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Director, Enterprise Relationship Management

United States, New York 120000.00 - 135000.00 USD / Year · Job Posted February 17, 2026
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Job Description

Vestwell is expanding and we’re excited to onboard a Director of Enterprise Relationship Management to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-focused, pays attention to detail, has great communication and problem solving skills, can successfully juggle multiple priorities at once, and is a confident self-starter. Vestwell’s Enterprise Relationship Management team plays a key role in supporting Sales in securing new partnerships, driving ongoing partnership revenue growth, and ensuring continued partnership success and retention throughout the partnership lifecycle. You will support new and existing partners from implementation to custom product development and ongoing support. This role requires ownership and accountability for relationship management and program/project management.

Job Responsibility

  • Own the success of the strategic partnerships in your remit, from both the revenue generation and retention perspectives
  • Follow up with all enterprise partners and national accounts to confirm they are satisfying and exceeding all plan and revenue commitments
  • Make sure Vestwell is prominently featured on partner websites, onboarding workflows, webinars, events, and marketing collateral
  • Diligently and proactively contact all accounts to identify and implement ways to expand our business relationship and revenue opportunities
  • Cross-functionally collaborate to ensure partners are efficiently and effectively onboarded within Vestwell
  • Collaborate with the team to ensure implementation and ongoing partnership strategies are optimized
  • Support the timely and successful delivery of our solutions according to our partners’ needs and objectives
  • Drive program management efforts with enterprise and strategic partners
  • Coordinate across multiple internal teams to ensure compliance with enterprise partner Service Level Agreements
  • Collaborate cross functionally with sales, operations, product, marketing, legal & compliance, and other teams
  • Drive business requirements, scope, and resource alignment for partner specific initiatives
  • Own successful delivery of partner specific initiatives

Requirements

  • 7+ years experience in client-facing Retirement, Wealth Management, Client Success, roles at a Financial Services SaaS company
  • Self starter requiring minimal direction, with a “get it done” mindset
  • Strong critical thinker, able to prioritize and problem solve effectively
  • Excellent project management and organizational skills
  • Excellent written and verbal communication skills
  • An entrepreneurial spirit that allows you to be nimble and adapt to changing company needs, pivoting into new initiatives with ease
  • Strategic and outside of the box thinker
  • Proven success working with senior management, both internally and externally
  • Strong 401(k) industry experience

Nice to have

  • Proficiency in Asana, Excel, Powerpoint, as well as Google Workspace equivalents
  • Ability to identify and implement solutions for process improvement
  • Ability to work independently and manage workload to achieve desired goals

What we offer

  • Performance based bonus
  • New hire equity in the Company
  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan

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