Associate, Investment Operations

United States·King of Prussiamid

OtherAssociateInvestment Operations

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Quick Summary

Overview

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,

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OtherAssociateInvestment Operations

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

We are seeking an enthusiastic and highly organized professional to join our Investment Operations team as an Operations Associate. This person will be responsible for coordinating the setup of investment products and programs with our partner custodians, advisors, fund/insurance companies, and investment managers. They will be responsible for managing internal and external communications around investments with various stakeholders including clients, vendors, and partners.

While primarily operational in nature, our team sits at a unique intersection of clients, operations, and strategy, and the role reflects this multifaceted nature. The job requires keen attention to detail and ability to track multiple projects and communicate with 3rd parties across multiple platforms.

In this position you’ll be responsible for a number of items, as it pertains to the investment management operational oversight and implementation. The job responsibilities will include but are not limited to:

Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis
Coordinating with our custody partners to ensure a seamless new plan onboarding process
Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans
Working with 3rd party investment managers and advisors to define onboarding and ongoing requirements
Ensuring investment options are in sync with the respective programs
Ensuring investment performance and fact sheets are updated regularly
Participate in key quality assurance processes

Requirements

~3 min read

The Necessities

1+ year of experience in a Financial Services, or related industry
The ability to understand the “big picture” and the importance of the team’s role in the overall process
Excellent communication skills across internal stakeholders and external partner groups
Passion for learning and applying new concepts, and bridging information where continued process-development is key
The ability to self-manage around tight deadlines in a fast-paced environment while ensuring the integrity and accuracy of the details
Strong technical proficiency using Excel and process management tools

The Extras

Intermediate SQL skills
Previous experience within financial services, with a focus on investment operations and fund implementation

This role will be based in our King of Prussia office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $60K - $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 NY 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 an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

OUR PROCESS

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.