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.

Requirements

• Bachelor’s degree, or the foreign equivalent, in Computer Science, Information Systems, Product Design, or closely related field.
• 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.

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.

Contact

Contact: Patty Kim, Vestwell Holdings, Inc., 360 Madison Ave, 15th Floor, New York, NY 10017

Pay

$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