Vestwell

Account Executive

• Manage and retain relationships with top ARR clients & pooled plans
• Understand business goals and challenges of clients
• Collaborate with internal teams to resolve client issues
• Conduct proactive outreach to clients for service improvements
• Create processes and resources for account management operations
• Be the first point of contact for inbound inquiries
• Conduct timely follow-ups to ensure client satisfaction
• Communicate in a relatable way to promote trust
• Support team in handling complaints and providing solutions
• Document updates to client accounts

Senior Associate, Account Manager

Administration

• Year end testing for DC plans
• Answer questions from the client service team on retirement plan subjects
• Assist with plan terminations and EPCRS corrections
• Provide consulting services to sponsor and advisors as needed

Senior Associate, Retirement Plan Administration

Marketing Analyst

• Build and manage our paid ad campaigns day to day across Google Search and LinkedIn
• Create engaging ad copy, creative, and landing pages that drive clicks and capture leads
• Sharpen our search terms and audiences so our ads reach the right people
• Test and iterate on copy, creative, budget, and audiences to build our best-performing campaigns
• Build and deploy email campaigns against the marketing calendar
• Monitor the shared inbox and handle responses and opt-outs
• Own email health and deliverability — sender reputation, list hygiene, and inbox placement
• Report on email metrics — opens, clicks, conversions, and engagement trends

Freelance Paid Marketing Analyst

Designer

• Plan Design Consultation: Collaborate with Plan Sponsors to create optimal defined contribution plan designs
• Plan Document Review: Support sales in conversion contract considerations by performing a plan spec review
• Regulatory Interpretation & Compliance Expertise: Independently interpret ERISA and other applicable laws
• Plan Document Drafting & Maintenance: Prepare plan documents and ensure consistency with plan design decisions
• Independent Judgment & Analysis: Evaluate plan design requests and assess legal and operational risk
• Cross-Functional Collaboration: Work closely with internal teams for seamless implementation and administration
• Process & Documentation Improvement: Contribute to process reviews, research, and documentation
• Project Management: Design and manage workflows for document projects
• Product & Automation Support: Partner with teams to improve document automation and management capabilities

Senior Associate, Account Manager

Senior Associate, Retirement Plan Administration

Freelance Paid Marketing Analyst

Senior Specialist, Plan Design