Director, Relationship Management

• A myriad of experience in a client-facing Retirement/Wealth Management/ Advisory, or as a Customer Success/ Relationship Manager
• Able to understand and translate business goals into actionable and measurable initiatives
• Experience in building relationships and garnering trust with executive decision makers and influencers
• An understanding of government services, the financial industry, or financial service technologies
• Capable of working collaboratively across multiple organizations
• Comfortable with managing escalations and executing on success plans
• Self-starter who is extremely organized and detail oriented strategic and outside of the box thinker
• Strategic problem-solving skills
• Strong organizational, analytical, and prioritization skills
• Excellent written and verbal communication skills
• Strong skills with Office suite, including excel and PowerPoint

• Basic knowledge of project management, client onboarding experience including setting targets, KPIs, and reporting progress
• Understanding and knowledge of state-administered Auto-IRA programs or experience working with other state programs, including governing boards and staff

This role will be based in Vestwell’s New York office, and will be part of Vestwell's hybrid in-office operation.

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.

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 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.