Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
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
Who Are We Looking For?
Vestwell is expanding and we’re keen to add an amazing Data Science role to our team. Someone who’s passionate about maths and algorithms to extract deep insights from large data sets, who will work primarily with our Cortex/AI solution, implementing ML and predictive analysis to help Vestwell see further into both the past and the future. We’re looking for someone who loves to solve problems and is driven to build great solutions. You will work across all our product lines - translating end-user needs into focused, actionable steps, that result in timely data products. You will help refine and execute our product vision, improving the requirement-intake process, and implementing new processes on a quarterly basis. Vestwell is a continuously evolving data engine at its heart.
If you are someone who dives into whatever challenge is placed in front of you, you will find yourself involved in the planning and coordinating our overall AI-BI solutions, working with our Technical Director and his data engineering team to develop new research models and predictive analysis tooling.
What Will You Be Doing?
- Understand high-level strategic initiatives and stakeholder requirements; identify opportunities; and translate inputs into buildable features with clear benefits
- Effectively communicate and share plans and rationales
- Partner with developers to break down product requirements into discrete tasks with clear functional requirements/acceptance criteria
- Provide constant and iterative feedback to the development team, including identifying bugs and assisting in resolution
- Complete functional testing and provide initial product sign-off when features are ready for end-user verification
- Develop processes and tools for tracking usage trends and allow data to inform future development plans
Requirements
The Necessities
- Graduate degree in data science or heavily-weighted category
- Ability to define and plan overall ML strategy with our Technical Director
- Ability to define and write algorithms
- 2-3+ years of Product Management experience
- Exceptional business and systems analysis skills
- Ability to work in a fast-paced, project-oriented environment to meet deadlines under tight time constraints
- Ability to work independently as well as collaboratively within a team environment consisting of Product, Engineering, and QA resources
- Excellent communication skills, both in verbal and written formats
- Must have the ability to interface with internal stakeholders
- Ability to write/design python and/or R statistical programming
The Extras
- Data warehousing experience (Snowflake or Databricks)
- Actuarial experience
This role will be based in either the New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $135K - $145K 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.
Full-Time Employee 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.
Interview 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
- Graduate degree in data science or a closely related field
- Ability to define and plan an overall machine learning strategy
- Ability to define and write algorithms
- 2-3+ years of Product Management experience
- Exceptional business and systems analysis skills
- Ability to work in a fast-paced, project-oriented environment and meet tight deadlines
- Ability to work independently and collaboratively with Product, Engineering, and QA teams
- Excellent verbal and written communication skills
- Ability to interface with internal stakeholders
- Ability to write and design statistical programming in Python and/or R
- Data warehousing experience with Snowflake or Databricks
- Actuarial experience
Vestwell Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vestwell and has not been reviewed or approved by Vestwell.
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Retirement Support — Retirement benefits are portrayed as a standout, with a non‑elective employer contribution and broad eligibility across employment types. This consistent support increases perceived total compensation value.
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Healthcare Strength — Health coverage is described as competitive, with employer-paid benefits, HSA support, and monthly contributions that enhance affordability. The medical offering comes across as comprehensive and reliable.
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Parental & Family Support — Parental leave is characterized as generous, including extended time off and a reduced schedule upon return without reduced pay. These policies meaningfully support caregivers.
Vestwell Insights
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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