Implementations Manager
Vestwell(25 days ago)
About this role
An Implementations Manager at Vestwell is a client-facing role focused on supporting Plan Sponsors and Financial Advisors as they adopt Vestwell’s fintech platform. The position contributes to successful plan transitions and platform adoption by working with internal teams and external partners and helping improve the onboarding experience. The role is based in select Vestwell offices and follows a hybrid work schedule.
Required Skills
- Project Management
- Client Advocacy
- Onboarding
- Plan Design
- Conversion Processing
- Stakeholder Coordination
- Collaboration
- Jira
- Zendesk
- Asana
+4 more
Qualifications
- Qualified 401(k) Administrator (QKA)
- ASPPA Credential
- PMP
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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