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Salary: USD 150,000 - 165,000 / annual
Vestwell is a fintech platform powering the savings economy, enabling over 790,000 businesses and 2.75 million active savers with $57 billion in assets across all 50 states. The company offers workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
The Director, Relationship Management will join the Relationship Management team focused on state ABLE programs powered by Vestwell Government Savings. This is a senior role providing primary support for ABLE team operations and service, with responsibility for servicing individual ABLE state clients and overseeing core aspects of project management, client interaction, service, and satisfaction.
Key responsibilities include:
**State Client Engagement**: Serve as the primary day-to-day point of contact for state directors of ABLE investment programs nationwide, handling program administration, project intake, issue resolution, and escalations. Participate in regular weekly/bi-weekly client meetings throughout launch, conversion, and ongoing plan administration. Prepare materials, presentations, project trackers, and work documents for state clients. Present at board meetings and public events. Gather data and answer program-specific questions. Work cross-functionally with product, engineering, legal, and marketing teams to triage client requests and ensure efficient resolution. Track and report on state activity and new program opportunities while maintaining relationships with state government staff.
**Project Management & Processes**: Implement project management systems and processes across the ABLE Relationship Management team. Work with VGS operations and client services teams to ensure efficient processes and quality control oversight. Oversee project management by team members. Track client projects from intake to completion in a timely manner. Communicate project status and timelines clearly to clients and ensure satisfaction.
**Program Materials & Communications**: Review and draft public-facing program documents, including forms, marketing collateral, emails, and website copy. Ensure accuracy of all public-facing ABLE program materials. Work with internal teams and subservice organizations on all aspects of ABLE program design and implementation.
**Public Engagement**: Present at or attend conferences, public meetings, and events to represent Vestwell and its ABLE programs. Serve on ABLE industry committees and working groups within the ABLE Savings Plans Network and under the National Association of State Treasurers. Develop relationships and engage with partner organizations and stakeholders within the ABLE and disability advocate communities. Assist with development of materials and content for Vestwell leadership.
**Requirements**
Must-Have:
- 5-8+ years of related experience in client service, project management, and process implementation
- Strong command of project management tracking systems; accomplished at tracking and executing multiple projects simultaneously
- Exceptional attention to technical detail
- Accomplished written communication and public speaking skills
- Demonstrated leadership and management experience
- Ability to travel as needed
- Ability to start by end of 2026
Desirable:
- Personal or professional experience working in disability advocacy or with people with disabilities
- Outgoing personality and comfort socializing/working with institutional clients
- Understanding of ABLE Accounts
- Experience in financial services
- Experience with state savings programs
