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Salary: USD 140,000 - 155,000 / annual
Vestwell is a financial technology platform powering the savings economy, serving over 350,000 businesses and 2M active savers with $50B in assets across retirement, education, and healthcare savings. The company supports 15 state Auto-IRA programs and is seeking a Director of Relationship Management to lead client relationships and ensure continuous value delivery.
In this role, you will serve as the primary point of contact for state Auto-IRA program clients, leading relationships and ensuring successful execution of agreed deliverables. You will conduct regular client meetings to proactively identify and mitigate risks, collaborate cross-functionally with Product, Engineering, Marketing, Technology, Finance, Operations, and Legal teams to meet client needs and SLAs, and design and execute success plans to optimize client relationships, adoption, and satisfaction.
Key responsibilities include:
- Leading relationships with state partners and serving as their primary contact for program administration
- Conducting regular state client meetings and identifying risks and mitigation strategies
- Collaborating cross-functionally to communicate and ensure adherence to state program administration requirements
- Implementing relationship strategies and initiatives to achieve state plan launch and ongoing administration goals
- Designing and executing success plans to optimize client relationships and satisfaction
- Communicating with clients through email, phone, presentations, screen sharing, and in-person meetings
- Developing and maintaining subject matter expertise on products, services, and industry compliance requirements
- Assisting Sales/Operations teams with RFP responses for new state program opportunities
This is a hybrid role based in Vestwell's New York office with access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale.
Requirements:
Must-haves: Extensive experience in client-facing Retirement/Wealth Management/Advisory roles or as a Customer Success/Relationship Manager; ability to understand and translate business goals into actionable and measurable initiatives; experience building relationships and garnering trust with executive decision makers; understanding of government services, financial industry, or financial service technologies; capability to work collaboratively across multiple organizations; comfort managing escalations and executing success plans; self-starter who is extremely organized, detail-oriented, strategic, and creative; strong strategic problem-solving, organizational, analytical, and prioritization skills; excellent written and verbal communication skills; strong proficiency with Office suite including Excel and PowerPoint.
Nice-to-haves: Basic knowledge of project management; client onboarding experience including setting targets, KPIs, and reporting progress; understanding and knowledge of state-administered Auto-IRA programs or experience working with other state programs, including governing boards and staff.
