Senior Specialist, Plan Design

New York · Austin · King of PrussiaRemote (US)senior$75K – $85K

via Greenhouse

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About this role

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.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: teams, salesforce

Level fit

This role is senior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is remote-eligible — we factor in your stated location and time-zone overlap.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamssalesforce

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