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About the Role

The Program Management team drives tactical efficiency while keeping the big picture in mind. Members act as the connective tissue between the client-facing front end and the operational backend, using data to identify high-impact initiatives and manage the roadmap. The goal is to ensure operational teams have the tools for exceptional partner and client experiences within optimized, repeatable processes, creating scalable and predictable timelines.

Responsibilities

Serve as a key liaison across business units to assess the operational impact of new products and opportunities.
Influence cross-functional decision-making by providing data-driven insights and recommendations.
Lead the development of scalable, efficient processes by analyzing business needs and translating them into actionable system and operational requirements.
Drive alignment between business objectives and technology solutions.
Help drive the managing and updating of a long-term solution roadmap, ensuring initiatives are effectively prioritized.
Oversee the ongoing evaluation, analysis, and refinement of system requirements and business processes.
Ensure seamless implementation of updates while mitigating operational risks.
Establish and maintain best-in-class documentation standards for internal and external use.
Lead the formalization and communication of requirements, ensuring clarity and alignment across teams.
Leverage data analytics and reporting to identify inefficiencies, emerging trends, and areas for process optimization.
Provide actionable insights to drive efficiency, scalability, and business performance.
Collaborate with stakeholders to gather project requirements and provide teams with required input for implementation.
Balance own workload with team needs and prioritize projects when needed.
Dig deep into the details of one product or process while keeping the big picture in mind.
Support prioritization efforts by continuing to grow industry and regulatory knowledge.

Requirements

Proven experience in business operations, process optimization, or systems strategy, preferably in a leadership capacity.
Strong ability to translate complex business challenges into actionable operational and system improvements.
Demonstrated success in managing cross-functional initiatives and influencing senior stakeholders.
Proficiency in leveraging data to drive decision-making and prioritization.
Exceptional communication and documentation skills, with a strong attention to detail.
Drive to lift up team members through collaboration, training, and coordination.
Love of learning and growth, to continue to level-up technical and softer skills.
Experience in the retirement, financial services or employee benefit industries.
Understanding of the retirement and employee benefit industry.
Extensive knowledge of ERISA rules and requirements.
Familiarity with contracting, agreements and DocuSign.
Prior experience working in an agile or scrum framework.

Skills

Data-driven decision-making
Communication
Documentation
Attention to detail
Collaboration
Training
Coordination
Learning and growth
Stakeholder management
Workload balancing
Prioritization
Problem-solving
Industry and regulatory knowledge

Location

New York City
Austin
Scottsdale

Work Type

Hybrid

Experience Level

Leadership capacity

Salary/Compensations

$70K - $80K base

Benefits

Comprehensive health benefits
Generous time off
Dedicated Employee Wellbeing Committee
Competitive 401(k) plan
Eligibility to participate in the Company Bonus Pool
Eligibility to receive new hire equity

About the Company

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.
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.