529 Business Intelligence Specialist
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.comTITLE: 529 Business Intelligence SpecialistDUTIES: Apply knowledge of 529 and CSA plan mechanics, regulatory rules, and financial processingto ensure compliant and accurate reporting. Identify and resolve data discrepancies andunexpected system behavior. Manage end‑to‑end reporting cycles.Design data models,queries, and governed analytics. Collaborate with engineering and product teams to enhancedata pipelines and support client-established standards. Communicate regulatory andtechnical requirements to clients. Develop automation to replace manual reportingprocesses and reduce turnaround time. Manage reporting requests, draft Jira epics andstories, define requirements, and establish acceptance criteria. Document workflows, datamodels, and quality control procedures. SALARY: $105,00.00-$110,000.00 per yearSCHEDULE: 40 hours per week, Monday through Friday (9:00am-5:00pm)LOCATION: 640 Freedom Business Center Drive, 2nd Floor, King of Prussia, PA, 19406REQUIREMENTS: Bachelor’s degree, or the foreign equivalent, in Computer Science,Information Systems, Product Design, or closely related. plus 3 years ofexperience in product development in client-driven scenarios. Providingand managing recon tooling for tracking activity anomalies at any point inthe processing life-cycle. Minimum 2 years of experience with 529 & CSAplan mechanics, including financial processing rules, market cycles, andprogram limitations. 3 years of experience with the following (which mayhave been gained concurrently): SQL, Sigma/Tableau, Jira, Agilemethodology. CONTACT: Michelle Grandison, Vestwell Holdings, Inc., 360 Madison Ave, 15 th Floor, New York, NY10017OUR BENEFITSWe’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 PROCESSOur 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 ...