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. 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 $105,000.00-$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, 15th Floor, New York, NY 10017 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. We offer a competitive 401(k) plan. Equal‑Opportunity Employer As set forth in Vestwell’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. #J-18808-Ljbffr Vestwell