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?

The Program Management team exists to drive tactical efficiency while always keeping the big picture in mind. Members of the Program Management team are the connective tissue between the client-facing front end and the operational backend. We use data to identify the initiatives that will have the largest impacts, and manage our roadmap accordingly. We strive to ensure that Vestwell’s operational teams have the tools they need to provide an exceptional experience for partners and clients while working within optimized, repeatable processes that create scalable and predictable timelines. When we’re successful, it allows for proper expectation setting for our clients and reliable revenue recognition for the business.

What Will You Be Doing?

Partner with stakeholders across business units (ex: sales, finance, service, compliance) to analyze and document how new products and opportunities will impact operational processes and the systems involved.
Take that analysis and turn it into actionable requirements that can be handed over to the teams tasked with building and/or implementation.
Assist in the managing and updating of a long-term solution roadmap, and contributing to prioritization of the initiatives on the roadmap.
Evaluate, analyze, and communicate system requirements on a continuing basis, and maintain systems processes as updates are made.
Author and update internal and external documentation, and formally initiate and deliver requirements and documentation.
Leverage data and reporting to identify trends, inefficiencies, and prioritization.

Requirements

The Necessities

Strong written/oral communication and organization skills
Drive to lift up team members through collaboration, training, and coordination
Love of learning and growth, to continue to level-up technical and softer skills
Stakeholder Management: Collaborate with stakeholders to gather project requirements and provide teams with required input for implementation
Demonstrated abilities to balance own workload with team needs; as well as to speak up and work with managers to prioritize projects when needed
The ability to dig deep into the details of one product or process while keeping the big picture in mind
Continued growth in industry and regulatory knowledge, to support prioritization efforts (balancing efficiency with regulatory requirements)
Proficiency with process documentation and workflow mapping
Experience in the retirement, financial services or employee benefit industries

The Extras

Understanding of the retirement and employee benefit industry
Extensive knowledge of ERISA rules and requirements
Familiarity with contracting, agreements and DocuSign
Prior experience working in an agile or scrum framework

This role will be based in either the New York City, Austin, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $115K - $125K 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.

OUR 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.

OUR 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 recruiting@vestwell.com 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.

Senior Manager, Program Management