Senior Manager, FP&A

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's 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 vestwell.com [http://vestwell.com/] Who Are We Looking For? Vestwell's Marketing team is seeking an experienced Senior Content Strategist to help us define content strategy and create compelling copy, with a focus on our government partner channel. This role will report to the Senior Manager, Brand Marketing, and will be an integral part of the Vestwell Marketing team. If you're energized by the challenge of making complex financial and policy topics feel clear and compelling, we'd love to meet you. What Will You Be Doing? * Own the content strategy for Vestwell's government partner channel, driving planning, execution, and optimization with a high degree of autonomy. * Become the internal subject matter expert on government savings programs, developing deep knowledge of policy, regulations, and partner needs to inform content strategy. * Create compelling, on-brand content across a variety of formats, including email campaigns, landing pages, white papers, thought leadership, web content, sales enablement materials, and more. * Manage the editorial calendar for government program communications, ensuring content is strategically planned, prioritized, and delivered on time. * Define content KPIs, measure performance, and use insights to continuously improve content strategy and effectiveness. * Collaborate closely with internal and external stakeholders to ensure content supports broader business objectives. * Contribute to broader marketing initiatives and support the Content team on cross-functional projects as needed. Requirements The Necessities * 5+ years of experience in content strategy, content marketing, or copywriting, preferably in financial services, fintech, and/or government-related industries. * Exceptional writing and editing skills, with a portfolio demonstrating strategic thinking and experience across multiple content formats and audiences. * Strong organizational and project management skills, with the ability to manage multiple priorities and stakeholders simultaneously. * Experience creating content across channels, including web, email, thought leadership, and long-form assets. * Experience using CMS platforms like Hubspot, Sanity, and other digital publishing tools. * A collaborative, entrepreneurial mindset with the flexibility to adapt to evolving business priorities. The Extras * Experience with SEO, AEO, and digital content optimization. * Experience developing and managing end-to-end content strategies and editorial calendars. * Experience creating both thought leadership and technical product marketing content. * Familiarity with financial products or regulated industries. * Experience writing for multiple audiences, including government agencies, employers, financial advisors, and consumers. This role will be based in either the New York City office, and will be part of Vestwell's hybrid in-office operation. The expected base salary range for this position is $105K - $120K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan. OUR PROCESS Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises. For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com [http://vestwell.com/] is not our Recruitment team. Vestwell’s Privacy Policy. [https://www.vestwell.com/privacy-policy] Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy. [https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing&ouid=111643980444675168924&rtpof=true&sd=true]

About Us: EvolutionIQ’s mission is to improve the lives of injured and disabled workers and enable them to return to the workforce, saving billions of dollars in avoidable costs and lost productivity to the US and global economies and make insurance more affordable for everyone. We are currently experiencing massive growth and to accomplish our goals, we are hiring world-class talent who want to help build and scale internally, and transform the insurance space. Our team is our #1 priority, and we have been named one of Inc.’s Best Workplaces [https://www.evolutioniq.com/resources/evolutioniqs-award-winning-culture-three-years-running-as-an-inc-best-workplace] 3 years in a row! The Adventure: We're the leading AI Guidance Platform in the insurance industry today, working with some of the largest insurance carriers in the US and expanding globally. We are seeking a highly skilled and motivated Senior Analytics Engineer to play a pivotal role in building and scaling our next-generation analytical data platform. This role will be instrumental in shaping our analytics strategy, designing robust data models, and ensuring the availability, accuracy, and performance of our business intelligence data assets. As a key member of our team, you will collaborate closely with data scientists, analysts, and other engineers to deliver data-driven insights that drive critical business decisions. RESPONSIBILITIES: Platform Design and Development: * Lead the design, development, and implementation of a scalable, reliable, and efficient analytical data platform. * Influence decisions on technology and tool selection for data ingestion, storage, transformation, and analysis for the analytics platform. * Contribute to the overall data architecture and strategy, ensuring alignment with business needs and best practices. Data Pipeline Engineering: * Build and maintain robust ETL/ELT pipelines to ingest, transform, and load data from various sources into the data warehouse (e.g., cloud storage, databases, APIs). * Develop and optimize data models for analytical use cases, ensuring data quality, consistency, and accessibility. Data Quality and Governance: * Establish and enforce data quality standards and processes to ensure data accuracy and integrity. * Implement data governance policies and procedures to manage data access, security, and compliance for analytics use cases * Proactively identify and address data quality issues, working with stakeholders to resolve root causes. Collaboration and Communication: * Partner with data scientists, analysts, and other engineers to understand their data needs and provide solutions. * Effectively communicate technical concepts and designs to both technical and non-technical audiences. * Mentor and guide data engineers, fostering a culture of learning and collaboration. Innovation and Continuous Improvement: * Stay up-to-date on the latest trends and technologies in data engineering and analytics. * Identify opportunities to improve existing data processes and tools. * Proactively propose and implement innovative solutions to address data challenges. REQUIRED QUALIFICATIONS & SKILLS: * Bachelor's or Master's degree in Computer Science, Engineering, or a related field. * 5+ years of experience in data engineering, with a focus on building analytical data platforms. * Demonstrated experience with cloud data warehousing solutions (e.g. BigQuery, Snowflake, Redshift). * Strong proficiency in SQL and experience with data modeling techniques (e.g., star schema, dimensional modeling). * Experience building and maintaining ETL/ELT pipelines using tools like Dagster, Apache Airflow, dbt, or similar. * Experience with programming languages such as Python, Java, or Scala. * Experience with data governance and data quality tools and processes is highly desirable. * Excellent problem-solving and analytical skills, along with passion for data and a commitment to data quality. Work-life, Culture & Perks:  * Compensation: The base salary range is $200-225K, with flexibility depending on a candidate’s background and experience. An annual bonus plan and company equity plan (RSUs) are also included in our compensation package. * Well-Being: Medical, dental, vision, short & long-term disability, life insurance and AD&D, and 401k matching. Additional family, wellness, and pet benefits.  * Home & Family: Paid time off and sick leave, 100% paid parental leave (16 weeks for primary caregivers and 12 weeks for secondary caregivers). We offer a flexible schedule for new parents returning to work.  * Office Life: Catered lunches, happy hours, pet-friendly spaces, and monthly technology stipend. * Growth & Training: $1,000/year for each employee for professional development, as well opportunities for tuition reimbursement. * Sponsorship: We are open to sponsoring candidates currently in the U.S. who need to transfer their active visa. Please check with our Recruiting team if your visa is applicable for transfer.   EvolutionIQ appreciates your interest in our company as a place of employment. EvolutionIQ is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.