Vestwell Benefits Overview

Use knowledge of 529 and CSA plan mechanics and regulatory rules to produce compliant, accurate reporting. Design data models, queries, and governed analytics; identify and resolve data discrepancies and system issues. Manage end-to-end reporting cycles, automate manual processes, support data pipelines with engineering/product, handle reporting requests, draft Jira epics/stories with acceptance criteria, and document workflows, data models, and quality control procedures.

The Staff Software Engineer will develop and support product features, enforce coding best practices, mentor junior engineers, and contribute to architectural decisions in a fintech environment.

The Business Development Associate will drive lead generation, manage a sales pipeline, and convert leads into sales for retirement solutions, mainly through collaboration with financial advisors.