Team Lead, Employer Services
Vestwell(1 month ago)
About this role
The Lead, Employer Services will oversee a small team while acting as a subject matter expert and primary client contact for employer-sponsored retirement plan clients. The role supports cross-functional collaboration to ensure high client satisfaction, drives operational improvements, and helps develop team members. This position contributes to platform and product feedback and helps shape scalable solutions for complex client needs.
Required Skills
- Client Service
- Plan Administration
- Contributions
- Integrations
- Cross Collaboration
- Escalation Management
- Data Analysis
- Team Leadership
- Coaching
- Training
+18 more
Qualifications
- Series 6
- Series 7
- Series 63
- Series 65
- Series 66
- QKA
- QKC
- Six Sigma
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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