Director, Enterprise Relationship Management

Director, Enterprise Relationship Management

Join us at Vestwell, a financial technology company redefining how people save for retirement, education, and healthcare. Vestwell serves over 350,000 businesses and nearly 1.5 million active savers, with more than $30 billion in assets across the United States.

We’re excited to add a Director of Enterprise Relationship Management to support our strategic and enterprise partnerships. Ideal candidates are client-focused, detail-oriented, strong communicators, adept problem solvers, multitaskers, and confident self-starters.

In this role you will support Sales in securing new partnerships, driving growth, and ensuring partner success and retention. You will manage relationship and program/project management from implementation through ongoing support.

• Own success of strategic partnerships, from revenue and retention
• Follow up with enterprise partners to ensure compliance with contract commitments and promote Vestwell visibility
• Collaborate cross‑functionally to onboard partners and optimize implementation and partnership strategies
• Support timely delivery of solutions according to partner needs and objectives
• Drive program management, identify new revenue opportunities, and manage partner‑specific projects
• Coordinate with internal teams to maintain Service Level Agreement compliance
• Drive business requirements, scope, and resource alignment for partner‑specific initiatives
• Own delivery of partner initiatives, ensuring objectives, risk mitigation, and outcomes are achieved

• 7+ years of client‑facing experience in Retirement, Wealth Management, Client Success, or related roles at a Financial Services SaaS company
• Self‑starter who requires minimal direction and has a “get it done” mindset
• Strong critical thinker, prioritizer, and problem solver
• Excellent project management, organizational, written, and verbal communication skills
• Entrepreneurial spirit, ability to adapt quickly, and think strategically
• Proven success working with senior management internally and externally
• Strong industry knowledge of 401(k)

• Proficiency in Asana, Excel, PowerPoint, and Google Workspace equivalents
• Experience in process improvement solution implementation
• Ability to work independently and manage workload to meet goals

The base salary range is $120 K–$135 K, plus performance‑based bonus and new‑hire equity. Benefits include competitive health coverage, generous vacation, hybrid office policy, and a robust 401(k) plan.

Based in one of Vestwell’s offices (New York, Austin, King of Prussia, Phoenix) with a hybrid schedule.

We start with an introductory conversation, followed by a role‑specific screen and interviews. If screens are successful, we conduct a final interview panel and reference checks. All official communication is handled through