Associate, Conversions
Vestwell(1 month ago)
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.
Required Skills
- Cash Reconciliation
- Asset Transfers
- Trade Settlement
- Project Management
- Deconversion
- Stakeholder Coordination
- Team Oversight
- Wire Monitoring
- CRM Management
- Cross Functional
+15 more
Qualifications
- Undergraduate or Graduate Degree in Finance or Accounting
- QKA (ASPPA)
About Vestwell
vestwell.comVestwell 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.
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