Vestwell is hiring a

Product Specialist - Payroll Integrations

New York, United States

Who are we?

Vestwell believes that all Americans should have easy access to a retirement account which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. By combining the expertise of an advisor with the sophistication of a technology provider, we’ve modernized the retirement offering while removing traditional friction points. As a result, advisors get an easy button for expanding their business, employers get a cost effective solution without the administrative burden, and employees get a user friendly portal that helps them achieve their long term saving goals.

Why Vestwell?

With backing from leading Fintech and Finserv investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of change in the $11 trillion 401(k) market. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun. Oh, and we’re really good at ping pong.

Who are we looking for?

We are on the hunt for a dynamic, organized and driven individual to join our team as a Product Specialist within the Product group. One of the key processes for a retirement plan is the processing of contributions. In our efforts to streamline this we are working with payroll companies to retrieve and process this information via automated interfaces. The Product Specialist will focus on the building and maintenance our interfaces with payroll companies. They will work closely with our development team to spec and deliver these integrations via sftp, API and any other method supported by the payroll company. To accomplish this, the candidate must have a deep understanding of data interfaces, ETL tools and transmission protocols and the ability to communicate with internal and external Development, Business and QA teams. The position requires the ability to balance client expectations, drive and coordinate resources to meet tight timelines, and keep the project scope in alignment with the overall platform vision.

What will you be doing at Vestwell?

  • Build and support integrations between Vestwell and Payroll Systems.
  • Work with internal and external IT partners to ensure data feeds are accurate and delivered in a timely manner
  • Develop tools and dashboards to monitor KPIs and proactive alerting to possible issues and/or delays
  • Work directly with clients, subject matter experts, development, QA and senior management to define test plans for both Quality Assurance and Business resources
  • Conduct user testing to ensure satisfaction of development requirements, including providing formal sign-off of all enhancements prior to production releases
  • Provide support to clients during User Acceptance Testing as part of onboarding process and subsequent product upgrades


The Necessities

  • 1-5 years of experience as a business or data analyst
  • Ability to thoroughly understand business requirements, define solutions, and specify functional
    requirements for use by the software development team
  • Testing/configuration experience, basic understanding of database structure and SQL
  • Experience with integrations via APIs, OAuth, JSON, XML and other communication methods
  • Ability to work in a fast paced, project-oriented environment and meet deadlines under tight time constraints

The Extras

  • Bachelor’s Degree from an accredited four-year college or university
  • Early stage startup and/or Financial Services experience


We’re an early stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage, an open vacation policy, cappuccino & healthy snacks, and a bright, comfortable office with lots of workspace options so you can be comfortable and as productive as possible. And naturally we have a great 401(k) plan!

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