Director, Relationship Management
Core
Lead relationships with state government partners to ensure successful delivery and adoption of Vestwell's State Auto-IRA retirement savings platform.
Role type
Senior Relationship Manager (Government/Public Sector)
Builds
State Auto-IRA program administration and client success plans
Domain
Financial Technology / Public Sector Retirement Savings
Deliverable
client delivery
Required skills
Client relationship management, strategic problem-solving, cross-functional collaboration, government services understanding, financial industry knowledge, escalation management, success plan execution, data analysis, presentation skills
Preferred skills
Project management, client onboarding, state program administration knowledge, RFP response support
Technologies
Office suite (Excel, PowerPoint)
Responsibilities
Serve as primary point of contact for state partners on Auto-IRA programs; conduct regular client meetings to identify risks and ensure solution delivery; collaborate with Product, Engineering, and Legal teams on program launches and SLAs; design and execute success plans to optimize client adoption; assist Sales/Operations with RFP responses for new state opportunities.
Seniority
Senior, hands-on IC