Hiring: Associate, Conversions Company: Vestwell Location: King of Prussia, PA Job Posted Time: 2026-09-16 15:48:57 Employment Type: Hybrid Target Skills & Keywords : Jira, Microsoft Excel, Project Management, Salesforce, Slack, Zendesk About the job Experience: •This role will be based in Vestwell’s King of Prussia office, and will be expected to report to the office in a hybrid schedule. Required Skills: •In this position, you will have the opportunity to manage projects, collaborate cross- functionally with internal stakeholders to enhance our onboarding experience, and provide exceptional service to plan sponsors. Qualifications: •Undergraduate or graduate degree in Finance or Accounting with a strong academic performance record •Possess a strong aptitude for numbers, and understanding of cash and traditional securities reconciliation •Demonstrate an affinity for learning, creating, and iterating rapidly •Proactive and analytical, able to problem-solve and propose solutions •Demonstrate a high degree of organization and dependability •Demonstrated capacity to prioritize tasks and manage client expectations •Demonstrated capacity to use Excel at a high level •Possess a good understanding of how mutual funds, stable value funds, and ETFs trade and settle •General knowledge of ERISA rules and requirements, and experience with one or more compliance / record-keeping systems (e.g. SunGard Relius, ASC, FIS) •Qualified 401(k) Administrator (QKA) or higher ASPPA credentials Compensation: •Flexible work environment (work from home / hybrid options) •And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan •The expected base salary range for this position is $65K - $75K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. 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. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!