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Senior Associate, Business Solutions



New York, NY, USA · Phoenix, AZ, USA · Austin, TX, USA
Posted on Wednesday, April 17, 2024


There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.


With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

Who we are we looking for?

The Solution Management team exists to drive tactical efficiency while always keeping the big picture in mind. Members of the Solution Management team are the connective tissue between the client-facing front end and the operational backend. We use data to identify the initiatives that will have the largest impacts, and manage our roadmap accordingly. We strive to ensure that Vestwell’s operational teams have the tools they need to provide an exceptional experience for partners and clients while working within optimized, repeatable processes that create scalable and predictable timelines. When we’re successful, it allows for proper expectation setting for our clients and reliable revenue recognition for the business.

What will you be doing?

  • Partner with stakeholders across business units (ex: sales, finance, service, compliance) to analyze and document how new products and opportunities will impact operational processes and the systems involved.
  • Take that analysis and turn it into actionable requirements that can be handed over to the teams tasked with building and/or implementation.
  • Assist in the managing and updating of a long-term solution roadmap, and contributing to prioritization of the initiatives on the roadmap.
  • Evaluate, analyze, and communicate system requirements on a continuing basis, and maintain systems processes as updates are made.
  • Author and update internal and external documentation, and formally initiate and deliver requirements and documentation.
  • Leverage data and reporting to identify trends, inefficiencies, and prioritization.

Your experience should include:

  • The Necessities

    • Strong written/oral communication and organization skills
    • Drive to lift up team members through collaboration, training, and coordination
    • Love of learning and growth, to continue to level-up technical and softer skills
    • Stakeholder Management: Collaborate with stakeholders to gather project requirements and provide teams with required input for implementation.
    • Demonstrated abilities to balance own workload with team needs; as well as to speak up and work with managers to prioritize projects when needed.
    • The ability to dig deep into the details of one product or process while keeping the big picture in mind.
    • Continued growth in industry and regulatory knowledge, to support prioritization efforts (balancing efficiency with regulatory requirements)
    • Proficiency with process documentation and workflow mapping.
    • Experience in the retirement, financial services or employee benefit industries.

The Extras

  • Understanding of the retirement and employee benefit industry.
  • Extensive knowledge of ERISA rules and requirements.
  • Familiarity with contracting, agreements and DocuSign.
  • Prior experience working in an agile or scrum framework.

We have a strong preference for an individual located in one of the following cities: New York, NY, Phoenix, AZ, Austin, TX, for a hybrid work environment.

The expected base salary range for this position is $65K - $75K. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.


We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!


It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending in is not our Recruitment team.

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