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