Senior Investment Associate Specialist
4 days ago
Vestwell is seeking an experienced professional to join our team as a Senior Investment Associate. This role will be responsible for coordinating the setup of investment products and programs with our partner custodians, advisors, fund/insurance companies, and investment managers.
The ideal candidate will have strong technical proficiency using Excel and process management tools, as well as excellent communication skills across internal stakeholders and external partner groups. They will also have a passion for learning and applying new concepts, and bridging information where continued process-development is key.
Responsibilities:
- Partnering with plan sales and implementations teams to vet and implement investment options for plans being brought onto the Vestwell platform.
- Coordinating with custody partners to ensure seamless new plan onboarding processes.
- 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.
Requirements:
- 3-5 years of retirement recordkeeping experience.
- Previous experience within financial services, with a focus on investment operations and fund implementation.
- Strong analytical and problem-solving skills.
We offer a competitive salary range of $72,000 - $92,000 based on location, with opportunities for growth and professional development in a fast-paced environment.
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