Associate, Operations
Vestwell is a financial technology company based in New York City that focuses on redefining savings for retirement, education, and healthcare. They are seeking an Operations Coordinator to manage the setup of investment products and programs, ensuring seamless communication with various stakeholders and overseeing operational processes.
Responsibilities
- 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
Skills
- 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
- Intermediate SQL skills
- Previous experience within financial services, with a focus on investment operations and fund implementation
Benefits
- Competitive health coverage
- Generous vacation offering
- Great 401(k) plan
Company Overview
Company H1B Sponsorship