Senior Associate, Relationship Management (529 & CSA)

Job overview

The Senior Associate, Relationship Management (529 & CSA) role is hybrid and may be based in New York City, Austin, King of Prussia, or Scottsdale; compensation is a $70,000–$80,000 annual base salary. The role supports Vestwell Government Savings partners in 529 education savings and Child Savings Accounts.

What you'll do

• Develop partner relationship plans and monitor progress
• handle complaints and escalated issues
• coordinate with Middle Office, Operations, Product, Finance, Legal, and Compliance
• meet partner reporting requirements
• assess regulatory requirements
• document communications, project status, and issue resolution.

What we're looking for

Skills & competencies

senior associate

relationship management

529 plans

child savings accounts

vestwell

hybrid

scottsdale az

$70,000–$80,000 base

partner relationships

client issue resolution

cross-functional collaboration

financial technology

Work arrangement

• Weekend coverage required

Benefits & perks

• Health benefits, generous time off, employee wellbeing committee, hybrid work flexibility, competitive 401(k), bonus pool eligibility, and potential new-hire equity.

Why this role

The role requires 1–3 years of experience, including client service. The posting describes eligibility for the Company Bonus Pool and new-hire equity, alongside a hybrid work model.

About the employer

Vestwell is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.