Manager, Business Operations

New York, NY
May 14, 2021
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Vestwell believes that all Americans should have easy access to a retirement account, which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. We have built a digital-first platform designed to reset the bar to power a $30T industry.

Our focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of our financial services partners with the help of payroll providers. We make the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, financial advisors get to provide the advice and solution that employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution design for their needs without the headache, and employees get a user-friendly portal that helps them achieve their long-term saving goals.


With backing from leading Fin-Tech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-yr old industry. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun.


The Business Operations and Strategy (BizOps) team exists as a catalyst for advancing Vestwell’s mission. The team ensures cross-functional alignment in iterating and executing the company’s business strategy, overseeing Vestwell’s operating model and driving various strategic/operational projects. The team often operates as an internal consulting group, defining and guiding strategic, operational and organizational improvements across the company.

The BizOps team is seeking an ambitious individual to join this dynamic and agile team to evolve the Vestwell operating model and position the company to scale. The ideal candidate is able to call upon project management & business analyst fundamentals to identify problems, devise solutions, and implement changes to areas of the organization that need to evolve in order to execute on the company’s business strategy and achieve our commercial goals. You must be able to figure out whether a problem is best solved through changes to people, process, technology, and/or standards. You must be comfortable configuring 3rd party software and working with vendors to bring new innovative solutions to life.

A person who would thrive in this role is a structured problem solver who can quickly get to the heart of an issue, excels in systems thinking, and is scrappy, determined, logical, and analytical. You must have the interpersonal skills, tenacity, and common sense to be an agent of change. In this role, you will be given significant agency to devise a strategy and approach for achieving your goals, requiring you to exercise good judgment, independently build consensus across several stakeholders, and succeed or fail by your ability to drive results.


  • Identify and remediate choke points in the business that will prevent Vestwell from scaling and achieving their commercial goals
  • Evolve the processes, standards, and technology used across the business
  • Identify instances where technology does not adequately support the business process & implement a new 3rd party solution that is fit for purpose; must be able to drive tangible impact through the selection of the right technology, managing all aspects of the procurement process, implementation, and change management
  • Manage cross-functional projects, taking complete ownership from cradle to grave: business case, scope, cost, schedule, action cycles, risks, issues, decisions, interdependencies and milestones.
  • Consult on projects for function leaders to help devise solutions for their toughest problems
  • Constantly manage work stream prioritization across teams, communicating status risks, changes of program milestones, etc. to senior business leaders


  • 5+ years of experience background in strategy or operational consulting, product management, business operations, or change management.
  • Strong track record in strategic program/project management
  • Extensive experience in preparing presentations, analyses and communications for executive leadership. Should be an expert with spreadsheets and slide decks.
  • Demonstrated experience and comfort facilitating and owning all aspects of large cross-functional activities
  • Must be able to collaborate effectively with product managers, solution architects, and engineering teams
  • Strong business acumen and organizational agility
  • Ability to quickly grasp new concepts across a wide variety of technologies and domains
  • An ability to connect the dots, move from big picture to the details fluidly, and communicate effectively at each level
  • Proven ability to influence without authority up, down, and across an organization
  • Maintain a continuous-improvement attitude; able to seek out and implement internal or external best practices, to problem-solve in ambiguous situations, and to thoughtfully earn trust
  • Collaborative team player who is also an independent thinker
  • Exceptionally driven with a insatiable curiosity for business improvement


  • Former experience in a high growth SaaS enterprise start-up


We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage and an open vacation policy. We also have a bright, comfortable office with lots of workspace options in midtown Manhattan so you can be as productive as possible, and we hope to be back there once we’ve beaten this virus. In the meantime, we provide the team with all the equipment they need (plus a few perks) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

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