Primary internal client advocate representing plan sponsor and advisor contacts. * Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our ...
Quick apply
Primary internal client advocate representing plan sponsor and advisor contacts. * Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our ...
Quick apply
Primary internal client advocate representing plan sponsor and advisor contacts. * Managing all aspects of the onboarding process from point of sale through successful transition of new plans to our ...
... Technology Implementation Solutions - Manager, you will play a pivotal role in guiding ... As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and ...
New
... Technology Implementation Solutions - Manager, you will play a pivotal role in guiding ... As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and ...
New
Philadelphia, PA · On-site +1
$29.75 - $40.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Philadelphia, PA · On-site +1
$29.75 - $40.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Huntingdon Valley, PA · On-site +1
$29 - $39.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Huntingdon Valley, PA · On-site +1
$29 - $39.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Philadelphia, PA · On-site +1
$29.75 - $40.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Philadelphia, PA · On-site +1
$29.75 - $40.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
$23 - $31.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
$23 - $31.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Philadelphia, PA · On-site
Client Partner - Telecom, Cable & Media Philadelphia, PA Who We Are: Excelacom is a global ... Develop presentations, deliverables, and implementation plans * Participate in the recruitment and ...
Philadelphia, PA · On-site
Client Partner - Telecom, Cable & Media Philadelphia, PA Who We Are: Excelacom is a global ... Develop presentations, deliverables, and implementation plans * Participate in the recruitment and ...
Huntingdon Valley, PA · On-site +1
$29 - $39.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Huntingdon Valley, PA · On-site +1
$29 - $39.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Newtown Square, PA · On-site
The role combines client relationship support, investment implementation, operational oversight, and analytical responsibilities. Advisory roles at Pathstone represent a long-term career path with ...
Newtown Square, PA · On-site
The role combines client relationship support, investment implementation, operational oversight, and analytical responsibilities. Advisory roles at Pathstone represent a long-term career path with ...
Newtown Square, PA · On-site
The role combines client relationship support, investment implementation, operational oversight, and analytical responsibilities. Advisory roles at Pathstone represent a long-term career path with ...
Newtown Square, PA · On-site
The role combines client relationship support, investment implementation, operational oversight, and analytical responsibilities. Advisory roles at Pathstone represent a long-term career path with ...
Chadds Ford, PA · Hybrid
$160K - $279K/yr
Leads the strategy for new client implementation and overarching delivery of modeled expectations at launch. Understand key metrics needed and relevant proof points to bring forward and enhance the ...
Chadds Ford, PA · Hybrid
$160K - $279K/yr
Leads the strategy for new client implementation and overarching delivery of modeled expectations at launch. Understand key metrics needed and relevant proof points to bring forward and enhance the ...
Huntingdon Valley, PA · On-site
$23 - $31.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Huntingdon Valley, PA · On-site
$23 - $31.50/hr
Manage new client implementation projects, ensuring timely completion and client satisfaction * Train clients on payroll processes as necessary Individual and Team Development * Be a resource to new ...
Wilmington, DE · On-site
$24.87 - $41.45/hr
Manage daily implementation of client strategies. * Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to ...
Wilmington, DE · On-site
$24.87 - $41.45/hr
Manage daily implementation of client strategies. * Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to ...
$24.87 - $41.45/hr
Manage daily implementation of client strategies. * Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to ...
$24.87 - $41.45/hr
Manage daily implementation of client strategies. * Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to ...
Wilmington, DE · On-site
$24.87 - $41.45/hr
Manage daily implementation of client strategies. * Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to ...
Wilmington, DE · On-site
$24.87 - $41.45/hr
Manage daily implementation of client strategies. * Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to ...
Radnor, PA · On-site
$72K - $131K/yr
Analyze customer, client, and business performance data to identify barriers to adoption and ... or implementation that directly aligns with the specific responsibilities for this position.
Radnor, PA · On-site
$72K - $131K/yr
Analyze customer, client, and business performance data to identify barriers to adoption and ... or implementation that directly aligns with the specific responsibilities for this position.
Radnor, PA · Hybrid
$72K - $131K/yr
Analyze customer, client, and business performance data to identify barriers to adoption and ... or implementation that directly aligns with the specific responsibilities for this position.
Radnor, PA · Hybrid
$72K - $131K/yr
Analyze customer, client, and business performance data to identify barriers to adoption and ... or implementation that directly aligns with the specific responsibilities for this position.
You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This ...
You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This ...
You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This ...
You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This ...
Horsham, PA · On-site
Triage incoming work, develop sound implementation plans, and lead the execution of complex content and production projects from inception through to completion, ensuring all deliverables meet or ...
Horsham, PA · On-site
Triage incoming work, develop sound implementation plans, and lead the execution of complex content and production projects from inception through to completion, ensuring all deliverables meet or ...
$39.4K - $51.2K
7% of jobs
$51.2K - $63K
4% of jobs
$74.4K is the 25th percentile. Wages below this are outliers.
$63K - $74.9K
14% of jobs
$74.9K - $86.7K
15% of jobs
The median wage is $94.9K / yr.
$86.7K - $98.5K
14% of jobs
$98.5K - $110.4K
14% of jobs
$116.8K is the 75th percentile. Wages above this are outliers.
$110.4K - $122.2K
13% of jobs
$122.2K - $134K
7% of jobs
$134K - $145.9K
5% of jobs
$145.9K - $157.7K
3% of jobs
$157.7K - $169.5K
3% of jobs
$39.4K
$104.5K
$169.5K
In a Client Implementation position, your daily tasks often include coordinating with clients to understand their requirements, managing project timelines, and delivering onboarding or training sessions. You’ll work closely with internal teams such as sales, product, and support to ensure a seamless setup and address any client questions or technical issues that arise. Documenting progress, troubleshooting problems, and providing feedback to improve processes are also common activities. This means you’ll balance client interaction, internal collaboration, and hands-on project execution every day.
A Client Implementation job involves onboarding new clients and ensuring they successfully integrate a company's products or services into their operations. This role requires coordinating between internal teams and clients to manage timelines, troubleshoot issues, and customize solutions based on client needs. Strong project management, communication, and problem-solving skills are essential. The goal is to ensure a smooth transition and a positive client experience, leading to long-term satisfaction and retention.
To thrive in a Client Implementation role, you need strong project management abilities, problem-solving skills, and experience in customer onboarding, often supported by a degree in business, IT, or a related field. Familiarity with CRM software, project management tools (like Asana or Jira), and sometimes industry-specific certifications can be highly beneficial. Exceptional communication, attention to detail, and the ability to manage expectations set top performers apart. These skills are essential to ensure smooth client transitions, maintain satisfaction, and drive successful adoption of services or products.

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. 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?
We are growing and looking for an experienced Implementations Managers to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform.
While we're not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we'd be delighted to connect with you!
What Will You Be Doing?
Requirements
The Necessities
The Extras
This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is a minimum of $80K - $95K, plus performance based bonus. 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.
OUR 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.
OUR 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 recruiting@vestwell.com 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.
Sourced by ZipRecruiter
Finance and insurance
201 - 500 Employees
New York, NY, US
2016