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Relationship Management Senior Associate at Vestwell - ApplyBlast

Relationship Management Senior Associate

Vestwell

1 month ago

3.7 on Glassdoor

King of Prussia, Pennsylvania, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

Vestwell is seeking a Relationship Management Senior Associate to support and service 529 and Child Savings Account partners. This client-focused role involves developing partner relationship plans, resolving escalated issues, and collaborating cross-functionally to achieve partner objectives. The position requires strong communication, problem-solving, and organizational skills to manage multiple priorities effectively.

Responsibilities

Develop partner relationship plans and monitor progress
Manage escalated client issues and troubleshoot problems
Partner cross-functionally to implement partner strategies

Skills

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.