Evelyn S.

Senior Associate, Implementations Project Management @Vestwell

Phoenix, AZ, US

Lead the end-to-end onboarding process for new and conversion retirement plans on the Vestwell platform, guiding clients from initial sale through successful implementation- Partner with financial advisors, plan sponsors, prior recordkeepers, and TPAs to define timelines, deliverables, and action plans- Serve as the primary point of contact for all stakeholders, ensuring clear communication, on-time delivery, and alignment across teams- Collaborate cross-functionally to meet SLAs and manage project milestones using Salesforce, Atlassian, Asana, and proprietary tools.

Macquarie University

Bachelor of Arts, International Communications