Team Lead, Employer Services at Vestwell

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Full Time

Start Date

Immediate

Expiry Date

31 Mar, 26

Salary

80000.0

Posted On

31 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fintech, Financial Services, Retirement Industry, Customer Service, Critical Thinking, Problem Solving, Time Management, Leadership, Teamwork, Data Analysis, Mentoring, Coaching, Process Improvement, Communication, Collaboration, Attention to Detail

Industry

Financial Services

Description

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. 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 WHO ARE WE LOOKING FOR? We are seeking an energetic and reliable professional to join our team as a Lead, Employer Services. The ideal candidate will be responsible for overseeing a team of individual contributors while also providing direct, high-quality service to clients. As a Team Lead, you will mentor and manage a small subteam, ensuring that client needs are met promptly and effectively, while maintaining high standards of performance and compliance. You will serve as a subject matter expert for your team, supporting day-to-day operations and guiding team members in their professional development. Our mission-driven Employer Services team members are often the first point of contact for customers, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As a Lead, Employer Services, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. Those who work tirelessly through the lens of hospitality and customer service and can effectively coach others to do the same jump to the front of the line. Employer Services Team Lead exhibits strong critical thinking and problem-solving abilities, using curiosity to drive innovative, scalable solutions for complex client challenges. They demonstrate resilience under pressure, lead others through ambiguity, and model thoughtful decision-making that elevates both the client experience and team performance. WHAT WILL YOU BE DOING? Day-to-day you will be expected to: Act as the primary point of contact for a group of 401(k) plan sponsor clients, ensuring excellent service delivery by responding to client inquiries regarding plan administration, contributions, and integrations in a timely and accurate manner. Collaborate with cross-functional teams to troubleshoot and resolve complex client issues. Manage and effectively resolve client escalations as they arise using strong critical thinking and sound judgement to ensure optimal outcomes for clients, leading to high retention. Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction. Share data-driven insights with our product teams to improve our platform and planning roadmap. Lead, mentor, and coach a small subteam of individual contributors, fostering a culture of teamwork, accountability, and professional growth. Collaborate on team performance reviews, provide constructive feedback, and help team members set and achieve personal and professional goals. Lead team training and development as needed, ensuring team members are up-to-date on industry trends, best practices, and product changes. Identify opportunities for process improvements within the Employer Services function to enhance client satisfaction and operational efficiency. Collaborate with cross-functional teams (e.g., Compliance, Operations, and Sales) to ensure a seamless client experience and resolve any issues that arise. Monitor and report on team performance, including client satisfaction, service level adherence, and overall productivity. Provide guidance and support in the completion of projects and tasks, ensuring high-quality service delivery and adherence to timelines. Monitor and reallocate resources as necessary to ensure solid coverage of all client needs and Vestwell workstreams. Host or moderate webinars, walking sponsors through the registration and the portal, and answering questions. REQUIREMENTS The Necessities: Fintech, Financial Services, or Retirement industry experience Team mentality and the ability to multitask while attending to a high volume of incoming inquiries Develop and maintain a strong business partnership with Plan sponsor and vendors Strong time management skills to ensure the timeliness of all proactive and reactive communications Strong critical thinking, research, and problem solving skills Previous people management or leadership experience Strong commitment to superior customer service Positive and proactive attitude Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office Excellent attention to detail and accuracy, proficient with numbers and basic calculations The Extras: Fintech or Retirement industry experience Series 6, 7, 63, 65, 66 QKA, QKC Six sigma Previous experience from Payroll, Employee Benefits, and People Management The expected base salary range for this position is $70K - $80K 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. This role will be based in either the New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. OUR BENEFITS We’re an innovative, high-growth company, 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 generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS 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 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.

Responsibilities

The Team Lead will oversee a team while providing high-quality service to clients, ensuring their needs are met promptly. They will also mentor team members and collaborate with cross-functional teams to resolve client issues.