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Workplace Solutions Manager

Workplace Solutions Manager

CompanyVestwell
LocationNew York, NY, USA
Salary$105000 – $110000
TypeFull-Time
Degrees
Experience LevelSenior, Expert or higher

Requirements

  • Proven experience in business operations, process optimization, or systems strategy, preferably in a leadership capacity.
  • Strong ability to translate complex business challenges into actionable operational and system improvements.
  • Demonstrated success in managing cross-functional initiatives and influencing senior stakeholders.
  • Proficiency in leveraging data to drive decision-making and prioritization.
  • Exceptional communication and documentation skills, with a strong attention to detail.
  • 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).
  • Experience in the retirement, financial services or employee benefit industries.

Responsibilities

  • Serve as a key liaison across business units (ex: sales, finance, service, compliance) to assess the operational impact of new products and opportunities.
  • Influence cross-functional decision-making by providing data-driven insights and recommendations.
  • Lead the development of scalable, efficient processes by analyzing business needs and translating them into actionable system and operational requirements.
  • Drive alignment between business objectives and technology solutions.
  • Help drive the managing and updating of a long-term solution roadmap, ensuring initiatives are effectively prioritized based on business impact, operational feasibility, and strategic goals.
  • Oversee the ongoing evaluation, analysis, and refinement of system requirements and business processes.
  • Ensure seamless implementation of updates while mitigating operational risks.
  • Establish and maintain best-in-class documentation standards for internal and external use.
  • Lead the formalization and communication of requirements, ensuring clarity and alignment across teams.
  • Leverage data analytics and reporting to identify inefficiencies, emerging trends, and areas for process optimization.
  • Provide actionable insights to drive efficiency, scalability, and business performance.

Preferred Qualifications

  • 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.