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Activation Manager



Customer Service
New York, NY, USA · Phoenix, AZ, USA · Austin, TX, USA
Posted on Tuesday, April 16, 2024


There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.


With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

Who are we looking for?

The Vestwell team is growing and we’re excited to bring onboard a Director, Partner Solutions who will play an integral role in supporting our partnerships and growing revenue. You will be supporting the broader Partnerships function leading activation and go-to-market initiatives for some of Vestwell’s top partners including National Broker Dealers, RIAs, Asset Managers, Insurers, Recordkeepers, and Banks. We’re looking for someone who has exceptional communication, problem solving, and relationship building skills along with the proven ability to juggle multiple priorities at once. The ideal candidate will be a motivated team player who possesses a positive “can do” attitude, with an acute focus on growing revenue and expanding partnership opportunities, while also having a solid understanding of investments and the broker dealer landscape. We are looking for a polished professional, who is goal oriented, has a sense of urgency, and is willing to undertake the wide latitude of responsibilities inherent with a rapidly growing company.

What will you be doing?

This role will be integral to the initial and ongoing success of Vestwell’s partnerships, effectively activating and contributing to the overall commercial success of new partners. You will spend a significant amount of time setting up new partner solutions, developing & implementing the go-to-market strategy in collaboration working with several functions both internally and externally. You will be the internal champion and voice of new partners within Vestwell and will play a significant role in the evolution of our Partnerships Strategy.

Day-to-day you will be expected to:

  • Collaborate within the Partnerships team and across many other functions to ensure successful partnership activation.
  • Aid with solution deep dives, product workshops, and develop partner activation plans during the Partner Sales process for our largest partnership opportunities.
  • Own distribution strategy and activation for partnerships; conduct sales trainings, build process workflows, stand up reporting, and manage Partnership launches. Work closely with the National Sales Strategy team to ensure alignment with broader go-to-market initiatives.
  • Conduct regular partnership implementation & launch prep calls with the Partner as well as Marketing, Sales Operations, Client Onboarding, Client Success & Service teams identifying risks to a successful launch and finding solutions to keep the partnership on track.
  • Coordinate with Vestwell Marketing, Partner Marketing, and Partner Sales teams on Partnership collateral, content, and campaigns at launch and through the early stages of the partnership following launch.
  • Support the timely and successful delivery of our solutions according to clients’ needs and objectives.


The Necessities

  • 5+ years experience in a client-facing Retirement/Wealth Management / Advisory, or as a Customer Success / Relationship Manager at a Financial Services SaaS company
  • Keen organizational skills and attention to detail with the ability to co-manage multiple projects and relationships to drive long-term partnership goals
  • Highly motivated self-starter who thrives on moving quickly, solving complex problems, and has the ability to pivot rapidly
  • Strong customer and commercial-focused philosophy
  • A sense of urgency and proactive nature
  • Ability to work within a team and cross-functionally to achieve common goals
  • Articulate, concise, eloquent written and verbal communication skills to be the voice outwardly and inwardly
  • Ability to work effectively and professionally with a wide range of personalities, roles, and teams
  • Strong work ethic with the ability to work both independently and on a team

The Extras

  • Experience within the retirement (401K) space
  • Strong skill set in Powerpoint and Excel
  • Experience with CRM and project management systems (ie: Salesforce, Asana,
  • Holds a financial services license such as Series 6, 7, and 63 or is a CFA charterholder

The expected salary range for this position is $100K - $105K. 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.

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


We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!


It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending in 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.