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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, Ve…
Skills: ERISA Compliance, Plan Design Consultation, Document Drafting, Regulatory Interpretation, Non-Discrimination Testing
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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, Ve…
Skills: Program Management, Business Operations, Process Optimization, Systems Strategy, Stakeholder Management
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Austin, Texas, United States · Remote OK
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Austin, Texas, United States · Remote OK
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Austin, Texas, United States · Hybrid
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Austin, Texas, United States · On-site
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Austin, Texas, United States · Hybrid
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Austin, Texas, United States · Remote OK
$50k–$65k/yr
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Austin, Texas, United States · Remote Solely
$270k–$350k/yr
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
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Austin, Texas, United States · On-site
$60k–$70k/yr
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Skills: Business Development, Lead Generation, CRM Management, Marketing Strategy, RFP Response
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The Senior Specialist is responsible for interpreting ERISA laws to create, amend, and maintain compliant retirement plan documents. They act as a subject matter expert collaborating with Plan Sponsors and internal teams to align business goals with platform capabilities.
Requires at least 5 years of experience in qualified/non-qualified plans, including design consultation and document drafting. Candidates must have deep knowledge of ERISA, DOL, and IRS regulations.
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
Who Are We Looking For?
Vestwell is expanding and we’re excited about adding a Senior Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated consultant to support our Sales, Onboarding, Plan Design and Plan Documents teams in document creation and consultation with new and existing sponsors on their desired plan features. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some time servicing the plan design, compliance and plan document sides of qualified/non-qualified plan servicing.
What Will You Be Doing?
As a Senior Specialist, you will be responsible for independently interpreting ERISA and other applicable retirement plan laws to consult, amend, and maintain compliant retirement plan documents. This role requires advanced legal and regulatory knowledge, sound judgment, and the ability to translate Plan Sponsors’ business goals into plan documents that align with Vestwell platform capabilities and operational requirements. You will act as a key subject matter expert, partnering closely with internal teams and Plan Sponsors to ensure accuracy, compliance, and scalability of plan documentation.
Your responsibilities will include, but are not limited to:
Requirements
The Necessities
The Extras
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. For exceptional candidates, we're open to hiring this role fully remote.
The expected base salary range for this position is $75K - $85K, plus performance base bonus. This position is eligible to participate 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.
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 [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.
For the future
Vestwell is the backbone of the modern savings economy. Vestwell is a financial technology company equipping individuals with the tools, confidence, and access to move toward financial well-being. 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 powers 2M+ savers across 500k+ businesses nationwide, with over $50B 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. For more information, visit vestwell.com.
Offices: 360 Madison Ave, New York, NY 10017, US
Based on 636 listings with disclosed salaries, most consulting jobs in Austin, TX pay between $70k–$208k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include Amazon, Electric Power Engineers, Kestra Financial, AECOM, Oracle, among others. Browse the listings above to see every active employer.
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