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← Vestwell

Partner Success Associate

Vestwell
Location
New York, NY | Scottsdale, AZ
Posted
19 days ago
Department
Strategic Partnership & Relationship Management
Salary
$55K - $70K
What they actually want (must-haves)
  • 1 to 3 years experience in a client facing role
  • Strong commitment to delivering superior service
  • Ability to collaborate effectively across teams
  • Open to working in a fast-paced environment
  • Positive and proactive attitude
  • Proficiency in Excel/Google Sheets, Word/Google Docs, Adobe Acrobat
Nice to have
  • Knowledge of retirement plans and financial products
  • ASPPA certifications or credentials
  • Spanish speaking
What the job really is

As a Partner Success Associate at Vestwell, you will support the client-facing team in building strong relationships with partners in the retirement space. Your day-to-day tasks will include managing partner relationships, assisting with business reviews, conducting education meetings, and maintaining records in the CRM. You will also collaborate with internal teams on platform enhancements and ensure excellent service delivery to partners.

Benefits
  • Comprehensive health benefits
  • Generous time off
  • Employee Wellbeing Committee
  • Hybrid work model
  • Access to collaborative offices
  • Competitive 401(k) plan
Things to weigh
  • No specific mention of career advancement opportunities
  • Role involves managing administrative tasks which may limit strategic responsibilities
  • Salary range may vary based on location
  • Fast-paced environment may not suit everyone
Job score4/5
Benefits4/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency5/5

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