Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 48 days ago

Associate, Conversions

Vestwell25 open roles

Pay
$65,000 – $75,000 a year
Where
King of Prussia, PA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate, ConversionsVestwell · King of Prussia, PA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Vestwell's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.5% of postings close within 7 days. Measured by our own scanner across the market. Vestwell postings stay open a median of 23 days.

Share of postings closed within
  1. 2.0%1 day
  2. 4.3%3 days
  3. 11.5%7 days
  4. 18.1%14 days
  5. 35.6%30 days
  6. 44.6%60 days
This job: posted 48 days ago

Vestwell median: 23 days open

The posting

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Who Are We Looking For?

Vestwell is growing and looking for a Conversion Associate! This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to Vestwell’s platform. 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.

What Will You Be Doing?

  • Review and record cash and in-kind asset transfers in the trust accounting system
  • Work with sub-custodians to settle trades from the point of booking, through settlement for mutual funds, stable value funds, and ETFs
  • Manage all operational aspects of the installation process, including coordinating with Implementation Managers and Investment teams, to successfully transition new and conversion qualified plans onto the Vestwell platform
  • Ability to work on the deconversion process, including coordinating with receiving record keepers, to liquidate and transfer plan assets from Vestwell’s platform
  • Coordinate with financial advisors, plan sponsors, prior record keepers, sub-custodians, and/or third-party administrators to determine onboarding or conversion timelines, action items with delivery dates for all parties, and communicate overall project status to all interested parties
  • Oversee and help ensure other team member action items are completed
  • Monitor all outstanding conversion wires, ensuring they are prioritized and brought to completion in a timeline manner
  • Update, maintain, and review client data within CRM systems
  • Ensure collaboration with all internal teams to meet expected timelines
  • Support the creation and maintenance of written operating procedures related to assigned functions
  • Research and resolve any issues that arise in the course of these processes
  • Provide operational assistance for strategic projects and initiatives
  • Demonstrate leadership abilities and strong interpersonal skills
  • Drive to engage team members through training and collaboration
  • Recommend ideas to facilitate process improvement for the Implementations team

Requirements

The Necessities

  • 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
  • Ability to prioritize tasks and manage client expectations
  • Ability to use Excel at a high level

The Extras

  • Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira
  • 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
  • Relevant record-keeper 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.

The expected base salary range for this position is $60K - $70K 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.

Full-Time Employee Benefits We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from [email protected] any other domain not ending in vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Vestwell's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Vestwell's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Vestwell's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.