or apply directly on Vestwell's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 12 days Vestwell's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- Yes 95% of Vestwell's roles list one
- Ghost-job risk at Vestwell
- high 14 stale, 1 reposted of 21 open
- Hiring momentum
- 35 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Vestwell's own greenhouse board since 2026-08-03. Full hiring picture for Vestwell.
About this role
As a Conversion Associate at Vestwell, you will support the onboarding of conversion plans to the company's platform by managing projects and collaborating with internal teams. Your daily tasks will include reviewing asset transfers, coordinating with various stakeholders, and ensuring timely completion of conversion processes while providing exceptional service to plan sponsors.
- benefits
- 3/5
- freshness
- 4/5
- career value
- 3/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Vestwell as an employer.
What you need
- Undergraduate or graduate degree in Finance or Accounting with a strong academic performance record
- Strong aptitude for numbers and understanding of cash and traditional securities reconciliation
- Proactive and analytical problem-solving skills
- High degree of organization and dependability
- Ability to prioritize tasks and manage client expectations
- High-level proficiency in Excel
Nice to have
- Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and Jira
- Good understanding of how mutual funds, stable value funds, and ETFs trade and settle
- General knowledge of ERISA rules and requirements, and experience with compliance/record-keeping systems (e.g. SunGard Relius, ASC, FIS)
- Qualified 401(k) Administrator (QKA) or higher ASPPA credentials
- Relevant record-keeper experience
What you get
- Comprehensive health benefits
- Generous time off
- Employee Wellbeing Committee
- Hybrid work model with flexibility
- Access to collaborative offices in multiple locations
- Competitive 401(k) plan
Worth weighing
- No specific mention of career advancement opportunities
- Role involves significant coordination with external parties, which may add complexity
- Salary range provided is based on NY and similar metro areas, which may differ based on location
Summarised from Vestwell's posting. Read the full original.
Listed by Vestwell on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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