529 Business Intelligence Specialist

Vestwell•King of Prussia, PA

7d•$105,000 - $110,000•Hybrid

About The Position

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.

Requirements

Bachelor’s degree, or the foreign equivalent, in Computer Science, Information Systems, Product Design, or closely related.
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 SQL, Sigma/Tableau, Jira, Agile methodology.

Responsibilities

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.