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Workplace Solutions Manager
Company | Vestwell |
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Location | New York, NY, USA |
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Salary | $105000 – $110000 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Senior, Expert or higher |
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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.