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The Senior Investment Associate is responsible for coordinating the setup of investment products, managing communications with stakeholders, and ensuring the effective onboarding of plans onto the Vestwell platform. This role involves working closely with sales teams, custody partners, and investment advisors to manage operational oversight in investment management.

The Sales Development Representative (SDR) will engage potential customers through high volumes of calls, qualify prospects, and generate meetings for the sales team, showcasing Vestwell's financial wellness products and services effectively to clients.

As a Billing Specialist at Vestwell, you will manage customer profiles, prepare invoices, monitor accounts receivable, and support financial reporting. You will work closely with clients and internal teams to resolve billing issues and streamline processes, contributing to the overall financial health of the company.