Search the 9 jobs at Vestwell

The Sales Operations Manager will oversee the front-end sales operations team, maintain Salesforce CRM, optimize sales processes, manage territory planning, analyze data to provide insights for sales leadership, and document processes.

The Sales Development Representative (SDR) at Vestwell will engage new clients through outbound calls, qualify prospects, create sales meetings, and manage a pipeline. SDRs should excel in communication, problem-solving, and demonstrate a strong desire for personal growth within the sales organization.

The Sales Strategy Manager will enhance sales infrastructure focusing on lead activation and enablement, manage campaigns, oversee content creation, and support pricing updates. This role focuses on driving revenue and improving operational efficiency by leveraging analytical and creative skills across teams.

The Senior Associate, Implementations at Vestwell will serve as a liaison for Plan Sponsors and Financial Advisors during onboarding. Responsibilities include managing onboarding processes, coordinating with clients and internal teams, and providing support to enhance the onboarding experience.

The Investment Analyst will support the portfolio manager and report on performance analyses, conduct research on various investment vehicles, and assist with client inquiries regarding portfolio performance and market trends. The role requires strong analytical skills, proficiency with investment data tools, and the ability to deliver insights in a fast-paced environment.

The Integration Lead at Vestwell will develop and manage Salesforce integrations with other applications, ensuring compliance with architecture standards and best practices. The role involves designing integration frameworks, setting up environments, and conducting workshops for knowledge sharing. The candidate will need to maintain technical expertise in Salesforce integration technologies and deliver high-quality integration solutions.

As a Senior Performance Marketing Analyst, you will manage and optimize marketing campaigns, maintain a contact database, and create marketing reports. Collaborating closely with finance and sales teams, you'll ensure marketing strategies align with business goals, monitor key performance indicators, and drive lead generation efforts.

The Senior Associate, Sales Strategy role involves launching and managing lead activation campaigns, overseeing content creation, managing product pricing updates, and supporting sales strategy initiatives within a growth-focused fintech environment.

The Senior Specialist, Plan Documents will manage plan document drafting, amendments, and related projects, ensuring compliance with ERISA, DOL, and IRS regulations. Responsibilities include supporting the Documents Compliance Team, project management, collaborating with Plan Sponsors, and improving document creation processes.