Director, Relationship Management

Vestwell is the financial technology company powering the new savings economy. Our 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 over 2M active savers, with over $50B in assets saved across all 50 states.  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?

State Auto-IRA programs have been expanding across the country as a way to increase access to retirement savings accounts for millions of private-sector workers. Vestwell currently supports 15 different state programs and is looking for a Relationship Manager to work with our State Retirement Auto-IRA Programs Relationship Management team. At a high level, we’re looking for someone who has great communication and problem-solving skills, a proven ability to juggle multiple priorities at once, and an interest in being a part of this new and innovative public-private partnership to expand retirement access .  What Will You Be Doing?

The Vestwell Government Savings Auto IRA team is responsible for ensuring that our clients are continuously receiving and recognizing value from the retirement platform that we are building. You will work closely with state clients to understand their business objectives and develop success plans that enable Vestwell to meet those objectives. The Auto IRA Relationship Manager will support existing State Retirement Auto-IRA Program clients to ensure execution on agreed upon deliverables, ongoing alignment of business objectives, and that our state clients are continuously receiving and recognizing value from the retirement platform we offer.

This individual will collaborate with the team in the development of success plans that enable Vestwell to meet our Auto IRA goals. This role will provide an opportunity to experience the entire ecosystem of State Program Relationship Management - from business development, to product ideation, to implementation, and ongoing support. Day-to-Day, You May Also Be Expected To: Lead the relationship with some of our State partners, serving as their point person for Vestwell’s program administration of State Auto-IRA Programs Conduct regular State client meetings, proactively identifying risks and mitigations of issues as they arise, to ensure the successful delivery of our solutions according to clients’ needs and objectives Collaborate cross-functionally with Product, Engineering, Marketing, Technology, Finance, Operations, and Legal teams to communicate and ensure we meet the needs, SLAs, and adherence to all requisite State Program administration requirements (e.g.

introducing new product features, coordinating program launch strategies, managing response to escalated issues, etc.) Ensure implementation of ongoing relationship strategies and initiatives are optimized to enable teams to achieve its State Plan launch and ongoing administration goals  Design and execute success plans to optimize client relationships, adoption, and satisfaction with Vestwell Communicate with clients regularly through email, phone, online presentations, screen share and in-person meetings to understand their current needs and ongoing requirements Develop and maintain subject matter expertise on our products and services and industry compliance requirements to provide timely, professional, and knowledgeable customer support Assisting Sales/Operations teams with RFP responses for new state program opportunities Requirements The Necessities 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 buil