Manager, Saver Services
Full Job Posting
Requirements
- The Necessities
- 3+ years of experience in customer service, client support, or operations, with at least 1-2 years in a leadership or management role.
- Strong communication skills—both verbal and written—with the ability to coach others in effective client interactions.
- Proven track record of leading high-performing teams in a fast-paced, client-facing environment.
- Strong problem-solving skills with the ability to analyze data and drive informed decisions.
- Experience with helpdesk and CRM platforms (e.g., Zendesk, Jira) is a plus.
- Ability to adapt to a rapidly evolving business environment and drive positive change.
- This role will be based in either the Austin or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
- The expected base salary range for this position is $80K - $90K 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.
- Full-Time Employee 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.
- Interview 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.
- Full-Time Employee 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.
- Interview 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.
Preferred Qualifications
- Experience with helpdesk and CRM platforms (e.g., Zendesk, Jira) is a plus.
- The expected base salary range for this position is $80K - $90K 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.
About Vestwell
Financial technology company providing workplace retirement, education, healthcare, and other savings programs to employers, advisors, and savers.
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