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Senior Implementations Onboarding Associate

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Fin Capital

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Location:
United States , New York ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

70000.00 - 80000.00 USD / Year
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Job Description:

Serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform. Manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors.

Job Responsibility:

  • 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

Requirements:

  • 2-4 years of experience in project management and leading team initiatives end to end
  • Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace)
  • 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

Nice to have:

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

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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