Investment Operations Coordinator

5 days ago


New York, New York, United States Vestwell Full time
About VestwellVestwell is a New York City-based fintech platform that enables businesses and individuals to save for critical aspects of life. Our mission is to redefine how people save for retirement, education, and healthcare savings needs. With over $30 billion in assets saved across all 50 United States, we serve over 350,000 businesses and nearly 1.5 Million active savers.

Job ResponsibilitiesYou will be responsible for 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. Additionally, you will coordinate with our custody partners to ensure a seamless new plan onboarding process, liaise with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans, and work with 3rd party investment managers and advisors to define onboarding and ongoing requirements.

RequirementsTo succeed in this position, you will need:
  • A strong understanding of the financial services industry and its operations
  • Excellent communication and organizational skills
  • A passion for learning and applying new concepts
  • The ability to work effectively in a fast-paced environment
  • Strong technical proficiency using Excel and process management tools
  • 3-5 years of retirement recordkeeping experience

BenefitsWe offer a competitive salary range of $70,000 - $90,000 based on your location and experience. You will also enjoy competitive health coverage, generous vacation offerings, and a great 401(k) plan.

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