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Senior Associate, Implementations
Senior Associate, Implementations
VestwellAbout the role
Vestwell is seeking a Senior Implementations Onboarding Associate to act as a dedicated resource for Plan Sponsors and Financial Advisors onboarding to their platform. This role involves managing projects, collaborating cross-functionally to enhance the onboarding experience, and providing expertise on plan design and training. Candidates should have 2-4 years of project management experience and strong communication skills, with a willingness to learn retirement plan design and conversion processes. Prior experience in client servicing or 401(k)/403(b) plan administration is a plus, but not required if you possess excellent client management abilities.
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