Vestwell
The Senior Associate, Relationship Management - Auto-IRA supports the Relationship Management team in delivering value to Vestwell Government Savings clients by managing escalated issues, troubleshooting problems, and ensuring alignment with business objectives. This role requires independent judgment to solve client problems, partner cross-functionally with internal teams, and maintain clear documentation for accountability. The position focuses on providing strategic support and proactive collaboration to ensure seamless client experiences across state Auto-IRA programs.
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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