Director, Relationship Management - ABLE
Core
Senior relationship manager leading operations and service for state ABLE (Achieving a Better Life Experience) programs, serving as the primary point of contact for state directors and staff.
Role type
Senior IC relationship manager (government savings/ABLE programs)
Builds
ABLE program administration and client service operations for state governments
Domain
Financial services + Government savings (ABLE accounts)
Deliverable
client delivery
Required skills
client service, project management, process implementation, public speaking, written communication, leadership, data gathering, issue resolution, cross-functional collaboration
Preferred skills
disability advocacy experience, ABLE Accounts knowledge, state savings programs experience, financial services experience
Technologies
project management tracking systems
Responsibilities
Serve as primary day-to-day point of contact for state ABLE program directors; manage client meetings, project requests, and escalations; implement and oversee project management processes and quality control; review and draft public-facing program documents; represent Vestwell at conferences and industry committees; track state activity and new program opportunities.
Seniority
Senior, hands-on IC with management responsibilities