Vestwell
529 Business Intelligence Specialist
King of Prussia, PA
Sponsorship not specified$11k-$110kDetected 6 days ago
SQLData EngineeringData VisualizationAgileJiraCommunication
About the role
- Vestwell is the financial technology company powering the new savings economy.
- Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
- To learn more, visit vestwell.com 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.
Responsibilities
- Manage end‑to‑end reporting cycles.Design data models,
- Collaborate with engineering and product teams to enhance
- data pipelines and support client-established standards.
- Develop automation to replace manual reporting
- Manage reporting requests, draft Jira epics and
- Document workflows, data
- 640 Freedom Business Center Drive, 2nd Floor, King of Prussia, PA, 19406
Requirements
- Bachelor's degree, or the foreign equivalent, in Computer Science,
- experience in product development in client-driven scenarios.
- Minimum 2 years of experience with 529 & CSA
- 3 years of experience with the following (which may
Compensation
- $105,00.00-$110,000.00 per year
Benefits
- At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee.
- Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Company info
- And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
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This listing is sourced directly from Vestwell's careers page and normalized into a canonical job model.