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
Vestwell is expanding and we are looking for someone to join our team. This person must have a passion for data —we’re talking about everything from pipelines to automation to AI. We’re looking for someone who loves to problem-solve 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.
The role requires someone who dives into whatever challenge is placed in front of them. As a member of the data & analytics squad, you will be involved in the planning, execution, and management of the following facets of our work process: product requirements, functional requirements, acceptance criteria, test cases, AI deep research, and AI tooling. This job requires building a trusted relationship with operations, development, QA, and Vestwell’s business stakeholders to deliver new product features that critically impact the growth of our company and our partners.
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 data-based decisions and implementation plans that you will develop
- Partner with developers to break down product requirements into discrete tasks with clear functional requirements/acceptance criteria
- Assist QA team in understanding the appropriate positive and negative test cases to ensure test coverage and a high level of code quality
- 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, allowing the data to inform future development
Requirements
The Necessities
- 3+ years of Product Management experience
- Exceptional business and systems analysis skills
- Ability to thoroughly understand and document business/functional requirements and use cases
- Consistent management of project work through the SDLC
- 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
- Experience with SQL, must be able to read it and write it to some provable extent
The Extras
- Finance or retirement-plan knowledge
- Data-science degree
- Data warehousing experience
- Former junior engineer
This role will be based in either the New York City, 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 $95K - $110K 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
- 3+ years of Product Management experience
- Exceptional business and systems analysis skills
- Ability to understand and document business and functional requirements and use cases
- Experience managing project work through the software development lifecycle
- 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 read and write SQL to a provable extent
- Finance or retirement-plan knowledge
- Data-science degree
- Data warehousing experience
- Former junior engineer 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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