Senior Specialist, Plan Design

Vestwell(1 month ago)

HybridFull TimeSenior$80,000 - $90,000Retirement Services

About this role

The Senior Plan Design Specialist at Vestwell is a retirement-services consultant who supports Sales and Plan Design teams by advising on plan designs and ensuring smooth transitions of new clients onto the Vestwell platform. The role requires extensive experience with sponsors, recordkeepers, or TPAs and strong knowledge of ERISA, DOL, and IRS regulations. The position is part of Vestwell’s Retirement Services team and operates primarily on a hybrid in-office model with potential for fully remote hire for exceptional candidates.

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Required Skills

Plan Design
Illustration
Document Review
Subject Expertise
Project Management
Document Creation
On-Call Support
Product Support
Excel
Google Workspace

+5 more

Qualifications

QKA (ASPPA)

About Vestwell

vestwell.com

Vestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.