Job Specifications
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 350,000 businesses and nearly 1.5 Million active savers, with over $30 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
Who Are We Looking For?
The Partner Activation Associate will be responsible for owning the operational setup and coordination of new partnerships across National Sales, TPA, and Special Markets channels. Reporting to our VP of National Sales, this role ensures that partnership launches are executed seamlessly and efficiently.
The Partner Activation Associate will support sales representatives by coordinating directly with operational teams—including Sales Ops, Deal Desk, Rev Ops, Billing, Investment Operations, and others—so that senior sales leaders can remain focused on driving new sales and managing client relationships.
The Associate will also assist with managing and organizing the partnership pipeline, hosting regular review calls to ensure visibility, accountability, and alignment across all internal teams involved in partnership execution.
What Will You Be Doing?
Maintain and organize the partnership pipeline to ensure visibility, timely execution, and cross-team alignment.
Host monthly partnership review calls to review pipeline status, priorities, and upcoming launches with internal stakeholders.
Coordinate with cross-functional teams—including Sales Ops, Deal Desk, Rev Ops, Investment Ops, Billing, and others—to execute the setup of new partnerships
Serve as the internal project manager for partnerships that fall outside the scope of the Project Management team.
Support sales representatives by handling operational setup and administrative coordination, reducing the need for senior leaders to engage in internal calls.
Ensure all operational dependencies are completed and tracked for a seamless partner onboarding experience.
Work across a wide range of partnership types, including:
Regional bank and payroll partnerships (e.g., Nicolet)
TPAs
Regional broker-dealers
Block plan conversions
MEAPs and other special market deals
Requirements
The Necessities
Highly motivated early-career professional; prior project management or operations experience a plus but not required.
Bachelor’s degree or equivalent; recent graduates encouraged to apply.
Strong organizational skills and ability to manage multiple workstreams simultaneously.
Familiarity with Salesforce and/or Asana a plus.
Excellent communication and coordination skills, with the ability to manage multiple stakeholders across functions.
Detail-oriented self-starter with a proactive mindset and problem-solving ability.
Interest in financial services and partnerships preferred, but industry background is not required.
This role will be based in our New York City office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $65K - $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 New York 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 lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with
About the Company
Vestwell is a leading fintech platform powering the new savings economy for millions of businesses and people. Headquartered in New York City, the company transforms access to essential financial wellness and savings programs to close the savings gap. As an extension of its partners, Vestwell enables a suite of programs focused on the most critical aspects of one's financial future, including retirement, healthcare, disability, and education needs - such as 401(k), 403(b), IRA, 529 College, ABLE disability, and Emergency Sav...
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