Job details
- Location
- New York City or King of Prussia or Austin or Scottsdale
- Work type
- Hybrid
- Compensation
- $140,000 - $155,000/yr
- Posted
- Sep 11, 2026
- Apply on
- job-boards.greenhouse.io
About this role
Client-facing retirement, wealth management, advisory, customer success, or relationship management experience; strong communication, organization, analytical, prioritization, and problem-solving skills; Office suite proficiency.
What you'll do at Vestwell:
- leading relationships
- conducting meetings
- designing success plans
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