Associate, Platform & Process Improvement

Associate, Platform & Process Improvement

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.

We are looking for an Associate to join the Platform and Process Improvement Team to help us communicate, monitor, and move data as efficiently as possible while providing excellent support for our internal teams. Like most platforms, we are only as good as the data we have and we are looking for an analytical, solutions-oriented associate to scale the team's ability to build and support processes for our recordkeeping operations. This role will report to the Senior Manager of Platform and Process Improvements and partner with our development and product teams to build and maintain our business processes as we scale.

As an ideal candidate, you are tech-savvy and can probably do almost anything in Excel. More importantly, you're thrilled by the challenge of understanding a new problem and figuring out ways to improve processes and workflows. You enjoy supporting automation between platforms to reduce manual work and increase productivity.

What Will You Be Doing?

Day-to-day you will be expected to :

• Focus on establishing best practices that enable the teams we support to effectively prioritize and deliver on SLAs
• Collaborating with Product and Development teams to resolve blockers and drive initiatives that ensure day-to-day workloads are scalable and processes are running efficiently
• Managing external communication streams with Vestwell's enterprise initiatives; driving a tactical approach to troubleshooting and resolving issues in conjunction with liaising with our partners
• Creating new and managing existing processes, templates, team workflow tools, and organizational tools
• Partake in case studies and auditing team processes and performance to ensure adherence to compliance requirements
• Backlog and blocked item grooming for team; escalating cross-collaboratively with product / dev for resolution
• Act as a point of escalation for internal communication streams with Vestwell's teams; leading a tactical approach to the resolution of the issue in conjunction
• Reporting on metrics, performance, and team capacity planning to support department initiatives at the executive level
• Evaluate and make recommendations on improvements to the workflow that will enable scalability through improved operational efficiencies. This goal is continuous and assumes the employees are making ongoing recommendations on a regular basis
• Create an environment of empowerment among the employees that puts them in position to further advance the servicing of our current customers.

Requirements

The Necessities :

The Extras :

This role could be based in our New York City or King of Prussia office and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $75K - $85K 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.