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Vestwell is seeking a 529 Business Intelligence Specialist to ensure compliant and accurate reporting for 529 and CSA plans within the financial technology company powering the new savings economy. Responsibilities include identifying and resolving data discrepancies, designing data models and queries, collaborating with engineering and product teams, and automating manual reporting processes. The role requires expertise in 529/CSA plan mechanics, regulatory rules, and financial processing.
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 recruiting@vestwell.com 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.
