Senior Specialist, Plan Design

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.