Our team’s primary objective is to establish strong relationships with partners, positioning themselves as an integral part of their practice and a key contributor to their success in the retirement space. As a Partner Success Associate, you will play a pivotal role in supporting our team to reach this objective, understanding our partners' goals and driving repeat business. Our partners consist of individual investment advisors, Third Party Administrators (TPAs), National Accounts, Enterprise Partners, as well as PEOs.
Day-to-Day, You May Also Be Expected To:
- Partner with Partner Success Managers and their top partners to identify new opportunities for value creation.
- Manage a small book of business consisting of Partner relationships.
- Support the team in meeting our KPIs including repeat business by partners, NPS and Churn.
- Support Success Managers with the scheduling and preparations for Partner business reviews, covering plan status updates, and plan health checks.
- Partner with Success Managers and/or partners to conduct education meetings for plan participants.
- Support the creation and maintenance of a comprehensive wiki and knowledge-base for the team.
- Manage administrative requests from partners, as well as maintaining and updating records within our CRM.
- Answer the general inbound phone lines, channeling inquiries to the appropriate teams, and ensuring follow up completion.
- Work closely with product and other internal stakeholders on platform enhancements tied to new legislation, and ongoing quality control.
- Understand Vestwell's various reporting functionalities to research and provide clarity for Partners when needed.
Requirements
The Necessities
- 1 to 3 years experience in a client facing role.
- Strong commitment to delivering superior service.
- Ability to collaborate effectively across teams.
- Open to working in a fast-paced environment.
- Positive and proactive attitude.
- Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories, as we operate as a paperless office.
- Excellent attention to detail and accuracy.
The Extras
- Knowledge of retirement plans and financial products.
- ASPPA certifications or credentials.
- Spanish speaking.
This role will be based in either the New York City or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $55K - $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 New York and other similar metro areas and may differ based on where the role is ultimately hired.
Employee Benefits
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.
Interview Process
Our 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.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in vestwell.com is not our Recruitment team.
Vestwell’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.