Implementations Manager

Join Vestwell as an Implementations Manager, where you will serve as the primary liaison for Plan Sponsors and Financial Advisors during the onboarding process. You will manage all aspects of the onboarding process, collaborate cross-functionally with internal stakeholders, and provide subject matter expertise on plan design and training. This role offers competitive health coverage, generous vacation and leave policies, a strong focus on learning and development, a hybrid work environment, and a great 401(k) plan.

• Manage all aspects of the onboarding process for new plans, coordinating with financial advisors, plan sponsors, and other stakeholders.
• Collaborate cross-functionally with internal teams to enhance the onboarding experience and ensure compliance with service level agreements.
• Serve as the primary internal client advocate, providing subject matter expertise on plan design and training for Plan Sponsors.
• 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!
• 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
• 2-4 years of experience in Retirement 401(k) onboarding implementations, in addition to project management and leading team initiatives end to end; you're flexible, creative, team-oriented, results-driven, and can effectively collaborate with both internal and external stakeholders
• Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data
• 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
• Qualified 401(k) Administrator (QKA) or higher ASPPA credential
• General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS)
• PMP or similar project management certifications