Associate, Partner Activation
Vestwell is a financial technology company that powers the new savings economy, serving a diverse clientele with innovative savings solutions. The Partner Activation Associate will be responsible for coordinating the operational setup of new partnerships and ensuring seamless execution across various internal teams.
Responsibilities
- Maintain and organize the partnership pipeline to ensure visibility, timely execution, and cross-team alignment
- Host monthly partnership review calls to review pipeline status, priorities, and upcoming launches with internal stakeholders
- Coordinate with cross-functional teams—including Sales Ops, Deal Desk, Rev Ops, Investment Ops, Billing, and others—to execute the setup of new partnerships
- Serve as the internal project manager for partnerships that fall outside the scope of the Project Management team
- Support sales representatives by handling operational setup and administrative coordination, reducing the need for senior leaders to engage in internal calls
- Ensure all operational dependencies are completed and tracked for a seamless partner onboarding experience
- Work across a wide range of partnership types, including: Regional bank and payroll partnerships (e.g., Nicolet), TPAs, Regional broker-dealers, Block plan conversions, MEAPs and other special market deals
Skills
- Highly motivated early-career professional; prior project management or operations experience a plus but not required
- Bachelor's degree or equivalent; recent graduates encouraged to apply
- Strong organizational skills and ability to manage multiple workstreams simultaneously
- Excellent communication and coordination skills, with the ability to manage multiple stakeholders across functions
- Detail-oriented self-starter with a proactive mindset and problem-solving ability
- Familiarity with Salesforce and/or Asana a plus
- Interest in financial services and partnerships preferred, but industry background is not required
Benefits
- Competitive health coverage
- Generous vacation offering
- Great 401(k) plan
Company Overview
Company H1B Sponsorship