The modern savings platform for everyone
Vestwell is a fintech company headquartered in Midtown East, New York, focused on making savings accessible for everyone. Founded in 2016, Vestwell serves nearly 1.5 million participants across 350,000 businesses, managing over $35 billion in assets. The company has raised $237.5 million in funding,...
Vestwell offers competitive health coverage, generous vacation and sick leave policies, and a strong 401(k) plan. Employees benefit from a hybrid work...
Vestwell is committed to inclusivity and accessibility in savings, particularly for underserved workers in gig and non-traditional roles. The company'...
Vestwell • New York, NY | King of Prussia, PA
Vestwell is seeking a Manager of Saver Operations to lead a team focused on processing distributions and loans from retirement plans. You'll ensure operational accuracy and compliance while optimizing workflows. This role requires strong leadership and performance management skills.
You have experience in operations management, ideally within the financial technology sector, and possess a strong understanding of compliance and operational workflows. You are a natural leader who enjoys mentoring and developing team members, ensuring they meet performance expectations and contribute effectively to the team's goals. Your attention to detail and commitment to accuracy are paramount, as you will oversee critical processes related to retirement plans and savings accounts. You thrive in collaborative environments, working closely with various internal teams to enhance operational effectiveness and deliver exceptional service to participants. You are adept at tracking key performance metrics and conducting regular performance reviews to foster a culture of continuous improvement.
As the Manager of Saver Operations, you will lead a team of 4-7 Operations Associates, guiding them in their daily tasks and ensuring they have the resources and support needed to excel. You will be responsible for processing distributions and loans from retirement plans, focusing on accuracy and compliance with relevant regulations. Your role will involve optimizing workflows to enhance efficiency and effectiveness in operations. You will collaborate with internal teams to identify areas for improvement and implement strategies that enhance the overall participant experience. Regular performance management and coaching will be key components of your responsibilities, as you work to develop your team's skills and capabilities. You will also play a crucial role in setting performance expectations and tracking progress against key metrics to ensure operational success.
Vestwell provides a dynamic work environment where innovation and collaboration are encouraged. You will have the opportunity to make a significant impact on the operations of a leading fintech platform that serves a diverse clientele. We offer competitive compensation and benefits, along with opportunities for professional growth and development. Join us in redefining how people save for critical aspects of life and be part of a mission-driven team that values your contributions.
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