Senior Manager, Enterprise Client Services
Vestwell(8 days ago)
About this role
Vestwell is a New York City-based fintech platform focused on retirement, education, and healthcare savings. The Senior Enterprise Account Management role sits on the Employer Platform Services team and supports enterprise partners, advisors, and sponsors by overseeing service delivery, client experience, and strategic service structure for Vestwell’s retirement products.
Required Skills
- Team Management
- Client Escalations
- Plan Administration
- Client Service
- Process Improvement
- Onboarding
- Stakeholder Management
- Training Development
- KPI Reporting
- Excel
+2 more
Qualifications
- Bachelor’s Degree
- 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.
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Vestwell
Similar Jobs
401(k) Participant Education Specialist
Foundation Risk Partners(1 month ago)
Advisor Services Analyst/Associate
CAIS(7 days ago)
Enterprise Client Success Manager
Payoneer(25 days ago)
Client Account Manager
Human Interest(13 days ago)
Self Service Implementation Specialist - Freelance Project
Invisible Agency(28 days ago)
Client Account Manager
Human Interest(1 month ago)