Vestwell

Vestwell

Manager, Growth

Full-time
New York, NY
May 14, 2021
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WHO ARE WE?

Vestwell believes that all Americans should have easy access to a retirement account, which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. We have built a digital-first platform designed to reset the bar to power a $30T industry.

Our focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of our financial services partners with the help of payroll providers. We make the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, financial advisors get to provide the advice and solution that employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution design for their needs without the headache, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading Fin-Tech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-yr old industry. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun.

WHO ARE WE LOOKING FOR?

The Business Operations and Strategy (BizOps) team exists as a catalyst for advancing Vestwell’s mission. The team ensures cross-functional alignment in iterating and executing the company’s business strategy, overseeing Vestwell’s operating model and driving various strategic/operational projects. The team often operates as an internal consulting group, defining and guiding strategic, operational and organizational improvements across the company.

The BizOps team is seeking an ambitious individual to join this dynamic and agile team to manage the launch of new business lines. The ideal candidate is able to call upon project management & business analyst fundamentals to identify, stand up, and integrate new capabilities into the Vestwell offering. A person who would thrive in this role is a structured problem solver who can quickly get to the heart of an issue, excels in systems thinking, and is scrappy, determined, logical, and analytical. You must have the interpersonal skills, tenacity, and common sense to be an agent of change. In this role, you will be given significant agency to devise a strategy and approach for achieving your goals, requiring you to exercise good judgment, independently build consensus across several stakeholders, and succeed or fail by your ability to drive results.

WHAT WILL YOU BE DOING?

Mergers and Acquisitions

  • Manage cross-functional work streams necessary to achieve smooth and efficient integration of an acquired entity
  • Develop and manage full lifecycle project management plans for all work streams for M&A activities, including technologies, compliance, budgets, vendors/partners
  • Build and adhere to budgets for M&A and expansion activity
  • Constantly manage work stream prioritization across teams, communicating status risks, changes of program milestones, etc. to senior business leaders

Launching New Commercial Opportunities

  • Assess and develop potential strategic partnerships from technology and GTM perspective
  • Explore new markets and business models through industry trends, historical trends, forward looking forecasts, competitive assessment, etc
  • Build/evaluate recommendations for strategic growth and monetization
  • Identify, develop, champion, implement and launch new projects & initiatives.
  • Take complete ownership of projects from cradle to grave: business case, scope, cost, schedule, action cycles, risks, issues, decisions, interdependencies and milestones

REQUIREMENTS

  • 5+ years of experience background in strategy or operational consulting, business operations, growth, or corporate development.
  • Strong track record in strategic program/project management
  • Extensive experience in preparing presentations, analyses and communications for executive leadership. Should be an expert with spreadsheets and slide decks.
  • Demonstrated experience and comfort facilitating and owning all aspects of large cross-functional activities
  • Strong business acumen and organizational agility
  • Ability to quickly grasp new concepts across a wide variety of technologies and domains
  • An ability to connect the dots, move from big picture to the details fluidly, and communicate effectively at each level
  • Proven ability to influence without authority up, down, and across an organization
  • Maintain a continuous-improvement attitude; able to seek out and implement internal or external best practices, to problem-solve in ambiguous situations, and to thoughtfully earn trust
  • Collaborative team player who is also an independent thinker
  • Exceptionally driven with a insatiable curiosity for business improvement
  • Experience handling sensitive and confidential matters

PREFERRED EXPERIENCE

  • Former experience in a high growth SaaS enterprise start-up

BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage and an open vacation policy. We also have a bright, comfortable office with lots of workspace options in midtown Manhattan so you can be as productive as possible, and we hope to be back there once we’ve beaten this virus. In the meantime, we provide the team with all the equipment they need (plus a few perks) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

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