Senior Associate, Billing

Overview

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for retirement, education, and healthcare needs. Vestwell enables over 350,000 businesses and nearly 1.5 million active savers, with over $30 billion in assets saved across all 50 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. The 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

Who Are We Looking For?

At Vestwell, our people make all the difference. We are looking to add a Senior Associate to join our Billing team, within the Finance department. As a Senior Associate in the Billing Team, you will support end-to-end billing operations for advisors and external partners. You bring strong attention to detail and accountability to managing billing activities, ensuring accuracy across statements and payments while helping maintain the financial health of the business.

You will work cross-functionally with internal teams and external partners, proactively resolving issues, and communicating clearly to keep processes moving. You take ownership of your work, contribute to close and reconciliation activities, and look for opportunities to improve and scale processes through better controls, automation, and system enhancements.

• Perform end-to-end billing tasks for external partners including reviewing contracts and fee documentation, setting up and maintaining partners’ profiles in internal systems, managing statements generation, and processing payments.
• Prepare, review, and distribute statements, ensuring accuracy, completeness, and alignment with contractual terms.
• Investigate and resolve fee discrepancies, including corrections, adjustments, and addressing root causes to prevent recurring issues.
• Process payments, maintain records and resolve returned or failed payments.
• Serve as the primary point of contact for external partners’ inquiries, coordinate internal response, and close the loop with clear communication.
• Participate in month-end, quarter-end, and year-end close processes, including reconciliations and audit support.
• Contribute to the implementation and enhancement of billing systems, processes, and controls to improve accuracy, efficiency, and scalability.

The Necessities

• Bachelor’s degree in Finance, Accounting, or a related field.
• 3-5 years of experience in billing, accounts receivable, or finance operations.
• Strong external relationship management.
• Proficiency in Excel
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Attention to detail and commitment to accuracy.

This role will be based in either the New York City or King of Prussia office, and will be part of Vestwell's hybrid in-office operation.

Note:

Salary range and bonuses are described for transparency; actual offers may vary based on location and other factors. This position is eligible to participate in the Company Bonus Pool and to receive new hire equity in the Company.

Our salary range for this position is $80-$90K for New York. Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. We offer a hidden earn, annual bonus opportunities, and a 401(k) plan. We are a hybrid-office company with offices in Midtown Manhattan, Austin, King of Prussia, and Phoenix.

It starts with 1-2 conversations to get to know the team, experience, and interests. The usual next steps include a skill or experience screen, followed by a virtual or in-person interview panel if the screens go well. Before making an offer, a references check is conducted. We prioritize transparency and lack of surprise throughout the process.

For awareness, you will only receive correspondence from ; any other domain not ending in  is not our Recruitment team.

Privacy & Contacts

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In the course of conducting our business and complying with applicable regulations, we may collect Personal Information. If you accept employment with Vestwell, you may view our California Privacy Rights Act here and Vestwell’s California Privacy Rights Policy.