---
title: 'Senior Associate, Account Manager at Vestwell'
canonical: 'https://feeny.ai/job/senior-associate-account-manager-vestwell-new-york-4n7ee7fmra5p'
type: 'job'
last_seen: '2026-10-18'
---

# Senior Associate, Account Manager at Vestwell

- **Company:** Vestwell
- **Location:** New York, NY / Austin, TX / King of Prussia, PA / Scottsdale, AZ
- **Posted:** 2026-10-16
- **Last confirmed live:** 2026-10-18
- **Apply:** https://job-boards.greenhouse.io/vestwell/jobs/8035560003

## Job description

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

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](http://vestwell.com/)

Who Are We Looking For?

We are looking for a dynamic and experienced Account Manager to join our team. The Account Manager will be responsible for retaining our top ARR clients & pooled plans and providing exceptional service to ensure client satisfaction and loyalty. Successful candidates will be responsible for supporting incoming employer plan inquiries, change orders, proactive outreaches, ongoing client reviews, and supporting multiple cross-functional teams across the organization.  In addition, the Account Manager will have the flexibility to jump into other service teams and provide coverage and support as needed.

Our mission-driven service teams are often the first point of contact for customers, so we are interested in hiring individuals with a passion for providing memorable client experiences with the ability to make quick and accurate decisions. As a Vestweller, you are a dynamic individual who will work cross-functionally across teams to communicate and facilitate resolutions for any client satisfaction issues.

What Will You Be Doing?

As a Senior Associate, Employer Services Account Manager, you will act as a strategic, independent contributor responsible for managing and growing high-value employer client relationships. This is role requires sound judgment, strategic thinking, and autonomy to resolve complex plan and service issues. You will serve as a trusted advisor to clients while collaborating cross-functionally to deliver a seamless, high-quality service experience.

Your responsibilities will include, but are not limited to:

- Client Relationship Management: Independently manage and retain relationships with top ARR clients and pooled plans across Vestwell platforms, addressing post-onboarding needs such as plan design changes, year-end testing, education, and ongoing inquiries.
- Strategic Advisory: Work closely with clients to understand business goals and challenges, identifying opportunities to introduce additional Vestwell products and solutions.
- Cross-Functional Collaboration: Partner with internal teams—including Product, Operations, and Legal & Compliance—to resolve complex client issues, escalate when appropriate, and ensure client needs are met efficiently.
- Proactive Outreach & Service Optimization: Conduct proactive outreach to identify service gaps, platform opportunities, and relay the voice of the client to internal stakeholders.
- Process & Playbook Development: Design and document account management processes, playbooks, and resources to improve operational efficiency and support team growth.
- Problem Solving & Escalation Management: Handle escalated complaints, troubleshoot complex issues, recommend solutions, and coordinate with Legal and Compliance when necessary.
- Client Communication & Trust-Building: Serve as the primary point of contact for inbound client inquiries, communicating clearly, professionally, and empathetically to foster long-term relationships.
- Documentation & Reporting: Maintain accurate records of client interactions, service tickets, and account updates in internal systems to ensure transparency, continuity, and audit readiness.
- Service Level Adherence & Workload Management: Prioritize and manage workload effectively, meeting client-facing and internal Service Level expectations while exercising independent judgment.

## Requirements

The Necessities:

- College degree and/or equivalent customer service experience
- 2-4 years of retirement industry experience, preferred
- Team mentality and the ability to multitask while attending to a high volume of incoming inquiries
- Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications
- Strong commitment to superior customer service
- Positive and proactive attitude
- Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office
- Excellent attention to detail and accuracy, proficient with numbers and basic calculations

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote.

The expected base salary range for this position is $60K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. Employee Benefits We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview 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](http://vestwell.com/) is not our Recruitment team.

Vestwell’s [Privacy Policy.](https://www.vestwell.com/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.](https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing&ouid=111643980444675168924&rtpof=true&sd=true)

## About Vestwell

## Company Overview
- **One-liner**: Vestwell is a financial technology platform that powers workplace savings programs including retirement, education, emergency, and disability savings for individuals, employers, financial advisors, and government agencies.
- **Entity Type**: Private (Series E)
- **Headquarters**: 360 Madison Avenue, New York, New York 10017, United States
- **Founded**: 2016
- **Founders**: Not publicly available from search results

## Core Business
- **Primary industry/industries**: Financial technology (Fintech), Workplace savings, Retirement services
- **Target customers**: B2B – financial advisors, employers (small to large), payroll providers, financial institutions, government agencies; B2C – individual savers
- **Mission or purpose statement**: To close the savings gap and build a culture of financial wellness for all.

## Products & Services
- **Retirement Plans (401(k), Safe Harbor 401(k), State Auto IRA)**: Workplace-delivered retirement savings plans with automated payroll sync, compliance, and administration.
- **Student Loan Repayment**: Employer benefit that helps employees pay off student loans faster, often integrated with retirement savings.
- **529 Education Savings**: Tax-advantaged accounts for future education costs.
- **ABLE Disability Savings**: Savings accounts designed for individuals with disabilities, offering tax advantages.
- **Emergency Savings**: Accounts for unexpected expenses, often offered as an employer benefit.
- **Tuition Reimbursement**: Employer benefit for education expenses.
- **White-Labeled Partnership Solutions**: Co-branded portals for advisors, flexible investment options, and integrated compliance support.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total Funding – $625M raised (last round: $385M Series E ~1 year ago)
- **Notable Investors/Partners**: Blue Owl Capital, SLW, Morgan Stanley, HarbourVest Partners, TIAA Ventures, and 31+ other investors.
- **Growth Signals**: 
  - Powers over 85% of government retirement savings programs.
  - 2M+ active savers, 500K+ businesses enabled, $50B+ assets saved across all 50 states.
  - Recognized on CNBC’s World’s Top Fintech Companies, Inc. 5000 (fastest-growing), Forbes America’s Best Startup Employers, Built In’s Best Places to Work, PLANSPONSOR’s Top 10 Recordkeepers.

## Competitive Advantages
- Trusted infrastructure: Backs over 85% of state-run retirement programs.
- Comprehensive, unified platform covering retirement, education, emergency, and disability savings.
- Multilingual, mobile-first design focused on financial equity and underserved populations.
- Deep integrations with 190+ payroll providers and automated compliance at scale.

## Strategic Focus
- Continue expanding the suite of workplace savings products (student loan, emergency, ABLE, 529).
- Scale government partnerships and white-label offerings for advisors and financial institutions.
- Drive financial inclusion through accessible, multilingual technology.
- Invest in AI and engineering talent to personalize and modernize the savings experience.

## Why Work Here
- **Culture**: Hybrid work environment with offices in New York, Austin, King of Prussia, and Scottsdale. Typical on-site expectation is 4 days per week; remote program also offered.
- **Perks**: Competitive health coverage, generous vacation and safe/sick time, paid parental leave, strong 401(k) plan, employee wellbeing committee, and a focus on learning & development.
- **Engineering culture**: Emphasis on innovation, taking on complex challenges, and acting like an owner. 160 product + tech employees out of ~500 total.
- **Values**: “Act like an owner,” “Embrace the difficult,” “Look for the better way,” and “Help me, help you, help us.”

## Sources
1. [vestwell.com](https://vestwell.com/)
2. [greenhouse.io – Vestwell Careers](http://job-boards.greenhouse.io/vestwell)
3. [cbinsights.com – Vestwell Profile](https://www.cbinsights.com/company/vestwell)
4. [builtin.com – Vestwell Profile](https://builtin.com/company/vestwell)

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