Vestwell
Vestwell is seeking a Senior Associate to serve as a Level 2 escalation point for complex servicing issues within strategic partner operations. This role involves partnering with client servicing teams and internal groups to investigate, coordinate, and resolve escalated items efficiently. The position requires strong operational knowledge of retirement plan servicing and excellent communication skills to manage multiple complex issues while maintaining high client service standards.
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.
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