Vestwell
Vestwell is seeking a detail-oriented Operations Associate to process distributions and loans from retirement plans while ensuring exceptional quality and adherence to regulatory requirements. The role involves managing time-sensitive participant requests, communicating with savers via phone and email, and documenting interactions in tracking systems. This position supports effortless plan onboarding and ongoing administration to empower retirement savings across the company's diverse clientele.
Headquarters
New York, New York, United States
Company Size
201-500 employees
Founded
2016
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Vestwell.
8% above the average for this role
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