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Associate, Conversions at Vestwell - ApplyBlast

Associate, Conversions

Vestwell

9 months ago

3.7 on Glassdoor

King of Prussia, PA

Hybrid

Full Time

Medior

0 applicants

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About this role

The Conversion Associate at Vestwell supports the onboarding and conversion of qualified plans onto the company’s platform, working closely with internal teams and external partners. The role contributes to improving the onboarding experience, supports strategic initiatives, and helps ensure client satisfaction and successful plan transitions. It is based in the King of Prussia office with a hybrid work schedule.

Skills

Qualifications

Undergraduate or Graduate Degree in Finance or AccountingQKA (ASPPA)

About Vestwell

vestwell.com

Headquarters

New York, New York, United States

Company Size

201-500 employees

Founded

2016

View Profile

Vestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.