Senior Associate, Solution Design

Who Are We Looking For?

The Program Management team exists to drive tactical efficiency while always keeping the big picture in mind. Members of the Program 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, including Special Projects and Pooled Employer Plans (PEP).
• 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.

Requirements

• 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

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.

Process

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

Application

To apply for this job, please visit recruiting@vestwell.com. Any correspondence not ending in Vestwell.com is not from our recruitment team.

Privacy Policy

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