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Jobs at Portfolio Companies

Companies in the Duke Capital Partners portfolio are looking for talented, ambitious people to join their teams.
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TPA Success Associate

Vestwell

Vestwell

Phoenix, AZ, USA
Posted on Friday, April 5, 2024

WHO ARE WE?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading FinTech 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-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

Who are we looking for?

Vestwell is expanding and we’re excited about adding a TPA (Third-Party Administrator) Success Associate to our Institutional Plan Design team who is passionate about our mission to improve retirement and close the savings gap. At a high level, we seek a relationship builder who excels in providing the kind of service that creates raving fans. Critical thinkers who utilize lateral approaches to novel situations will thrive as we continue to build industry-leading workplace savings solutions. Ideally, you have spent 3-5 years working with TPA’s, advisors, or other institutional partners with superb organizational skills.

What will you be doing?

As the TPA Success Associate, you will be our crucial first point of contact with our TPA partners. Our mission is to be a true institutional advocate to the TPA community - and the easiest to work with. Your responsibilities will include platform onboarding and demonstrations, working with our sales and internal teams, quarterbacking TPA incoming requests and concerns, and building deeper relationships with our TPA community.

Requirements

The Necessities

  • Superb Organizational skills.
  • Service first mindset with a passion for excellent customer service.
  • Critical thinking with a focus on analytical thinking and process improvement.
  • Strong understanding of Qualified Plan operations (401(k) / 403(b) in particular)
  • Keen attention to detail, deadlines, and plan year service needs.
  • Proactive attitude to keep the team a step ahead of the curve.
  • Proficiency with Excel and Microsoft Office suite; Google Workspace; cloud-based client portals and internal network drives.

The Extras

  • Educational material writing skills in Confluence
  • Experience with Multiple Employer Plans (MEP and PEP)
  • Qualified 401(k) Administrator (QKA) or higher credential from ASPPA

The expected salary range for this position is $70k-85k. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our 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!