Senior Associate, Implementations
Core
Senior Associate managing the end-to-end onboarding of Plan Sponsors and Financial Advisors to Vestwell's retirement and savings platform.
Role type
Senior Associate, Implementations & Onboarding
Builds
Vestwell's platform for retirement, education, and healthcare savings
Domain
Financial Technology / Retirement Plan Administration
Deliverable
client delivery
Required skills
project management, client servicing, plan administration, non-discrimination testing, plan design, conversion processing, cross-functional collaboration
Preferred skills
ERISA rules knowledge, compliance/recordkeeping systems experience, QKA credential, PMP certification
Technologies
Jira, Zendesk, Asana, Google Workspace, SunGard Relius, ASC, FIS
Responsibilities
Manage onboarding from point of sale to successful platform transition; coordinate with advisors, sponsors, and recordkeepers on timelines and action items; communicate project status to stakeholders; provide support to ensure service level agreements are met.
Seniority
Senior, hands-on IC