Director of Relationship Management

Join Vestwell, a leading provider of retirement savings solutions. As the Director of Relationship Management, you will work closely with state clients to understand their business objectives and develop success plans. You will lead the relationship with state partners, conduct regular client meetings, collaborate cross-functionally, and design and execute success plans. This role offers a competitive salary, health coverage, generous vacation, and a hybrid work environment.

• Assurer la gestion des relations avec les clients des programmes d'Auto-IRA des États, en veillant à ce qu'ils reçoivent une valeur continue de la plateforme de retraite.
• Collaborer avec les équipes internes pour développer des plans de réussite qui permettent à Vestwell d'atteindre ses objectifs en matière d'Auto-IRA.
• Conduire des réunions régulières avec les clients des États, en identifiant proactivement les risques et en mettant en œuvre des mesures d'atténuation.

• At a high level, we’re looking for someone who has great communication and problem-solving skills, a proven ability to juggle multiple priorities at once, and an interest in being a part of this new and innovative public-private partnership to expand retirement access
• An understanding of government services, the financial industry, or financial service technologies
• A myriad of experience in a client-facing Retirement/Wealth Management/ Advisory, or as a Customer Success/ Relationship Manager
• Capable of working collaboratively across multiple organizations
• Experience in building relationships and garnering trust with executive decision makers and influencers
• Strong skills with Office suite, including excel and PowerPoint
• Strategic problem-solving skills
• Comfortable with managing escalations and executing on success plans
• Strong organizational, analytical, and prioritization skills
• Excellent written and verbal communication skills
• Able to understand and translate business goals into actionable and measurable initiatives
• Self-starter who is extremely organized and detail oriented strategic and outside of the box thinker
• 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