Scottsdale, Arizona, United States · Hybrid
$65k–$75k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Team leadership, Performance management, Client relationship management, Customer service, Strategic planning
New York, New York, United States · Hybrid
$95k–$115k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Product management, Business analysis, Systems analysis, SQL, SDLC
New York, New York, United States · Hybrid
$70k–$80k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Client relations, Problem-solving, Communication, Time management, Excel
Scottsdale, Arizona, United States · Hybrid
$70k–$80k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Account Management, Client Retention, Customer Service, Time Management, Organizational Skills
New York, New York, United States · Hybrid
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: B2B sales, Financial services, Business development, Sales pipeline management, Lead prospecting
King of Prussia, Pennsylvania, United States · Hybrid
$50k–$55k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Customer service, Communication, Problem solving, Financial services, Organization
New York, New York, United States · Hybrid
$140k–$155k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Typescript, Node.js, NestJS, SQL, TDD
New York, New York, United States · Hybrid
$105k–$120k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Content Strategy, Copywriting, Editorial Calendar Management, KPI Definition, Stakeholder Collaboration
New York, New York, United States · Hybrid
$60k–$75k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Salesforce CRM, Contract Management, Data Hygiene, Excel, Google Sheets
Scottsdale, Arizona, United States · Hybrid
$60k–$70k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Client Relationship Management, Financial Services, Problem Solving, Critical Thinking, Time Management
Scottsdale, Arizona, United States · Hybrid
$35/hr–$45/hr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Google Ads, LinkedIn Campaign Manager, HubSpot, Copywriting, Analytical Skills
New York, New York, United States · Hybrid
$195k–$205k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: AI Engineering Leadership, People Management, Python, Large Language Models, Retrieval-Augmented Generation
New York, New York, United States · Hybrid
$70k–$80k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Advanced Excel, Salesforce, Tableau, Sigma, Financial Analysis
Scottsdale, Arizona, United States · Hybrid
$80k–$90k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Retirement Plan Administration, Compliance Testing, IRS Regulations, IQPA Audits, Plan Terminations
Scottsdale, Arizona, United States · Hybrid
$80k–$95k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Project Management, Client Servicing, Plan Administration, Non-discrimination Testing, Plan Design
Scottsdale, Arizona, United States · Hybrid
$75k–$85k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: ERISA Compliance, Plan Design Consultation, Document Drafting, Regulatory Interpretation, Non-Discrimination Testing
New York, New York, United States · Hybrid
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: B2B Sales, Lead Prospecting, Pipeline Management, MEDDPICC, Salesforce
Scottsdale, Arizona, United States · Hybrid
$60k–$75k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Customer Service, Critical Thinking, Problem Solving, Time Management, Organizational Skills
King of Prussia, Pennsylvania, United States · Hybrid
$65k–$70k/yr
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Ve…
Skills: Trust Accounting, Asset Transfers, Project Management, CRM Systems, Excel
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Team Lead will manage a team of Employer Services Associates while overseeing client relationships and ensuring high-quality service delivery. They will act as a strategic leader, collaborating cross-functionally to resolve client issues and improve operational processes.
Candidates should possess strong leadership and multitasking abilities with a commitment to superior customer service. Proficiency in office software and experience in the fintech or retirement industry is highly preferred.
Vestwell is the financial technology company powering the new savings economy. Our 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 over 2M active savers, with over $50B in assets saved across all 50 states. 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
We are seeking an energetic and reliable professional to join our team as an Employer Services Team Lead. Successful candidates will be responsible for working directly with our Plan Sponsors by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary.
Our mission-driven Team Leads support associates, who 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 the ability to make quick and accurate decisions. As the Team Lead of Employer Services at Vestwell, 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 jump to the front of the line.
As a Team Lead, Employer Services, you will serve as a strategic, leader responsible for managing a team of Employer Services Associates while ensuring high-quality service for clients. This role requires independent judgment, discretion in decision-making, and significant influence over team hiring, performance, and development decisions. You will act as both a people manager and a client-facing leader, balancing team oversight with direct client engagement and operational excellence.
The Necessities:
The Extras:
This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $65K - $75K 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.
OUR BENEFITS
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [email protected] 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.
For the future.
Vestwell is the backbone of the modern savings economy. Vestwell is a financial technology company equipping individuals with the tools, confidence, and access to move toward financial well-being. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell powers 2.55M+ savers across 750+ businesses nationwide, with over $56B+ in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry. For more information, visit vestwell.com.
Offices: 360 Madison Ave, New York, NY 10017, US
For the future.
Vestwell is the backbone of the modern savings economy. Vestwell is a financial technology company equipping individuals with the tools, confidence, and access to move toward financial well-being. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell powers 2.55M+ savers across 750+ businesses nationwide, with over $56B+ in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry. For more information, visit vestwell.com.
Offices: 360 Madison Ave, New York, NY 10017, US
