Senior Associate – Implementations
| Company | Vestwell |
|---|---|
| Location | King of Prussia, PA, USA, Austin, TX, USA, New York, NY, USA |
| Salary | $70000 – $80000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- 2-4 years of experience in 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.
- 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.
- Willingness to learn retirement plan design and plan conversion processes from point of sales to release of conversion data.
Responsibilities
- Primary internal client advocate representing plan sponsor and advisor contacts
- Managing all aspects of the onboarding process from point of sale through 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 can deliver against expected service level agreements.
Preferred Qualifications
- General knowledge of ERISA rules and requirements, and experience with one or more compliance / recordkeeping systems (e.g. SunGard Relius, ASC, FIS)
- Qualified 401(k) Administrator (QKA) or higher ASPPA credential
- PMP or similar project management certifications