Who Are We Looking For?

The National Sales Associate will provide dedicated internal administrative support to National Sales leadership, with a primary focus on supporting our Director of Sales.

The Associate will play a critical role in enabling the National Sales team to effectively manage enterprise sales and relationship management responsibilities. By coordinating logistics, preparing materials, and managing follow-up, this role allows leaders to maximize their time in the field, attending events, meeting with clients and partners, and driving sales outcomes.

What Will You Be Doing?

• Prepare agendas and presentation materials for internal sales meetings as well as external meetings with:
• DCIO partners (e.g., American Funds)
• Enterprise partners (e.g., J.P. Morgan)
• Other strategic external calls and events
• Coordinate logistics and travel for National Sales leadership, particularly for Eli Landow
• Provide day-to-day administrative support to National Sales leaders while they are traveling, ensuring they can focus on fieldwork and client engagement
• Manage meeting preparation, including pre-read materials and participant coordination
• Capture and track follow-up items from meetings, ensuring timely execution and accountability
• Assist with the development of both internal and external presentations and sales materials
• Support ad-hoc administrative needs across the National Sales leadership team to ensure seamless operations

Requirements

The Necessities

• Highly motivated early-career professional; prior work experience is beneficial but not required
• Bachelor’s degree or equivalent; recent graduates encouraged to apply
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Proficiency in PowerPoint required; familiarity with Excel and Salesforce a plus
• Excellent communication and interpersonal skills, with the ability to support senior leaders in a fast-paced environment
• Self-starter with strong attention to detail and a proactive approach to administrative and operational support
• Interest in financial services is helpful, but no industry background is required

This role will be based in our New York, NY office and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $65K - $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 New York and other similar metro areas and may differ based on where the role is ultimately hired.