Senior Associate, Retirement Plan Services
Vestwell · Scottsdale, AZ · 1 mo ago
$70k–$80k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes "Who Are We Looking For?" and "What Will You Be Doing?" and "Requirements". Also "Employee Benefits". Also "Pay" (salary range). Also maybe "Schedule"? Not present. So we include sections: About the role? Could use "About the role" heading for the description of role (the paragraph after Who Are We Looking For?). But we must not repeat job title as heading. Use for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to decide which sections have content.
- About the role: could include the description of Vestwell and the role overview (the paragraph after "Who Are We Looking For?" maybe). Actually "Who Are We Looking For?" is like overview. Could treat as About the role.
- Responsibilities: the "What Will You Be Doing?" section with bullet list of duties.
- Requirements: the "Requirements" section.
- Benefits: the "Employee Benefits" section.
- Pay: the salary range.
- Schedule: not present, so omit.
- Qualifications/Skills: maybe combine with Requirements? The posting includes "Requirements" and also "Nice to have". Could treat Requirements as qualifications. Skills maybe not separate. We'll follow instruction: include a section only when posting has real specific content. So we can have About the role, Responsibilities, Requirements, Benefits, Pay.
We must not include filler like "commensurate with experience". Not present.
We need to use
for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to decide which sections have content.
- About the role: could include the description of Vestwell and the role overview (the paragraph after "Who Are We Looking For?" maybe). Actually "Who Are We Looking For?" is like overview. Could treat as About the role.
- Responsibilities: the "What Will You Be Doing?" section with bullet list of duties.
- Requirements: the "Requirements" section.
- Benefits: the "Employee Benefits" section.
- Pay: the salary range.
- Schedule: not present, so omit.
- Qualifications/Skills: maybe combine with Requirements? The posting includes "Requirements" and also "Nice to have". Could treat Requirements as qualifications. Skills maybe not separate. We'll follow instruction: include a section only when posting has real specific content. So we can have About the role, Responsibilities, Requirements, Benefits, Pay.
We must not include filler like "commensurate with experience". Not present.
We need to use - for any list of duties/requirements/benefits. So for Responsibilities we need list items. For Requirements also list. For Benefits also list.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all points from each section.
Let's extract content.
First, company description: "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"
Then "Who Are We Looking For? We are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as a Senior Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Senior Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research, assess, and deliver timely support to employer requests. Our Senior Associates, Retirement Plan Services support many of our startup and conversion plan employers who can help navigate sponsors with the complexities of administering a 401(k) plan, so we are interested in hiring individuals with a commitment to high client satisfaction and an ability to make quick and accurate decisions. The ideal candidate is a motivated individual who can manage their block of responsibilities, confidently answer retirement plan questions, and collaborate with the team to improve workstreams."
That's about role overview.
Then "What Will You Be Doing? As a Senior Associate, Retirement Plan Services, you will apply advanced knowledge of retirement plan administration and regulatory requirements to provide consultative guidance and operational oversight to clients, advisors, and internal stakeholders. This role requires the regular exercise of independent judgment and discretion in evaluating complex plan matters, recommending solutions, and influencing outcomes without reliance on prescribed procedures. You will serve as a subject-matter resource for sophisticated plan scenarios, assess risk and compliance considerations, and partner cross-functionally to ensure high-quality service delivery, client retention, and continuous operational improvement. Day-to-Day You May Also Be Expected To Exercising independent judgment to evaluate and resolve complex retirement plan issues, including eligibility determinations, vesting, plan amendments, mergers and acquisitions, deconversions, year-end testing, and audit support.Analyzing client information and business needs to independently scope requests, assess feasibility, and recommend appropriate servicing or plan design solutions.Partnering with internal plan design and plan document subject-matter experts to research, interpret, and assess plan provisions, regulatory implications, and client objectives.Providing consultative services to plan sponsors and advisors, offering guidance on plan administration, compliance considerations, and operational best practices.Managing and resolving client and advisor escalations by evaluating impact, coordinating cross-functional resources, and determining appropriate paths to resolution.Identifying systemic risks, service gaps, or inefficiencies through post-mortems and root-cause analysis, and collaborating with management and product teams to design and implement process improvements.Designing and documenting processes, playbooks, and operational resources that enhance scalability, consistency, and team effectiveness.Applying professional discretion to prioritize work based on business impact, client urgency, regulatory considerations, and service-level commitments.Monitoring quality and service outcomes, exercising judgment to identify trends, recommend corrective actions, and support continuous improvement initiatives.Ensuring timely and accurate documentation of client interactions and decisions to support transparency, audit readiness, and long-term account management.Supporting client retention through proactive issue resolution, strategic follow-up, and trusted advisory relationships."
Note there is some weird formatting: "Day-to-Day You May Also Be Expected To Exercising independent judgment..." It seems like a list but not bullet. We need to turn into list items. We'll split by sentences that start with verbs.
Let's extract bullet points:
- Exercising independent judgment to evaluate and resolve complex retirement plan issues, including eligibility determinations, vesting, plan amendments, mergers and acquisitions, deconversions, year-end testing, and audit support.
- Analyzing client information and business needs to independently scope requests, assess feasibility, and recommend appropriate servicing or plan design solutions.
- Partnering with internal plan design and plan document subject-matter experts to research, interpret, and assess plan provisions, regulatory implications, and client objectives.
- Providing consultative services to plan sponsors and advisors, offering guidance on plan administration, compliance considerations, and operational best practices.
- Managing and resolving client and advisor escalations by evaluating impact, coordinating cross-functional resources, and determining appropriate paths to resolution.
- Identifying systemic risks, service gaps, or inefficiencies through post-mortems and root-cause analysis, and collaborating with management and product teams to design and implement process improvements.
- Designing and documenting processes, playbooks, and operational resources that enhance scalability, consistency, and team effectiveness.
- Applying professional discretion to prioritize work based on business impact, client urgency, regulatory considerations, and service-level commitments.
- Monitoring quality and service outcomes, exercising judgment to identify trends, recommend corrective actions, and support continuous improvement initiatives.
- Ensuring timely and accurate documentation of client interactions and decisions to support transparency, audit readiness, and long-term account management.
- Supporting client retention through proactive issue resolution, strategic follow-up, and trusted advisory relationships.
Also earlier sentences: "As a Senior Associate, Retirement Plan Services, you will apply advanced knowledge of retirement plan administration and regulatory requirements to provide consultative guidance and operational oversight to clients, advisors, and internal stakeholders." Could be a bullet as well.
"This role requires the regular exercise of independent judgment and discretion in evaluating complex plan matters, recommending solutions, and influencing outcomes without reliance on prescribed procedures."
"You will serve as a subject-matter resource for sophisticated plan scenarios, assess risk and compliance considerations, and partner cross-functionally to ensure high-quality service delivery, client retention, and continuous operational improvement."
We could include those as bullets too. But we need to preserve all substantive information; we can either keep them as prose or list. The instruction: Use
- for any list of duties/requirements/benefits. So if we have a list of duties, we should use list. The responsibilities section likely is a list. We'll convert all duty sentences into list items.
Now Requirements section: "Requirements College degree and/or equivalent customer service experience2-4 years of retirement industry experience, preferred.Experience in project management.You're flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.Strong communication, critical thinking, and organization skills.Proven ability to think analytically & operate independently within set deadlinesProfessional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices Team mentality and the ability to multitask while attending to a high volume of incoming inquiriesNice to have: retirement certifications (i.e. QKA)"
We need to split into list items. Also note there is a typo: missing spaces. We'll parse.
List items:
- College degree and/or equivalent customer service experience
- 2-4 years of retirement industry experience, preferred.
- Experience in project management.
- Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines.
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices.
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries.
- Nice to have: retirement certifications (i.e. QKA)
We could separate "Nice to have" as its own bullet.
Now Benefits section: "Employee Benefits We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan."
We need list items for benefits. Could list:
- Comprehensive health benefits
- Generous time off
- Dedicated Employee Wellbeing Committee
- Hybrid work model with flexibility and access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
- Competitive 401(k) plan
Now Pay: "The expected base salary range for this position is $70K - $80K base. 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 need to include Pay section with that info. Could be a paragraph or list? It's not a list but we can use
. The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. So Pay can be
.
Now About the role: we need a paragraph summarizing Vestwell and role overview. Could be multiple paragraphs but we can combine into
. Ensure we don't repeat job title as heading.
We must not include boilerplate like interview process, privacy policy, etc. Remove those.
Thus final HTML:
About the role
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. We are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as a Senior Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Senior Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research,
- for any list of duties/requirements/benefits. So if we have a list of duties, we should use list. The responsibilities section likely is a list. We'll convert all duty sentences into list items.
Now Requirements section: "Requirements College degree and/or equivalent customer service experience2-4 years of retirement industry experience, preferred.Experience in project management.You're flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.Strong communication, critical thinking, and organization skills.Proven ability to think analytically & operate independently within set deadlinesProfessional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices Team mentality and the ability to multitask while attending to a high volume of incoming inquiriesNice to have: retirement certifications (i.e. QKA)"
We need to split into list items. Also note there is a typo: missing spaces. We'll parse.
List items:
- College degree and/or equivalent customer service experience
- 2-4 years of retirement industry experience, preferred.
- Experience in project management.
- Flexible, creative, team-oriented, results-driven, can effectively collaborate with both internal and external stakeholders.
- Strong communication, critical thinking, and organization skills.
- Proven ability to think analytically & operate independently within set deadlines.
- Professional experience using and optimizing internal technical operational tools (e.g. Jira, Zendesk, Asana, Google Workspace), and helping others develop and employ best practices.
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries.
- Nice to have: retirement certifications (i.e. QKA)
We could separate "Nice to have" as its own bullet.
Now Benefits section: "Employee Benefits We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan."
We need list items for benefits. Could list:
- Comprehensive health benefits
- Generous time off
- Dedicated Employee Wellbeing Committee
- Hybrid work model with flexibility and access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
- Competitive 401(k) plan
Now Pay: "The expected base salary range for this position is $70K - $80K base. 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 need to include Pay section with that info. Could be a paragraph or list? It's not a list but we can use
. The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. So Pay can be
. Now About the role: we need a paragraph summarizing Vestwell and role overview. Could be multiple paragraphs but we can combine into
. Ensure we don't repeat job title as heading. We must not include boilerplate like interview process, privacy policy, etc. Remove those. Thus final HTML:
About the role
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. We are seeking an energetic and reliable professional to join our Retirement Plan Services Team, as a Senior Associate. Successful candidates will be responsible for supporting incoming employer plan administration inquiries, change orders, and supporting multiple cross-functional teams across the organization. The Senior Associate will work closely with our internal Retirement Plan Administration team subject matter experts to research,
- for any list of duties/requirements/benefits, and