- Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis- Coordinating with our custody partners to ensure a seamless new plan onboarding processLiaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans- Working with 3rd party investment managers and advisors… Show more - Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis- Coordinating with our custody partners to ensure a seamless new plan onboarding processLiaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans- Working with 3rd party investment managers and advisors to define onboarding and ongoing requirements- Ensuring investment options are in sync with the respective programs- Ensuring investment performance and fact sheets are updated regularly- Participate in key quality assurance processes Show less

- Working with internal plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform- Coordinating with our custody partners to ensure a seamless new plan onboarding process- Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans- Proactively flagging when updates are needed for investment performance and fact sheets- Collaborating with… Show more - Working with internal plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform- Coordinating with our custody partners to ensure a seamless new plan onboarding process- Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans- Proactively flagging when updates are needed for investment performance and fact sheets- Collaborating with third-party Investment Managers and Advisors to define onboarding and ongoing requirements Show less

- Assist in grading and providing students with theoretical concepts and analytical tools to better understand the world of investing at an individual and institutional level.

- Utilization of databases and data services to acquire and synthesize data on delisted companies and market indexes focused on periods of market crashes and uncertain economic conditions for statistical, time-series, and event analysis.