# Senior Specialist, Plan Design at Vestwell

- Company: Vestwell
- What the company does: Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers. Backed by Lightspeed.
- Company website: https://vestwell.com/
- Type: Startups
- Level: Senior
- Location: New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ | Remote
- Work setup: Remote
- Pay: $75K to $85K base salary per year (USD)
- Posted: 2026-06-11
- Apply by: 2026-10-08
- Apply: https://job-boards.greenhouse.io/vestwell/jobs/7764060003
- Page: https://www.1752.vc/careers/jobs/vestwell-senior-specialist-plan-design/

## About the role

This role will be based in either the New York City, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote.

## What they're looking for

- Independent Judgment & Analysis: Exercise discretion in evaluating plan design requests, assessing legal and operational risk, and determining appropriate document structures with minimal supervision
- Process & Documentation Improvement: Support and contribute to process reviews, research, and documentation related to plan document operations, corrections, and audit support
- Project Management: Design and manage workflows for novel and recurring large-scale document projects, ensuring timely, accurate, and scalable execution
- Product & Automation Support: Partner with Product teams to improve document automation, technology-supported drafting processes, and overall plan document management capabilities
- Subject Matter Expertise - Understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
- At least 5 years of experience in qualified/non-qualified plans including sales support, design consultation, document drafting, and non-discrimination testing

Tags: Plan Design