Director, Relationship Management - ABLE

🏢 Vestwell · 📍 New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ 💰 $150,000 - $165,000 / 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?
The Director, Relationship Management will join the growing Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings. You will serve as a senior relationship manager on the ABLE team and will provide primary support for ABLE team operations and service.

What Will You Be Doing?
Servicing individual ABLE state clients and overseeing core aspects of the team’s project management, client interaction, service, and satisfaction. You will also be responsible for reviewing, auditing, and updating team processes to ensure efficiency and quality, and will provide primary support to the SVP of ABLE Programs on all matters of ABLE program administration.

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

State Client Engagement:

Relationship management and existing state client engagement

Serve as the primary day-to-day point of contact for state directors (and staff) of ABLE investment programs nationwide, servicing general program administration, giving updates, intaking project requests, resolving issues, and more
Participating in regular weekly / bi-weekly c

🎯 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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