Page 1
Loading more openings…
You've reached the end of the list.
Coordinator, Saver Services
Vestwell · King of Prussia, PA, USA
Pay
$50k–55k
Setting
On-site
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
Who Are We Looking For?
We are seeking an energetic and reliable professional to join our team as a Saver Services Coordinator. Successful candidates will be responsible for answering inbound phone calls and emails from individuals saving in workplace and education savings plans such as 401(k), 403(b), IRAs, 529 plans, and ESAs, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.
Our coordinators are often the first point of contact for these savers, so we are interested in hiring individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.
What Will You Be Doing?
Day-to-Day You May Also Be Expected To
Responding to inbound inquiries via email, chat, and phone
Primarily supporting individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans by:
The Necessities
The expected base salary range for this position is $50K - $55K 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
To learn more, visit vestwell.com
Who Are We Looking For?
We are seeking an energetic and reliable professional to join our team as a Saver Services Coordinator. Successful candidates will be responsible for answering inbound phone calls and emails from individuals saving in workplace and education savings plans such as 401(k), 403(b), IRAs, 529 plans, and ESAs, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.
Our coordinators are often the first point of contact for these savers, so we are interested in hiring individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.
What Will You Be Doing?
Day-to-Day You May Also Be Expected To
Responding to inbound inquiries via email, chat, and phone
Primarily supporting individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans by:
- Providing complete, accurate responses delivered with empathy and understanding
- Proactively handling concerns, troubleshooting problems, and providing solutions
- Reviewing plan documents and processing distribution requests
- Effectively gathering and analyzing information while using reason and good judgment to solve client problems
- Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines
- Constantly evaluating our product and processes for improvement
- Providing continuous feedback to our product team around client interactions with our platform
- Meeting quality control expectations through the monitoring of contact resolution
- Adhering to prioritization requirements in order to meet company goals for servicing responsiveness
- Creating tickets and providing follow-up as required
- Adhering to client-facing and internal Service Level requirements
- Being the friendly, knowledgeable first point of contact for inbound inquiries
The Necessities
- College degree, some customer service experience, and financial services experience preferred
- Strong verbal, written, follow-up, and organization skills
- Comfortable with inbound and outbound phone calls from individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans
- PC literacy; experience with Zendesk and Jira is a plus
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Flexible and adaptable to constantly changing responsibilities and assignments
The expected base salary range for this position is $50K - $55K 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Listed by Vestwell for a position based in the United States. Employers on this board attest they are hiring domestically.
Internal Sales Associate
Vestwell · Austin, TX, USA
Pay
$65k–82k
Setting
On-site
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
Who Are We Looking For?
We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace.
A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams.
As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We’re a growth stage startup after all. Last, but certainly not least, you’re driven by a fresh perspective and entrepreneurial spirit.
What Will You Be Doing?
You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That’s just the base-line.
Day-to-Day, You May Also Be Expected To:
- Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate.
- Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory.
- Develop repeat regional relationships with new financial advisor prospects.
- Maintain a robust retirement plan sales pipeline in your region.
- Convert plan opportunities into closed won opportunities through a repeatable, scalable process.
- Practice a proven and successful sales methodology (MEDDPICC).
- Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM.
- Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc.
- Support the regional RVP on any prospecting needs.
Requirements
The Necessities
- 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry.
- Ability to carry a plan sale over the entire sales cycle from prospecting to conversion.
- Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.).
- Strong attention to detail and a passion for creating a top-notch selling environment and process.
- A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline.
- Self-starter who can operate well in a collaborative team environment.
- Good knowledge of Salesforce, comfort level with other Sales technology.
- Excellent written and verbal communication skills are a must.
- Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!
The Extras
- Startup and/or financial services experience
- Understanding of the defined contribution space a plus!
This role will be based in our New York City or Austin office, and will be part of Vestwell's hybrid in-office operation.
The expected OTE for this position is approximately $82K ($65K base + up to $17K variable). 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.
OUR 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Listed by Vestwell for a position based in the United States. Employers on this board attest they are hiring domestically.
Coordinator, Saver Services
Vestwell · Austin, TX, USA
Pay
$50k–55k
Setting
On-site
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
Who Are We Looking For?
We are seeking an energetic and reliable professional to join our team as a Saver Services Coordinator. Successful candidates will be responsible for answering inbound phone calls and emails from individuals saving in workplace and education savings plans such as 401(k), 403(b), IRAs, 529 plans, and ESAs, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.
Our coordinators are often the first point of contact for these savers, so we are interested in hiring individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions. Those who work tirelessly through the lens of hospitality and customer service jump to the front of the line.
What Will You Be Doing?
Day-to-Day You May Also Be Expected To:
Responding to inbound inquiries via email, chat, and phone
Primarily supporting individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans by:
- Providing complete, accurate responses delivered with empathy and understanding
- Proactively handling concerns, troubleshooting problems, and providing solutions
- Reviewing plan documents and processing distribution requests
- Effectively gathering and analyzing information while using reason and good judgment to solve client problems
- Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines
- Constantly evaluating our product and processes for improvement
- Providing continuous feedback to our product team around client interactions with our platform
Satisfying quality assurance and KPI requirements
- Meeting quality control expectations through the monitoring of contact resolution
- Adhering to prioritization requirements in order to meet company goals for servicing responsiveness
- Creating tickets and providing follow-up as required
- Adhering to client-facing and internal Service Level requirements
Ensuring client retention and maintenance
- Being the friendly, knowledgeable first point of contact for inbound inquiries
Requirements
The Necessities
- College degree, some customer service experience, and financial services experience preferred
- Strong verbal, written, follow-up, and organization skills
- Comfortable with inbound and outbound phone calls from individuals saving in 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans
- PC literacy; experience with Zendesk and Jira is a plus
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Flexible and adaptable to constantly changing responsibilities and assignments
This role will be based in either the Austin or King of Prussia office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $50K - $55K 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.
OUR 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Listed by Vestwell for a position based in the United States. Employers on this board attest they are hiring domestically.
Senior Specialist, Plan Design
Vestwell · Austin, NY, USA
Pay
$75k–85k
Setting
On-site
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
Who Are We Looking For?
Vestwell is expanding and we’re excited about adding a Senior Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated consultant to support our Sales, Onboarding, Plan Design and Plan Documents teams in document creation and consultation with new and existing sponsors on their desired plan features. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some time servicing the plan design, compliance and plan document sides of qualified/non-qualified plan servicing.
What Will You Be Doing?
As a Senior Specialist, you will be responsible for independently interpreting ERISA and other applicable retirement plan laws to consult, amend, and maintain compliant retirement plan documents. This role requires advanced legal and regulatory knowledge, sound judgment, and the ability to translate Plan Sponsors’ business goals into plan documents that align with Vestwell platform capabilities and operational requirements. You will act as a key subject matter expert, partnering closely with internal teams and Plan Sponsors to ensure accuracy, compliance, and scalability of plan documentation.
Your Responsibilities Will Include, But Are Not Limited To
The Necessities
The expected base salary range for this position is $75K - $85K, plus performance base bonus. This position is eligible to participate 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
To learn more, visit vestwell.com
Who Are We Looking For?
Vestwell is expanding and we’re excited about adding a Senior Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated consultant to support our Sales, Onboarding, Plan Design and Plan Documents teams in document creation and consultation with new and existing sponsors on their desired plan features. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some time servicing the plan design, compliance and plan document sides of qualified/non-qualified plan servicing.
What Will You Be Doing?
As a Senior Specialist, you will be responsible for independently interpreting ERISA and other applicable retirement plan laws to consult, amend, and maintain compliant retirement plan documents. This role requires advanced legal and regulatory knowledge, sound judgment, and the ability to translate Plan Sponsors’ business goals into plan documents that align with Vestwell platform capabilities and operational requirements. You will act as a key subject matter expert, partnering closely with internal teams and Plan Sponsors to ensure accuracy, compliance, and scalability of plan documentation.
Your Responsibilities Will Include, But Are Not Limited To
- Plan Design Consultation: Collaborate with Plan Sponsors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications for both new sponsors setting up their plan and existing sponsors with plan amendments.
- Plan Document Review: Support sales in conversion contract considerations by performing a plan spec review against supported and outsourced design models; capture plan design conversations and decisions from presale, sale, and onboarding processes to create new plan documents.
- Regulatory Interpretation & Compliance Expertise: Independently interpret ERISA and other applicable laws, regulations, and guidance to create, amend, and restate retirement plan documents that are legally compliant and operationally sound.
- Plan Document Drafting & Maintenance: Prepare plan documents, including discretionary and interim amendments, restatements, participant notices, and related disclosures, ensuring consistency with plan design decisions and platform capabilities
- Independent Judgment & Analysis: Exercise discretion in evaluating plan design requests, assessing legal and operational risk, and determining appropriate document structures with minimal supervision.
- Cross-Functional Collaboration: Work closely with Onboarding, Retirement Plan Administration, Client Success, and Employer Services teams to ensure plan documents support seamless implementation and ongoing administration.
- Process & Documentation Improvement: Support and contribute to process reviews, research, and documentation related to plan document operations, corrections, and audit support.
- Project Management: Design and manage workflows for novel and recurring large-scale document projects, ensuring timely, accurate, and scalable execution.
- Product & Automation Support: Partner with Product teams to improve document automation, technology-supported drafting processes, and overall plan document management capabilities.
The Necessities
- Subject Matter Expertise - Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
- At least 5 years of experience in qualified/non-qualified plans including sales support, design consultation, document drafting, and non-discrimination testing
- Keen attention to detail, deadlines, and customer service needs along with strong communication skills
- Collaborative approach with internal stakeholders and with clients to clearly communicate the process, timing, and plan design considerations of new, amended and restated plans
- Strong commitment to proactively managing workload
- Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives
- Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius)
- Knowledge of Application Programming Interface (API) functionality
- Experience with SalesForce or similar Customer Relationship Management (CRM) software
- Qualified 401(k) Administrator (QKA) or higher credential from ASPPA, or equivalent career experience
The expected base salary range for this position is $75K - $85K, plus performance base bonus. This position is eligible to participate 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Listed by Vestwell for a position based in the United States. Employers on this board attest they are hiring domestically.
Staff Software Engineer
Vestwell · United States
Pay
$185k–200k
Setting
On-site
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
Who Are We Looking For?
The Engineering team is seeking an experienced Staff Software Engineer, with experience in Product feature development and Architecture who can be effective on all levels of our Engineering stack, and is willing to play all necessary roles such as architect, tech lead, code reviewer, Agile coach, and mentor.
In short, we want to bring experienced Engineers in to make key decisions regarding technology, architecture, and software.
You’re a great fit for our team if you can balance detail-oriented tasks with long term strategy and scale initiatives. Most of all, you must be passionate about what you create and about the impact it can have. That matters to us, a lot.
Responsibilities
The Necessities
The expected base salary range for this position is $185K - $200K 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
To learn more, visit vestwell.com
Who Are We Looking For?
The Engineering team is seeking an experienced Staff Software Engineer, with experience in Product feature development and Architecture who can be effective on all levels of our Engineering stack, and is willing to play all necessary roles such as architect, tech lead, code reviewer, Agile coach, and mentor.
In short, we want to bring experienced Engineers in to make key decisions regarding technology, architecture, and software.
You’re a great fit for our team if you can balance detail-oriented tasks with long term strategy and scale initiatives. Most of all, you must be passionate about what you create and about the impact it can have. That matters to us, a lot.
Responsibilities
- Create and maintain optimal software supporting Product initiatives and features using Typescript
- Establish and enforce best practices in code to build sophisticated software that adheres to common programming principles
- Work with stakeholders including the Executive, Product and Operations teams to support their Product development needs
- Review requirements and translate into an executable development plan, breaking down projects to enable iterative and agile implementation
- Provide production support and train junior engineers
- Proactively drive the vision for architecture and design across multiple product verticals
- Manage the delivery of high impact development solutions
The Necessities
- 5+ years of experience as a Software Engineer
- Experience with Typescript and Node.js
- Experience with Python
- Proficiency with AI tools such as Claude and Cursor
- Experience scaling and managing 3+ person teams
- Advanced knowledge Agile practices
- Extensive development experience
- Experience mentoring more junior engineers
- Experience with relational databases
- Data Architecture experience
- Experience with AWS cloud services
- Ability to triage and assign work
- Has experience working with and leading remote contractors
- Demonstrated experience with Software Architecture and Design
- Experience working with and supporting cross functional teams
- Extensive use of Git, preferably Github
- Fintech experience
- Startup experience
- Building pipelines in Jenkins
The expected base salary range for this position is $185K - $200K 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Listed by Vestwell for a position based in the United States. Employers on this board attest they are hiring domestically.
Associate, Sales Operations
Vestwell · New York, NY, USA
Pay
$60k–75k
Setting
On-site
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
Who Are We Looking For?
We are looking for a highly organized, detail-oriented Sales Operations Analyst to support Vestwell’s commercial engine across the full sales lifecycle — from contract execution through post-sale changes and ongoing data integrity.
This role sits at the center of Sales, Revenue Operations, Legal, Finance, and Customer teams, acting as a trusted operational partner that keeps deals moving, data clean, and processes running smoothly. The ideal candidate is comfortable operating in a fast-paced, high-volume environment, enjoys jumping into ad-hoc requests, and takes pride in precision, follow-through, and operational excellence.
What Will You Be Doing?
You will be responsible for supporting core sales operations workflows with a strong emphasis on contracting desk execution, in-flight and ad-hoc sales funnel support, post-sale change management, and ongoing CRM data hygiene. Your work will help ensure that deals close efficiently, downstream teams have accurate information, and leadership can trust the data powering decisions.
You will partner closely with Sales, Legal, Finance, Revenue Operations, and Customer teams to resolve issues, unblock deals, and maintain a high-quality system of record as Vestwell continues to scale.
Day-to-Day, You May Also Be Expected To
Contracting Desk Support
The Necessities
The expected base salary range for this position is $60K - $75K 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
To learn more, visit vestwell.com
Who Are We Looking For?
We are looking for a highly organized, detail-oriented Sales Operations Analyst to support Vestwell’s commercial engine across the full sales lifecycle — from contract execution through post-sale changes and ongoing data integrity.
This role sits at the center of Sales, Revenue Operations, Legal, Finance, and Customer teams, acting as a trusted operational partner that keeps deals moving, data clean, and processes running smoothly. The ideal candidate is comfortable operating in a fast-paced, high-volume environment, enjoys jumping into ad-hoc requests, and takes pride in precision, follow-through, and operational excellence.
What Will You Be Doing?
You will be responsible for supporting core sales operations workflows with a strong emphasis on contracting desk execution, in-flight and ad-hoc sales funnel support, post-sale change management, and ongoing CRM data hygiene. Your work will help ensure that deals close efficiently, downstream teams have accurate information, and leadership can trust the data powering decisions.
You will partner closely with Sales, Legal, Finance, Revenue Operations, and Customer teams to resolve issues, unblock deals, and maintain a high-quality system of record as Vestwell continues to scale.
Day-to-Day, You May Also Be Expected To
Contracting Desk Support
- Act as a primary point of support for contract generation, review coordination, redlines, execution tracking, and deal documentation.
- Ensure contract details align with approved pricing, terms, and internal policies.
- Partner with Legal, Finance, and Sales to resolve contract-related issues and exceptions.
- Support active opportunities by resolving data gaps, routing issues, and process blockers.
- Assist sales teams with opportunity updates, stage hygiene, and accuracy during live deal cycles.
- Provide on-demand reporting or data pulls to support pipeline reviews and leadership requests.
- Manage post-sale changes such as amendments, pricing updates, plan changes, or account structure updates.
- Coordinate across Sales, Customer Success, Finance, and Operations to ensure post-sale changes are accurately reflected in Salesforce and downstream systems.
- Maintain documentation and auditability of all post-sale modifications.
- Perform regular and ad-hoc data hygiene reviews across accounts, contacts, opportunities, and contracts.
- Identify and remediate data quality issues including duplicates, missing fields, misaligned ownership, and outdated records.
- Support bulk data cleanup efforts using Salesforce tools and data loader as needed.
- Respond to ad-hoc requests from Sales Operations and Revenue Operations leadership.
- Assist with process documentation and continuous improvement of sales workflows.
- Support system access, user provisioning, and basic Salesforce configuration requests as needed.
- Assisting with partnership intake, contracting logistics, and maintaining accurate Salesforce partner records.
- Helping review and clean partner data, update reporting/dashboards, and track key partnership KPIs.
- Contributing to process documentation and pitching in on deal desk contracting during peak periods.
The Necessities
- Bachelor’s degree or equivalent professional experience.
- 2–3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role.
- Hands-on experience with Salesforce CRM.
- Strong attention to detail and comfort managing high-volume, transactional work.
- Ability to manage multiple requests simultaneously while maintaining accuracy and responsiveness.
- Strong communication and follow-up skills, especially when working cross-functionally.
- Proficiency in Excel / Google Sheets and basic reporting.
- Comfort working in a fast-paced, evolving environment.
- Experience supporting a deal desk or contracting workflow.
- Familiarity with post-sale change management processes.
- Salesforce Admin experience or certification.
- Prior experience supporting sales teams directly.
- Exposure to financial services, fintech, or private markets.
- Experience with data cleanup, enrichment, or CRM governance initiatives.
The expected base salary range for this position is $60K - $75K 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Listed by Vestwell for a position based in the United States. Employers on this board attest they are hiring domestically.
Senior Content Strategist
Vestwell · New York, NY, USA
Pay
$105k–120k
Setting
On-site
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
Who Are We Looking For?
Vestwell's Marketing team is seeking an experienced Senior Content Strategist to help us define content strategy and create compelling copy, with a focus on our government partner channel. This role will report to the Senior Manager, Brand Marketing, and will be an integral part of the Vestwell Marketing team. If you're energized by the challenge of making complex financial and policy topics feel clear and compelling, we'd love to meet you.
What Will You Be Doing?
The Necessities
The expected base salary range for this position is $105K - $120K 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
To learn more, visit vestwell.com
Who Are We Looking For?
Vestwell's Marketing team is seeking an experienced Senior Content Strategist to help us define content strategy and create compelling copy, with a focus on our government partner channel. This role will report to the Senior Manager, Brand Marketing, and will be an integral part of the Vestwell Marketing team. If you're energized by the challenge of making complex financial and policy topics feel clear and compelling, we'd love to meet you.
What Will You Be Doing?
- Own the content strategy for Vestwell's government partner channel, driving planning, execution, and optimization with a high degree of autonomy.
- Become the internal subject matter expert on government savings programs, developing deep knowledge of policy, regulations, and partner needs to inform content strategy.
- Create compelling, on-brand content across a variety of formats, including email campaigns, landing pages, white papers, thought leadership, web content, sales enablement materials, and more.
- Manage the editorial calendar for government program communications, ensuring content is strategically planned, prioritized, and delivered on time.
- Define content KPIs, measure performance, and use insights to continuously improve content strategy and effectiveness.
- Collaborate closely with internal and external stakeholders to ensure content supports broader business objectives.
- Contribute to broader marketing initiatives and support the Content team on cross-functional projects as needed.
The Necessities
- 5+ years of experience in content strategy, content marketing, or copywriting, preferably in financial services, fintech, and/or government-related industries.
- Exceptional writing and editing skills, with a portfolio demonstrating strategic thinking and experience across multiple content formats and audiences.
- Strong organizational and project management skills, with the ability to manage multiple priorities and stakeholders simultaneously.
- Experience creating content across channels, including web, email, thought leadership, and long-form assets.
- Experience using CMS platforms like Hubspot, Sanity, and other digital publishing tools.
- A collaborative, entrepreneurial mindset with the flexibility to adapt to evolving business priorities.
- Experience with SEO, AEO, and digital content optimization.
- Experience developing and managing end-to-end content strategies and editorial calendars.
- Experience creating both thought leadership and technical product marketing content.
- Familiarity with financial products or regulated industries.
- Experience writing for multiple audiences, including government agencies, employers, financial advisors, and consumers.
The expected base salary range for this position is $105K - $120K 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Listed by Vestwell for a position based in the United States. Employers on this board attest they are hiring domestically.
Software Engineer
Vestwell · Austin, TX, US
Pay
$140k–155k
Setting
On-site
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
Who Are We Looking For?
The Engineering team is seeking a passionate technologist who is looking to grow their career in Technology and Engineering.
You’re a great fit for our team if you can balance detail-oriented tasks with long term strategy, if you are adaptable and willing to take ownership over a vertical slice of a product, partner with non-technical operational teams to understand and solve their problems, and if you are looking to contribute to the culture of a high growth startup.
Day To Day, You May Also Be Expected To
The Necessities
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. 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
To learn more, visit vestwell.com
Who Are We Looking For?
The Engineering team is seeking a passionate technologist who is looking to grow their career in Technology and Engineering.
You’re a great fit for our team if you can balance detail-oriented tasks with long term strategy, if you are adaptable and willing to take ownership over a vertical slice of a product, partner with non-technical operational teams to understand and solve their problems, and if you are looking to contribute to the culture of a high growth startup.
Day To Day, You May Also Be Expected To
- Work with Engineering and Product teams to integrate Vestwell’s systems with third party data and services.
- Collaborate closely with other Engineers and the rest of the Vestwell team to determine architecture and design for SaaS integrations.
- Orchestration of data transfers and synchronization across multiple internal and external systems.
- Monitor and support our third-party system integrations.
The Necessities
- Experience with Typescript, Node.js and NestJS.
- Experience with SQL-based databases
- Unit testing experience and knowledge of TDD
- Experience implementing service oriented systems
- Expertise with Git
- Knowledge of AWS services.
- Understanding of Agile practices such as Scrum and Kanban
- 2+ years of experience as a Software Engineer
- Experience using the React framework, HTML, and CSS
- An understanding of SRE best practices, such as post-mortems, logging, and alerting
- Experience with CI/CD and automation pipelines using Jenkins
- Knowledge of financial systems
- CS Degree
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. 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Listed by Vestwell for a position based in the United States. Employers on this board attest they are hiring domestically.
Software Engineer
Vestwell · New York, NY, USA
Pay
$140k–155k
Setting
On-site
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
Who Are We Looking For?
The Engineering team is seeking a passionate technologist who is looking to grow their career in Technology and Engineering.
You’re a great fit for our team if you can balance detail-oriented tasks with long term strategy, if you are adaptable and willing to take ownership over a vertical slice of a product, partner with non-technical operational teams to understand and solve their problems, and if you are looking to contribute to the culture of a high growth startup.
Day To Day, You May Also Be Expected To
The Necessities
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. 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
To learn more, visit vestwell.com
Who Are We Looking For?
The Engineering team is seeking a passionate technologist who is looking to grow their career in Technology and Engineering.
You’re a great fit for our team if you can balance detail-oriented tasks with long term strategy, if you are adaptable and willing to take ownership over a vertical slice of a product, partner with non-technical operational teams to understand and solve their problems, and if you are looking to contribute to the culture of a high growth startup.
Day To Day, You May Also Be Expected To
- Work with Engineering and Product teams to integrate Vestwell’s systems with third party data and services.
- Collaborate closely with other Engineers and the rest of the Vestwell team to determine architecture and design for SaaS integrations.
- Orchestration of data transfers and synchronization across multiple internal and external systems.
- Monitor and support our third-party system integrations.
The Necessities
- Experience with Typescript, Node.js and NestJS.
- Experience with SQL-based databases
- Unit testing experience and knowledge of TDD
- Experience implementing service oriented systems
- Expertise with Git
- Knowledge of AWS services.
- Understanding of Agile practices such as Scrum and Kanban
- 2+ years of experience as a Software Engineer
- Experience using the React framework, HTML, and CSS
- An understanding of SRE best practices, such as post-mortems, logging, and alerting
- Experience with CI/CD and automation pipelines using Jenkins
- Knowledge of financial systems
- CS Degree
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. 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Listed by Vestwell for a position based in the United States. Employers on this board attest they are hiring domestically.
Sales Development Representative (SDR)
Vestwell · New York, United States, US
Pay
$55k–60k
Setting
On-site
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
Who Are We Looking For?
At Vestwell, We Know That The Key To Growth Is a High-performing Sales Team. That’s Why We’re Seeking a Qualified Sales Development Representative (SDR) To Find And Screen Potential Customers Who Could Benefit From Our Range Of Financial Wellness Products And Services. As The First Line Of Communication With a Prospect, The Ideal SDR Has a Strong Understanding Of The Sales Methodology And Excels At
What Will You Be Doing?
The Necessities
The expected base salary range for this position is a minimum of $55K - $60K, plus performance based variable. 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
To learn more, visit vestwell.com
Who Are We Looking For?
At Vestwell, We Know That The Key To Growth Is a High-performing Sales Team. That’s Why We’re Seeking a Qualified Sales Development Representative (SDR) To Find And Screen Potential Customers Who Could Benefit From Our Range Of Financial Wellness Products And Services. As The First Line Of Communication With a Prospect, The Ideal SDR Has a Strong Understanding Of The Sales Methodology And Excels At
- Engaging new clients through high volume calls and call cadences
- Driving qualification, urgency and intent
- Creating effective sales meetings for sales closers that optimize prospect conversion
What Will You Be Doing?
- Represent the company’s products and services & deliver Vestwell’s value proposition to new prospects, including both financial advisors and business owners.
- Qualify prospects, build intent & generate new meetings for sales through outbound calling.
- Manage and maintain a pipeline of interested prospects and engage sales leaders in next steps.
- Own your personal growth and development as a Vestwell sales representative by learning the financial services industry, Vestwell’s range of financial wellness solutions, and the mechanics of a modern sales process.
- Ability to utilize Salesforce & Salesloft to manage lead lists.
- Understanding the Vestwell partnerships.
- Understanding the products and services Vestwell offers.
- Master talk tracks and ability to qualify prospects.
- Identify the needs of prospects, and suggest appropriate products or services.
- Set up meetings for prospects with field sales representatives.
- Report to sales manager with weekly, monthly, and quarterly results.
The Necessities
- 1 or more years of experience in sales, with a track record of exceeding lead targets.
- Strong communication skills via phone and email.
- Proven, creative problem-solving approach and strong analytical skills.
- Displays self-motivation for sales coaching and development.
- Strong desire and ability to move up within a sales organization.
- Bachelor’s degree (or equivalent) or at least five years of relevant work experience.
- Experience as a sales development representative, with a track record of achieving & exceeding sales quotas.
- Proficiency with Salesforce, Salesloft, or other CRM software.
- Financial services &/or small business sales experience.
The expected base salary range for this position is a minimum of $55K - $60K, plus performance based variable. 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.
Our 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.
OUR 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.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Listed by Vestwell for a position based in the United States. Employers on this board attest they are hiring domestically.
Select a role
The full posting opens here — pay, setting and the full description, without leaving the list.