Director, Relationship Management

🏢 Vestwell · 📍 New York, NY | King of Prussia, PA 💰 $140,000 - $155,000 / 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?

State Auto-IRA programs have been expanding across the country as a way to increase access to retirement savings accounts for millions of private-sector workers. Vestwell currently supports 15 different state programs and is looking for a Relationship Manager to work with our State Retirement Auto-IRA Programs Relationship Management team. At a high level, we’re looking for someone who has great communication and problem-solving skills, a proven ability to juggle multiple priorities at once, and an interest in being a part of this new and innovative public-private partnership to expand retirement access .

What Will You Be Doing?

The Vestwell Government Savings Auto IRA team is responsible for ensuring that our clients are continuously receiving and recognizing value from the retirement platform that we are building. You will work closely with state clients to understand their business objectives and develop success plans that enable Vestwell to meet those objectives. The Auto IRA Relationship Manager will support existing State Retirement Auto-IRA Program clients to ensure execution on agreed upon deliverables, ongoing alignment of business objectives

🎯 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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