Implementations Relationship Manager

Description:

We are growing and looking for experienced Implementations Relationship Managers to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform. While we're not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we'd be delighted to connect with you!

What Will You Be Doing?
 

• Managing all aspects of the onboarding process and successful transition of new plans to our platform
• Coordinating with Financial Advisors, Plan Sponsors, prior recordkeepers, and/or Third Party Administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall project status to both external and internal stakeholders
• Collaborating cross-functionally to provide support where needed and ensure the team is able to deliver against expected Service Level Agreements
• Providing oversight in the creation and maintenance of the team/department's knowledge base
• Mentoring and supporting junior members of the team
   

Requirements

The Necessities
 

• 5+ years of subject matter knowledge of retirement plan design and plan conversion processes from point of sale to release of conversion data
• Experience in project management and leading team initiatives end to end; you're flexible, creative, team-oriented, results-driven, and have the ability to effectively collaborate with both internal and external stakeholders
• Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices -- bonus points for deployment/build experience
• Demonstrated aptitude for learning, creating, and iterating rapidly