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
TITLE: 529 Business Intelligence Specialist
DUTIES: Apply knowledge of 529 and CSA plan mechanics, regulatory rules, and financial processing
to ensure compliant and accurate reporting. Identify and resolve data discrepancies and
unexpected system behavior. Manage end‑to‑end reporting cycles.Design data models,
queries, and governed analytics. Collaborate with engineering and product teams to enhance
data pipelines and support client-established standards. Communicate regulatory and
technical requirements to clients. Develop automation to replace manual reporting
processes and reduce turnaround time. Manage reporting requests, draft Jira epics and
stories, define requirements, and establish acceptance criteria. Document workflows, data
models, and quality control procedures.
SALARY: $105,00.00-$110,000.00 per year
SCHEDULE: 40 hours per week, Monday through Friday (9:00am-5:00pm)
LOCATION: 640 Freedom Business Center Drive, 2nd Floor, King of Prussia, PA, 19406
REQUIREMENTS: Bachelor’s degree, or the foreign equivalent, in Computer Science,
Information Systems, Product Design, or closely related. plus 3 years of
experience in product development in client-driven scenarios. Providing
and managing recon tooling for tracking activity anomalies at any point in
the processing life-cycle. Minimum 2 years of experience with 529 & CSA
plan mechanics, including financial processing rules, market cycles, and
program limitations. 3 years of experience with the following (which may
have been gained concurrently): SQL, Sigma/Tableau, Jira, Agile
methodology.
CONTACT: Patty Kim, Vestwell Holdings, Inc., 360 Madison Ave, 15 th Floor, New York, NY
10017
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 [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s 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.
Skills Required
- Bachelor's degree or foreign equivalent in Computer Science, Information Systems, Product Design, or closely related field.
- Minimum 3 years experience in product development in client-driven scenarios.
- Providing and managing reconciliation tooling for tracking activity anomalies across the processing lifecycle.
- Minimum 2 years experience with 529 and CSA plan mechanics, including financial processing rules, market cycles, and program limitations.
- 3 years experience with SQL, Sigma/Tableau, Jira, and Agile methodology (may be concurrent).
What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors, we’re tackling a complex challenge with collaboration, innovation, and purpose at every step.
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