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. 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.

Design data models, queries, and governed analytics. Collaborate with engineering and product teams to enhance data pipelines and support client-established standards.

Requirements

to clients. Develop automation to replace manual reporting processes and reduce turnaround time.

, and establish acceptance criteria. Document workflows, data models, and quality control procedures.

: 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 amp; 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.

BENEFITS

We’re an innovative, high-growth company with an exciting future ahead.

, 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. com is not our Recruitment team.

Vestwell’s Privacy Policy. , we must collect Personal Information from you.