Senior Manager, Enterprise Account Services
Vestwell(1 month ago)
About this role
The Senior Enterprise Account Services Manager at Vestwell leads the enterprise account services function within the Employer Platform Services team, focusing on service strategy, scalability, and client engagement for retirement products. The role works cross-functionally with product and operations to shape service structures and supports initiatives that drive retention and participation. This position is part of a growing fintech platform serving employers, advisors, and savers and operates in a hybrid office environment.
Required Skills
- Team Management
- Client Service
- Plan Administration
- Compliance
- Onboarding
- Escalation Management
- Plan Expertise
- Training Development
- Process Improvement
- Stakeholder Collaboration
+11 more
Qualifications
- Bachelor's Degree
- Equivalent Work Experience
- Series 7
- Series 65
- Series 66
- Qualified 401(k) Administrator (QKA)
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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