Scottsdale, Arizona, United States · Hybrid
$75k–$85k/yr
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
Scottsdale, Arizona, United States · Hybrid
$60k–$70k/yr
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: Client Relationship Management, Financial Services, Problem Solving, Critical Thinking, Time Management
Scottsdale, Arizona, United States · Hybrid
$60k–$75k/yr
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: Customer Service, Critical Thinking, Problem Solving, Time Management, Organizational Skills
New York, New York, United States · Hybrid
$195k–$205k/yr
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: AI Engineering Leadership, People Management, Python, Large Language Models, Retrieval-Augmented Generation
Scottsdale, Arizona, United States · Hybrid
$80k–$90k/yr
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: Retirement Plan Administration, Compliance Testing, IRS Regulations, IQPA Audits, Plan Terminations
Scottsdale, Arizona, United States · Hybrid
$70k–$80k/yr
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: Account Management, Client Retention, Customer Service, Time Management, Organizational Skills
Austin, Texas, United States · On-site
Overview The US Oncology Network is looking for a New Patient Coordinator to join our team at Texas Oncology. This full-time position will support the Medical Oncology Department at our 12221 Renfert Way Suite 300 clinic…
Skills: Patient Coordination, Insurance Verification, Medical Terminology, Revenue Cycle Management, Patient Access
Austin, Texas, United States · On-site
$84k–$95k/yr
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise…
Skills: Financial planning, Client consultation, Insurance strategies, Relationship building, Analytical thinking
Austin, Texas, United States · On-site
Description JOB SUMMARY: The Controller is responsible for essential financial and accounting functions, including appropriate close and reporting cycles, audit, and tax support. The Controller is expected to maintain a …
Skills: Accounting, Financial Reporting, General Ledger, Accounts Payable, Grant Accounting
Austin, Texas, United States · On-site
$70k–$85k/yr
Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Ready to turn your experience into s…
Skills: Financial planning, Insurance solutions, Client consultation, Networking, Communication skills
Austin, Texas, United States · Remote OK
Avathon Government, a wholly owned subsidiary of Avathon, is a U.S. company based in Austin, TX. Avathon Government harnesses proven AI technology to bolster military readiness, improve decision advantage, and optimize d…
Skills: General Ledger, Job Costing, GAAP Compliance, Deltek Costpoint, Financial Reporting
Austin, Texas, United States · On-site
Description HouseMax Funding is a staple of the real estate investment community. As a premier hard money lender, we are known for speed, reliability, and deep market expertise. We are driven to help real estate investor…
Skills: Next.js, Supabase, Vercel, Python, SQL Server
Denver, Colorado, United States · Remote OK
Overview This is a remote role that may only be hired in the following location(s): AZ, FL, GA, NC and TX. We are looking for a hands-on Software Engineer to join our growing Corporate Credit Card delivery team, which pr…
Skills: Java 11+, Spring Boot, Microservices, Docker, Kubernetes
Austin, Texas, United States · On-site
$120k–$140k/yr
Senior Manager, Events Marketing About inKind inKind is transforming restaurant financing and customer engagement through an innovative fintech platform that provides restaurants with growth capital while helping consume…
Skills: Event Strategy, Project Management, Budget Management, Vendor Management, Stakeholder Management
Austin, Texas, United States · On-site
Henna Chevrolet is a proud family-owned and operated dealership experiencing rapid growth across both our new and used vehicle departments. We believe that family matters, and we have intentionally built a supportive, ti…
Skills: Deal structuring, Automotive finance, Insurance sales, Menu presentation, Lender relations
Dublin, Leinster, Ireland · On-site
$100k–$150k/yr
Hudson River Trading (HRT) is looking for an Electronic Trading Support Engineer to join our global Trade Operations (TradeOps) team in NYC. This team is responsible for managing HRT’s live trading environment, one of th…
Skills: Unix, Python, Perl, Bash, Electronic trading
Austin, Texas, United States · On-site
Overview About Us Founded in 1990, LS Power is a premier development, investment, and operating company focused on the North American power and energy infrastructure sector, with leading platforms across generation, tran…
Skills: Project accounting, Capital project accounting, Construction accounting, FERC accounting, Financial reporting
Austin, Texas, United States · On-site
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Skills: Retail banking, Financial services, Sales, Client relationship management, Communication
Austin, Texas, United States · Hybrid
$109k–$139k/yr
Company Description Wise is a global technology company, building the best way to move and manage the world’s money. Min fees. Max ease. Full speed. Whether people and businesses are sending money to another country, spe…
Skills: Influencer marketing, Strategic planning, Budget management, Performance marketing, Cross-functional collaboration
Austin, Texas, United States · Remote OK
Your role, your impact As a Senior Salesforce Solution Architect specializing in Financial Services, you'll lead consulting engagements that transform complex business needs into secure, scalable, and user-friendly Sales…
Skills: Salesforce, Solution architecture, Financial services, Wealth management, Banking
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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.
Employee 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.
Interview 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 2.55M+ savers across 750+ businesses nationwide, with over $56B+ 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
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