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 350,000 businesses and nearly 1.5 Million active savers, with over $30 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
Vestwell 2025 Internship Program
At Vestwell, our internship program is designed to provide participants with the knowledge, resources, and hands-on training necessary to understand the value of our product and gain meaningful, real-world experience.
As an intern, you will have the opportunity to:
- Gain exposure to all of Vestwell’s product service lines that power our retirement savings platform
- Collaborate cross-functionally with stakeholders from various teams across the organization
- Showcase your work through a comprehensive portfolio of your final project
- Receive ongoing mentorship and guidance through regular check-ins with your assigned manager and mentor
Program Details:
- The majority of Vestwell’s interns will be based in our NYC office, with additional opportunities in our King of Prussia and Austin offices. Interns located within commuting distance of these offices will be expected to follow our hybrid policy, working in the office 4 days a week (Monday through Thursday).
- This is a 10-week intensive program, running from June 2 to August 8, 2025.
About the team
Our finance teams play a vital role in managing our technical accounting functions while offering strategic advice and practical solutions. This team supports our development initiatives by forecasting, modeling, and establishing our financial strategy. Additionally, they assist both Vestwell and our clients in complying with accounting regulations, enhancing the accuracy of financial reporting, and meeting independent audit standards.
Who Are We Looking For?
Vestwell is one of the nation's fastest-growing fintech providers as we revolutionize the financial services market. At Vestwell, we are committed to innovation, driving disruption, and delivering cutting-edge solutions. As a critical member of our finance team, you will have the opportunity to work closely with the billing and accounting department, specifically with bank reconciliations and collections.
Requirements:
The Necessities:
- Proficient in Excel
- Basic accounting knowledge
- Detail oriented
- Self motivated and driven
- Project management and problem solving skills
The Extras:
- Advanced Excel skills
- Fintech, Saas, or Financial Services company experience
- Experience automating and using AI processes
Vestwell’s Internship Program Benefits:
- Competitive Compensation: Earn $25/hr for 30 hours per week, providing meaningful financial support while gaining valuable experience.
- Curated Learning & Development: Access tailored opportunities to enhance key skills, including time management, presentation, and industry-specific knowledge through 101 courses.
- Exclusive Vestwell Swag Package: Receive a personalized swag package to feel connected to the Vestwell team.
- Weekly Meals & Snacks: Enjoy in-office breakfast and lunch options each week, creating a collaborative and enjoyable work environment.
- Networking & Community Engagement: Participate in dedicated networking events and Employee Resource Group activities to build connections with fellow interns and employees.
- Performance-Based Bonus: Earn a performance bonus based on your contributions and program evaluation, recognizing your hard work and achievements.
- Portfolio Development: Showcase your skills and accomplishments by completing a final project that will enhance your professional portfolio.
- Potential for Full-Time Conversion: High-performing interns may have the opportunity to interview for full-time roles, with access to the full range of employee benefits (see below for details!).
OUR BENEFITS
We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
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.
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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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