Hiring: Director, Relationship Management Company: Vestwell Location: New York County, NY Job Posted Time: 2026-09-15 12:35:02 Employment Type: Hybrid Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Project Management, Wealth Management About the job Required Skills: •Strong organizational, analytical, and prioritization skills •Excellent written and verbal communication skills •Strong skills with Office suite, including excel and PowerPoint •Basic knowledge of project management, client onboarding experience including setting targets, KPIs, and reporting progress •Understanding and knowledge of state-administered Auto-IRA programs or experience working with other state programs, including governing boards and staff •This role will be based in Vestwell’s New York office, and will be part of Vestwell's hybrid in-office operation. •The expected base salary range for this position is $140K - $155K 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. Qualifications: •A myriad of experience in a client-facing Retirement/Wealth Management/ Advisory, or as a Customer Success/ Relationship Manager •Able to understand and translate business goals into actionable and measurable initiatives •An understanding of government services, the financial industry, or financial service technologies •Capable of working collaboratively across multiple organizations •Comfortable with managing escalations and executing on success plans •Self-starter who is extremely organized and detail oriented strategic and outside of the box thinker 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 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!