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Team Mentor, Employer Services

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Fin Capital

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Location:
United States , New York City ▼

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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:

We are seeking an energetic and reliable professional to join our team as a Team Mentor, Employer Services. The ideal candidate will be responsible for overseeing a team of individual contributors while also providing direct, high-quality service to clients. As a Team Mentor, you will mentor and manage a small subteam, ensuring that client needs are met promptly and effectively, while maintaining high standards of performance and compliance. You will serve as a subject matter expert for your team, supporting day-to-day operations and guiding team members in their professional development.

Job Responsibility:

  • Act as the primary point of contact for a group of 401(k) plan sponsor clients, ensuring excellent service delivery by responding to client inquiries regarding plan administration, contributions, and integrations in a timely and accurate manner
  • Collaborate with cross-functional teams to troubleshoot and resolve complex client issues
  • Manage and effectively resolve client escalations as they arise using strong critical thinking and sound judgement to ensure optimal outcomes for clients, leading to high retention
  • Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction
  • Share data-driven insights with our product teams to improve our platform and planning roadmap
  • Lead, mentor, and coach a small subteam of individual contributors, fostering a culture of teamwork, accountability, and professional growth
  • Collaborate on team performance reviews, provide constructive feedback, and help team members set and achieve personal and professional goals
  • Lead team training and development as needed, ensuring team members are up-to-date on industry trends, best practices, and product changes
  • Identify opportunities for process improvements within the Employer Services function to enhance client satisfaction and operational efficiency
  • Collaborate with cross-functional teams (e.g., Compliance, Operations, and Sales) to ensure a seamless client experience and resolve any issues that arise
  • Monitor and report on team performance, including client satisfaction, service level adherence, and overall productivity
  • Provide guidance and support in the completion of projects and tasks, ensuring high-quality service delivery and adherence to timelines
  • Monitor and reallocate resources as necessary to ensure solid coverage of all client needs and Vestwell workstreams
  • Host or moderate webinars, walking sponsors through the registration and the portal, and answering questions

Requirements:

  • Fintech, Financial Services, or Retirement industry experience
  • Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
  • Develop and maintain a strong business partnership with Plan sponsor and vendors
  • Strong time management skills to ensure the timeliness of all proactive and reactive communications
  • Strong critical thinking, research, and problem solving skills
  • Previous people management or leadership 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:

  • Fintech or Retirement industry experience
  • Series 6, 7, 63, 65, 66
  • QKA, QKC
  • Six sigma
  • Previous experience from Payroll, Employee Benefits, and People Management
What we offer:
  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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