Director, Relationship Management

We need to output HTML fragment with sections: headings using

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Remove boilerplate. We need to parse the posting. Key content: - Intro about Vestwell (company description) maybe "About the role"? Actually "Who Are We Looking For?" is a section describing role high-level. Could be "About the role". We'll include that. - "What Will You Be Doing?" => Responsibilities. - "Day-to-Day, You May Also Be Expected To ..." bullet list of duties. - "Requirements" section with "The Necessities" and "The Extras". Could be Requirements (necessities) and Qualifications (extras). Or we could combine. - Pay: "The expected base salary range for this position is $140K - $155K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company." So we have Pay section. - Benefits: "Employee Benefits We’re an innovative, high-growth company..." includes health benefits, time off, Employee Wellbeing Committee, hybrid work model, offices, 401(k). So Benefits. - Schedule: Not explicitly mentioned besides hybrid in-office operation. Could infer schedule? Not given explicit schedule like full-time, etc. Might not include Schedule if not specific. The instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. Schedule not stated explicitly; only hybrid in-office operation but not schedule details. So we omit Schedule. - Qualifications: Could be "The Extras" maybe qualifications. We'll treat as Qualifications. - Skills: maybe we can extract from requirements: strong communication, problem-solving, organizational, analytical, prioritization, written/verbal, Office suite, etc. Could be Skills section. But we must not create thin sections. Prefer few substantive sections. Could combine some. We need to output only HTML fragment, no markdown. Let's decide sections: - About the role (description of role high-level) - Responsibilities (day-to-day duties) - Requirements (necessities) - Qualifications (extras) - Skills (maybe combine with requirements? Could be separate but we have many details; maybe we can put skills under Requirements? But we need to follow headings list: we can use Skills if we have content. We have explicit skills: excellent written and verbal communication, strong skills with Office suite including excel and PowerPoint, strategic problem-solving, organizational, analytical, prioritization, self-starter, detail oriented, strategic thinking, etc. That's enough for Skills. - Benefits (employee benefits) - Pay (salary range, bonus pool, equity) We must not include Schedule. We must not include boilerplate like interview process, privacy policy, etc. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep details like "Vestwell currently supports 15 different state programs", "over 350,000 businesses and over 2M active savers, over $50B in assets saved across all 50 states", etc. Those are substantive. Should we include them? They are about company, not role. Might be considered "About the role" or maybe we can include in About the role. The instruction: preserve ALL substantive information; do not invent or summarize away detail. So we need to keep that info somewhere. Could be in a brief intro paragraph before sections? The instruction says output only HTML fragment, no extra. We can include a

describing Vestwell as part of About the role. We must not repeat job title as heading. The job title is Relationship Manager (State Retirement Auto-IRA Programs). Not to be used as heading. We must not put Job ID/requisition numbers as headings. We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we cut interview process, privacy policy, etc. Now craft HTML. Structure:

About the role

Vestwell is the financial technology company powering the new savings economy... (company description) ... 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.

Responsibilities

• Lead the relationship with some of our State partners, serving as their point person for Vestwell’s program administration of State Auto-IRA Programs
• Conduct regular State client meetings, proactively identifying risks and mitigations of issues as they arise, to ensure the successful delivery of our solutions according to clients’ needs and objectives
• Collaborate cross-functionally with Product, Engineering, Marketing, Technology, Finance, Operations, and Legal teams to communicate and ensure we meet the needs, SLAs, and adherence to all requisite State Program administration requirements (e.g. introducing new product features, coordinating program launch strategies, managing response to escalated issues, etc.)
• Ensure implementation of ongoing relationship strategies and initiatives are optimized to enable teams to achieve its State Plan launch and ongoing administration goals
• Design and execute success plans to optimize client relationships, adoption, and satisfaction with Vestwell
• Communicate with clients regularly through email, phone, online presentations, screen share and in-person meetings to understand their current needs and ongoing requirements
• Develop and maintain subject matter expertise on our products and services and industry compliance requirements to provide timely, professional, and knowledgeable customer support
• Assist Sales/Operations teams with RFP responses for new state program opportunities

Requirements

• A myriad of experience in a client-facing Retirement/Wealth Management/Advisory, or as a Customer Success/Relationship Manager
• Able to understand and translate business goals into actionable and measurable initiatives
• Experience in building relationships and garnering trust with executive decision makers and influencers
• An understanding of government services, the financial industry, or financial service technologies
• Capable of working collaboratively across multiple organizations
• Comfortable with managing escalations and executing on success plans
• Self-starter who is extremely organized and detail oriented
• Strategic and outside‑of‑the‑box thinker
• Strategic problem‑solving skills
• Strong organizational, analytical, and prioritization skills
• Excellent written and verbal communication skills
• Strong skills with Office suite, including Excel and PowerPoint

Qualifications

• Basic knowledge of project management, client onboarding experience including setting targets, KPIs, and reporting progress
• Understanding and knowledge of state‑administered Auto‑IRA programs or experience working with other state programs, including governing boards and staff

Skills

• Excellent written and verbal communication
• Strong skills with Office suite, including Excel and PowerPoint
• Strategic problem‑solving
• Strong organizational, analytical, and prioritization abilities
• Self‑starter, extremely organized and detail‑oriented
• Strategic and outside‑the‑box thinker

Benefits

• Comprehensive health benefits
• Generous time off
• Dedicated Employee Wellbeing Committee
• Hybrid work model with access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
• Competitive 401(k) plan

Pay

The expected base salary range for this position is $140K‑$155K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

We must ensure no duplicate content. Some content repeated across sections (e.g., communication skills appears in Requirements and Skills). That's okay but we might be duplicating. The instruction: preserve ALL substantive information; do not invent or summarize away detail. Duplication is not prohibited but could be considered redundant. However we might avoid duplication by moving communication skills to Skills only and not repeat in Requirements. But Requirements already includes "Excellent written and verbal communication skills". If we remove from Requirements, we lose that detail. We could keep it in Requirements and not duplicate in Skills, but Skills section would then be thin. Perhaps we can combine Skills into Requirements and not have separate Skills section. But we already have Skills section with some items; we could drop Skills section and keep those details in Requirements. However the instruction says prefer a few substantive sections over many thin ones. Having many sections may be thin. Better to have fewer sections: About the role, Responsibilities, Requirements (which includes necessities, extras, skills), Benefits, Pay. That's 5 sections. Let's restructure: - About the role (company description + high-level role) - Responsibilities (day-to-day duties) - Requirements (necessities + extras + skills) - Benefits - Pay We must ensure we include all details from "The Extras" and skills like Office suite, etc. Let's craft Requirements section as a list combining necessities and extras and skills. We'll need to be careful not to lose any detail. List items: - A myriad of experience in a client-facing Retirement/Wealth Management/Advisory, or as a Customer Success/Relationship Manager - Able to understand and translate business goals into actionable and measurable initiatives - Experience in building relationships and garnering trust with executive decision makers and influencers - An understanding of government services, the financial industry, or financial service technologies - Capable of working collaboratively across multiple organizations - Comfortable with managing escalations and executing on success plans - Self-starter who is extremely organized and detail oriented - Strategic and outside‑of‑the‑box thinker - Strategic problem‑solving skills - Strong organizational, analytical, and prioritization skills - Excellent written and verbal communication skills - Strong skills with Office suite, including Excel and PowerPoint - Basic knowledge of project management, client onboarding experience including setting targets, KPIs, and reporting progress - Understanding and knowledge of state‑administered Auto‑IRA programs or experience working with other state programs, including governing boards and staff That covers all. Now Benefits section: we have comprehensive health benefits, generous time off, dedicated Employee Wellbeing Committee, hybrid work model with access to offices in Midtown Manhattan, Austin, King of Prussia, Scottsdale, competitive 401(k) plan. Pay section: base salary range $140K‑$155K, eligible for Company Bonus Pool, eligible for new hire equity, salary bands based on NY and other similar metro areas may differ. Now About the role paragraph: include Vestwell description and role high-level. Let's write: 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