Who are we?
Vestwell believes that all Americans should have easy access to a retirement account which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. By combining the expertise of an advisor with the sophistication of a technology provider, we’ve modernized the retirement offering while removing traditional friction points. As a result, advisors get an easy button for expanding their business, employers get a cost effective solution without the administrative burden, and employees get a user friendly portal that helps them achieve their long term saving goals.
With backing from leading Fintech and Finserv investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of change in the $11 trillion 401(k) market. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun. Oh, and we’re really good at ping pong.
Who are we looking for?
We are on the hunt for an experienced a Operations Manager to help us set the standards for signature client care at Vestwell. You will be responsible for creating frameworks that increase adoption, ensure retention, and deliver satisfaction to our growing client base - handling both inbound and outbound communication. This role will report to the Director of Client Service and partner cross-functionally to ensure we are delivering consistent, timely service.
As an ideal candidate, you have spent time in various client-facing roles across operations, technical support, and/or customer service. More importantly, you’re thrilled by the challenge of building and managing a high-performing team. You love developing individuals at all stages of their careers, but you’re not afraid to get your hands dirty. You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We’re an early stage startup after all. Last, but certainly not least, you’re driven by a fresh perspective and entrepreneurial spirit.
What will you be doing at Vestwell?
We’re an early stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage, an open vacation policy, cappuccino & healthy snacks, and a bright, comfortable office with lots of workspace options so you can be comfortable and as productive as possible. And naturally we have a great 401(k) plan!