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Associate, Saver Operations

🏢 Vestwell · 📍 New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ 💰 $55,000 - $65,000 / yr
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Position Summary & Responsibilities

 

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States. 

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Who Are We Looking For?

We are seeking a detail-oriented and proactive Operations Associate to join our team. In this role, you will be responsible for processing distributions and loans from retirement plans while adhering to established procedures and ensuring exceptional quality. The ideal candidate thrives in a fast-paced environment, enjoys managing time-sensitive tasks, and is eager to learn and grow within the retirement services industry.


What Will You Be Doing?

A key component of Vestwell’s mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration. As an Operations Associate, you will monitor and support these processes to ensure that sponsors can provide a 401(k) plan with as little friction as possible.

Day-to-Day You May Also Be Expected To:

  • Process participant requests for distributions and loans from retirement plans accurately and efficiently.
  • Adhere to company procedures, regulatory requirements, and quality standards during all transactions.
  • Handle a high volume of time-sensitive tickets while maintaining exceptional accuracy and productivity.
🎯 Candidate Preparation Guide For Vestwell Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Assessing complex fintech regulatory compliance knowledge balanced with modern API-first microservices scalability.

📋 Preparation Priorities (Key Areas to Clarify):
  • 1. Dismissing edge-case compliance requirements as mere 'bureaucracy'
  • 2. Proposing rapid unstructured deployments that risk fiduciary data integrity
  • 3. Lack of institutional knowledge regarding retirement and savings plan administration
✨ Recommended Role Alignment Hook:

I specialize in hardening high-scale financial ledgers so they remain bulletproof under strict regulatory scrutiny without sacrificing deployment velocity.

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