Senior Associate, Relationship Management (Auto-IRA & 529)

Job overview

The Senior Associate, Relationship Management (Auto-IRA & 529) role is listed in King of Prussia, PA, as part of Vestwell’s hybrid in-office operation; exceptional candidates may be considered for fully remote work. The expected base salary range is $70,000–$80,000 per year, with eligibility for the Company Bonus Pool and new-hire equity. Vestwell Government Savings administers 529 education savings, ABLE disability savings, state auto-IRA programs, and Child Savings Accounts for partners. The associate manages partner relationships and escalated issues while coordinating with internal teams to deliver partner value. Accurate reporting, clear communication, and process improvements support partner objectives and a reliable experience across savings programs.

What you'll do

• Develop partner relationship plans and monitor progress
• participate in status meetings
• handle complaints and troubleshoot issues
• collaborate with Middle Office, Operations, Product, Finance, Legal, and Compliance
• meet partner reporting requirements
• own responses to escalated partner issues
• maintain documentation of communications, project status, and resolutions
• recommend process, workflow, and partner-engagement improvements.

What we're looking for

Skills & competencies

senior associate

relationship management

auto-ira

529 savings

child savings accounts

partner relations

hybrid

king of prussia pa

vestwell

$70k–$80k base

bonus pool eligible

new-hire equity

401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive health benefits, generous time off, 401(k), eligibility for the Company Bonus Pool, and eligibility for new-hire equity.

Why this role

Hybrid in-office operation; exceptional candidates may be considered for fully remote work. Eligible for the Company Bonus Pool and new-hire equity. Benefits include comprehensive health benefits, generous time off, and a 401(k) plan.

About the employer

Vestwell is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.