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Senior Manager, Enterprise Account Management

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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:

100000.00 - 110000.00 USD / Year
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Job Description:

Vestwell is expanding and we’re excited about adding an Senior Enterprise Account Management to our Employer Platform Services team who is passionate about our mission to change the retirement FinTech space. A key component of Vestwell’s mission to empower retirement savings is to make the process of setting up and running a plan easy and painless. As an Senior Enterprise Account Management, you will play a key role in building a team who supports the sponsors, enterprise partners, and advisors in administering a plan effectively.

Job Responsibility:

  • Managing a team of coordinators, associates, leads, and account managers with a focus on establishing best practices
  • Work with the implementation and onboarding teams on workflows for a smooth transition of plans
  • Be responsible for the satisfaction of high-tiered relationships of enterprise partners, advisors, and sponsors
  • Responsible for running point on client escalations
  • Serve as a subject matter expert on the client's plans and administrative procedures
  • Ensure the team receives continuous training and development
  • Review, maintain, and improve administrative procedures, defining best practices
  • Identify, analyze, and assist in executing process improvements
  • Provide assistance to marketing and sales with the RFP process when requested
  • Manage client expectations
  • Manage day-to-day volume associated with incoming tickets and calls
  • Ensure collaboration with all internal parties while communicating to the clients
  • Attend scheduled client conference calls
  • Develop performance standards for team members and perform reviews
  • Prioritize, research and resolve client questions related to technology, plan operation, compliance and other matters
  • Research complex and sensitive service inquiries
  • Work collaboratively with the Product team on specific workflows and tooling enhancements
  • Evaluate and make recommendations on improvements to the streamline workflow
  • Create an environment of empowerment among the team members
  • Develop and maintain training resources for the team
  • Reporting on metrics, performance, and team capacity planning
  • Responsible for taking ownership of understanding the company’s strategic partnerships and differentiating workstreams
  • Backlog and blocked item grooming for team
  • Participates and oversees change management of Vestwell current/upcoming products, processes, relationships, and integrations
  • Drives key KPIs, engagement of clients, retention, and participation in retirement accounts
  • Develops servicing structure for workstreams
  • Drive integration of process improvement initiative into product roadmaps

Requirements:

  • 3-5 years defined contribution experience including Client Service, Plan Administration, Compliance, Plan Design, and/or Conversion experience for 401(k) and/or 403(b) plans.
  • Develop and maintain strong business partnership with financial advisors, Plan Sponsor, and vendors
  • Bachelor’s degree or equivalent work experience
  • Strong commitment to superior customer service
  • Positive and proactive attitude
  • Proficiency is required with Excel/Google Sheets, Word/Google docs, Adobe Acrobat, and browsing network directories as we are a paperless office
  • Excellent attention to detail and accuracy, proficient with numbers and basic calculations

Nice to have:

  • Knowledge of one or more record keeping systems
  • Series 7, 65, 66 license
  • Qualified 401(k) Administrator (QKA) credential
What we offer:
  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan

Additional Information:

Job Posted:
January 06, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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