{"id":3487011,"url":"https://alion.io/job/vestwell-workforce-manager-employer-services","title":"Workforce Manager, Employer 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":"2026-11-12T10:38:37Z"}},"role":"HR","role_family":"HR","seniority":"senior","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","King of Prussia, United States","Scottsdale, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":80000,"max":95000,"currency":"USD","period":"year","gross":null,"usd_annual":95000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-29T19:25:33Z","employer_posted_date":"2026-10-29","last_verified_at":"2026-11-12T16:48:31Z","board_verified":true,"closed_at":null,"days_open":13,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":13},"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?\n\n We're growing our Employer Service team and adding a Workforce Manager to own how we forecast, staff, schedule, and manage in real time. Our team supports 401(k) plan sponsors, payroll administrators, and partners across phone, email, and case queues. The ideal candidate is an analytical, detail-oriented planner who can balance service levels, staff utilization, and employee experience, and who understands the seasonal rhythms of the retirement plan business.\nYou’re an analytical, detail-oriented planner who can balance service levels, staff utilization, and employee experience, and you understand the seasonal rhythms of the retirement plan business. You’ll partner closely with Employer Service leadership to make sure we have the right people, with the right skills, in the right place at the right time.\nWhat Will You Be Doing?\nDay-to-Day, You Will Be Expected To:\n Own Forecasting & Capacity Planning\nBuild and maintain short- and long-term forecasts for call, email, and case volume and handle time.\nModel staffing needs and hiring plans in partnership with leadership.\nAccount for 401(k) seasonality and event-driven spikes, such as plan onboarding waves, plan conversions, year-end, compliance testing, and Form 5500 season.\nUpdate forecasts as business drivers change, including new partner launches and product releases.\n Manage Scheduling & Real-Time Operations\nBuild schedules that meet service-level goals while balancing training, QA, coaching, and time-off needs.\nMonitor queues intraday and adjust staffing, breaks, and work assignments to protect service levels and case SLAs.\nManage skill-based routing and queue prioritization across phone, email, and case work.\nCoordinate time-off, overtime, and shrinkage planning.\n Drive Reporting & Insights\nOwn WFM reporting, including service level, ASA, abandon rate, occupancy, adherence, shrinkage, and case backlog and aging.\nPresent trends and staffing recommendations to leadership.\nMeasure forecast accuracy against [target, e.g., X% at the interval or weekly level], and continuously refine models.\n Optimize Tools & Processes\nAdminister WFM and case management tools.\nDocument WFM policies and procedures, including adherence and time-off standards.\nIdentify automation and process opportunities that reduce manual work and improve efficiency.\nUphold strict confidentiality and data-protection standards when working with plan sponsor and participant data.\nRequirements\nThe Necessities\n5+ years of Experience in workforce management, forecasting, or capacity planning in a contact center or service environment\nExperience supporting multichannel queues (phone, email, case/ticket)\nStrong analytical skills; advanced Excel and hands-on experience with WFM tools and reporting.\nExcellent communication skills and ability to present data-driven recommendations to leadership\nAbility to manage multiple priorities in a fast-paced environment\nKnowledge of 401(k) or retirement plan services is a plus\nA commitment to service excellence and continuous improvement\nThe Extras\nKnowledge of 401(k) or retirement plan services\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 $80K - $95K 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":6311,"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":["Financial Services","Wealth Management & Financial Advisors","Financial Software & Embedded Finance","Nonprofits & Foundations"],"lifecycle":[{"event":"open","at":"2026-10-29T22:01:20Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"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":"2026-11-12T07:36:15+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":78,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.863,"p_room":0.9,"age_days":13,"expected_fill_days":35,"reasons":["conf:0","velocity","win:mid"],"computed_at":"2026-11-12T10:38:37Z"},"pay":{"stated_usd_annual":95000,"is_top_pay":false},"html_url":"https://alion.io/job/vestwell-workforce-manager-employer-services","json_url":"https://alion.io/job/vestwell-workforce-manager-employer-services.json","meta":{"generated_at":"2026-11-12T17:01:08Z","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":35720,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"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-workforce-manager-employer-services"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"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-workforce-manager-employer-services"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"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-workforce-manager-employer-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-workforce-manager-employer-services\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fvestwell-workforce-manager-employer-services"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3487011}},{"tool":"search_jobs","arguments":{"company":"vestwell.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3487011},"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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