Senior Associate, Relationship Management (Auto-IRA & 529)
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
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?
Vestwell Government Savings (VGS) – a subsidiary of Vestwell Holdings Inc. – serves as the trusted administrator for over 30 programs and counting. We provide support and services for 529 education savings, ABLE disability savings, state auto-IRA programs and Child Savings Accounts (CSA) by employing innovative technology and a dedicated team focused solely on our partners’ needs.
Vestwell’s partner list is expanding and we’re excited about adding a Relationship Management Senior Associate to help service our 529 and CSA partners. The ideal candidate will be someone who is client-focused, has great communication, organizati
