Vestwell jobs

Vestwell seeks an experienced SDR/sales representative to identify and convert new business through financial advisors, managing a full sales cycle in assigned territories (New York or Austin). The role emphasizes lead prospecting, pipeline development, and quota attainment using MEDDPICC methodology, reporting to the Director of Internal Sales & Strategy. Compensation and location flexibility not specified; onsite presence in NY or Austin appears required.

Senior Associate, Account Manager at Vestwell is an employer services account management role managing retention and relationships for top-tier retirement/benefits platform clients. The position involves customer relationship ownership, cross-functional collaboration, identifying expansion opportunities, and creating operational playbooks. Located in New York, Austin, or King of Prussia, it is a customer-facing account management and service delivery role rather than strategy or program management.

Vestwell seeks a Senior Associate in Program Management to drive tactical efficiency and operational strategy across business units. Responsibilities include strategic stakeholder engagement, systems strategy, roadmap development, process optimization, and data-driven decision-making. The role serves as connective tissue between client-facing and operational teams, ensuring scalable processes and reliable timelines. Based onsite in New York, NY.

Senior Manager, Program Management at Vestwell (fintech, $50B AUM) across NY/Austin/Scottsdale, focused on strategic partnership, operational process design, roadmap prioritization, and cross-functional PMO governance. Requires onsite presence in one of three locations.

Senior Brand Designer role at Vestwell (fintech, $50B AUM) responsible for brand strategy, creative concepting, design systems, and marketing collateral across print, digital, and physical channels. Located in New York, NY. This is a creative/design leadership position focused on visual branding and campaign execution, not software engineering.

Vestwell, a NYC-based fintech platform managing over $30 billion in savings across retirement, education, and healthcare products, is hiring a Finance Manager to serve as a financial partner to go-to-market teams. The role involves delivering business intelligence and insights on operational efficiency and profitability, leading annual sales budgeting and commission processes, owning KPI dashboards, and handling FP&A deliverables including monthly reconciliations and variance analysis. The position requires a Bachelor's degree in Accounting, Finance, or Economics plus 5 years of post-degree experience as a Financial Analyst in FinTech, Tech, or Financial Services with US GAAP and Salesforce expertise, along with a valid CPA license. The salary is $169,541 annually for a Monday–Friday, 9am–5pm role at the Midtown Manhattan headquarters with one day per week remote flexibility. Vestwell offers competitive health coverage, generous vacation, and a 401(k), with hybrid office options across multiple locations.

Coordinator, Client Services at Vestwell, based in one of three on-site locations (Austin, TX; King of Prussia, PA; or Scottsdale, AZ). Handles inbound customer calls/emails, troubleshoots client issues, manages expectations, and collaborates cross-functionally to resolve service gaps. Function is customer support/client success, not software engineering.

Vestwell, a NYC-based fintech platform serving over 1.5 million savers with $30+ billion in assets, is hiring a Senior Manager to lead their 529 and ABLE Service Center team. You'll directly manage approximately 10 coordinators, own operational efficiency metrics (funded accounts-to-FTE ratio), develop team talent into supervisory roles, and advocate for product enhancements grounded in service data. The role requires 4–7 years leading service or operations teams in a regulated environment, demonstrated ability to improve operational efficiency with concrete examples, strong analytical and communication skills, and comfort building process in ambiguous spaces; product team collaboration experience is essential. Compensation is $95K–$105K base with bonus eligibility and new-hire equity, and the position is based in Scottsdale with a hybrid in-office model. Notable: this is a data-driven operational leadership role that sits at the intersection of people management, efficiency improvements, and cross-functional influence with the product team—ideal for someone energized by building scalable operations in fintech.

Vestwell is hiring a Director of Product Marketing in New York to lead product marketing strategy, develop positioning, and drive awareness for new product launches. The role involves team leadership, collateral creation, product launch planning, and sales enablement in the fintech/retirement savings space. This is a marketing leadership position, not software engineering.

Vestwell, a NYC-based fintech powering retirement, education, and healthcare savings across 1.5M users and $30B in assets, is hiring a Staff Software Engineer to lead product feature development and architecture across their engineering stack. You'll establish best practices, mentor junior engineers, drive architectural vision across product verticals, and collaborate with executive, product, and operations teams—balancing detail-oriented work with long-term strategy on complex scaling initiatives. You need 5+ years as a software engineer with deep expertise in Typescript and Node.js, Python, AWS, relational databases, data architecture, and demonstrated experience scaling and leading 3+ person teams; proficiency with AI tools like Claude and Cursor, Git/Github, and Agile practices are essential, plus experience mentoring engineers and working with remote contractors. The role offers $185K–$200K base salary plus bonus and new-hire equity, with hybrid work split between NYC and Austin offices. Fintech or startup experience is a strong plus, and the company emphasizes a transparent hiring process with references checks before final offers.