Vestwell - Finance, Hybrid work

Join Vestwell's finance team in New York as an Associate, Strategic Finance. This high-impact role involves financial modeling, budgeting, and analysis to guide corporate strategy and executive decision-making. The ideal candidate has 2-3+ years of experience, preferably from investment banking, ...

Drive client success and platform adoption at Vestwell as a Platform Engagement Associate. You'll analyze user data, identify engagement gaps, and implement strategies to boost retirement plan participation. This hybrid role requires 2-4 years in client engagement or SaaS, with expertise in data-...

Join Vestwell's Operations team as a Payroll Associate in a hybrid role across key US cities. You'll ensure platform efficiency, resolve complex operational issues, and support retirement compliance. The role requires strong Excel skills, analytical prowess, and experience in Financial Services o...

Lead a client service team in the fintech/retirement sector. Mentor a sub-team while directly managing key 401(k) plan sponsor relationships. This hybrid role requires leadership experience, superb client skills, and industry knowledge. Enjoy competitive benefits in select US cities.

Join Vestwell's Finance team as a Senior Billing Specialist in New York or King of Prussia. You will manage end-to-end billing operations, ensure accuracy in statements and payments, and serve as a key contact for external partners. This hybrid role requires 3-5 years of finance experience, Excel...

Join Vestwell's mission to revolutionize retirement FinTech as a Senior Enterprise Account Manager. Lead a team supporting 401(k)/403(b) plan administration for enterprise partners, advisors, and sponsors. This hybrid role requires 3-5 years of DC experience and offers competitive benefits. Oppor...

Join Vestwell as a Senior Implementations Onboarding Associate. You will be the primary liaison for Plan Sponsors and Advisors, managing the full onboarding lifecycle from sale to platform transition. This hybrid role requires 2-4 years of project management experience and offers competitive bene...

Join Vestwell's Finance team as a Senior Billing Associate in New York or King of Prussia. You will manage end-to-end billing operations, ensure accuracy in statements and payments, and serve as a key contact for external partners. This hybrid role requires 3-5 years of billing experience, Excel ...