Job summary
Job post source
This job is directly from Vestwell
Job overview
The Solutions Consultant role at Vestwell focuses on driving operational efficiency and strategic alignment between client-facing and backend teams to enhance the company's fintech platform for retirement and savings products.
Responsibilities and impact
The role involves managing cross-functional partnerships, developing scalable operational processes, maintaining a solution roadmap, optimizing systems and processes, ensuring governance and documentation standards, and leveraging data analytics to improve business performance.
Compensation and benefits
The base salary range is $80K - $90K with eligibility for company bonus pool and new hire equity; benefits include competitive health coverage, generous vacation, a 401(k) plan, and a hybrid work policy at their NYC office.
Experience and skills
Candidates need proven experience in business operations or systems strategy, strong communication and stakeholder management skills, data-driven decision-making ability, and preferably experience in retirement or financial services; knowledge of ERISA and agile frameworks is a plus.
Career development
The company encourages continuous learning and growth in technical and soft skills, with opportunities to level up industry and regulatory knowledge supporting career advancement.
Work environment and culture
Vestwell promotes a collaborative, innovative, and high-growth environment with a focus on health and wellness, offering a bright, comfortable hybrid office setting in Midtown Manhattan.
Company information
Vestwell is a NYC-based fintech company specializing in retirement, education, and healthcare savings platforms, serving over 350,000 businesses and 1.5 million savers with $30 billion in assets across the U.S.
Team overview
The Solutions Consultant will join the Solution Management team, which acts as a bridge between client-facing and operational teams, focusing on data-driven initiatives and scalable processes to support business goals.
Job location and travel
This position is based in Vestwell's Midtown Manhattan headquarters with a hybrid in-office work model.
Application process
The hiring process includes initial conversations, skill or experience screens, panel interviews, and reference checks, with all recruitment communications coming from recruiting@vestwell.com.
Unique job features
The role uniquely combines strategic partnership, operational strategy, and data analytics within a fintech environment focused on scalable and repeatable processes for client and partner success.
Company overview
Vestwell is a financial technology company specializing in modernizing workplace retirement plans. They provide a digital platform that streamlines the process of managing 401(k) and 403(b) plans for employers, financial advisors, and employees. Vestwell makes money through service fees charged to plan sponsors and asset-based fees from managed assets. Founded in 2016, the company has quickly gained traction by addressing inefficiencies in the retirement planning industry and securing significant investments to fuel its growth.
How to land this job
Tailor your resume to highlight your experience in business operations, process optimization, and systems strategy, emphasizing leadership roles and cross-functional collaboration relevant to Vestwell's Solution Management team.
Focus on showcasing your ability to translate complex business challenges into actionable system improvements, your data-driven decision-making skills, and your experience managing stakeholder relationships across diverse departments.
Apply through multiple channels including Vestwell's corporate careers page and LinkedIn to maximize your application visibility and ensure you don’t miss opportunities.
Connect with current Vestwell employees in the Solution Management or related operational teams on LinkedIn; use ice breakers like commenting on recent Vestwell product launches, asking about their experience with the company's hybrid work culture, or inquiring how they align operational strategies with business goals.
Optimize your resume for ATS by incorporating keywords from the job description such as 'process optimization,' 'cross-functional initiatives,' 'data-driven insights,' 'stakeholder engagement,' and 'operational efficiency' to ensure your resume passes automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and skill development.
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