CrawlJobs Logo
Fin Capital Logo Fin Capital · Finance

Senior Specialist, Plan Design

United States, New York 75000.00 - 90000.00 USD / Year · Job Posted February 17, 2026
Apply Position
Job Link Share

Job Description

Vestwell is expanding and we’re excited about adding a Senior Plan Design Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for a dedicated consultant to support our Sales and Plan Design teams in plan design illustrations and consultation, as well as manage the transition for incoming plans through implementation. Ideally, you have spent over 8 years working with sponsors, recordkeepers and/or TPAs and have dedicated some time servicing the plan design, compliance and plan document sides of 401(k) plan servicing.

Job Responsibility

  • Plan Design Consultation - Collaborate with Plan Sponsors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications
  • Illustration support - Provide swift and detailed plan analysis, including profit sharing and safe harbor design comparisons, offering commentary to support recommendations
  • Plan document review - Support sales in conversion contract considerations by performing a plan spec review against supported and outsourced design models
  • capture plan design conversations and decisions from presale, sale, and onboarding processes to create new plan documents
  • Subject matter expertise - Support team members with process reviews, research, and documentation related to plan design, plan proposals and onboarding
  • Project management - Ensure a smooth transfer of incoming plans from Sales to Implementations
  • Plan document creation - Perform plan restatement evaluations, including prior plan document to restated plan document mid-year change assessments, protected benefit analysis, and alignment with Vestwell platform requirements
  • On-call support - Provide live support for team members, clients, and advisors to discuss plan design suggestions or required changes
  • Product support - Contribute to discussions with product and engineering teams to continually iterate on our technology supported design & onboarding processes

Requirements

  • Strong commitment to delivering superior service
  • Considerable background in defined contribution/qualified plan experience including sales support, design consultation, document drafting, and non-discrimination testing
  • Thorough understanding of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), Internal Revenue Service (IRS) regulations
  • Keen attention to detail, deadlines, and customer service needs
  • Collaborative approach with internal stakeholders and with clients to clearly communicate the process, timing, and plan design considerations of new and restated plans
  • Strong commitment to proactively managing workload
  • Positive, collaborative, and proactive attitude
  • Proficiency with Excel and Microsoft Office suite
  • Google Workspace
  • cloud-based client portals and internal network drives

Nice to have

  • Knowledge of one or more non-discrimination testing systems (Ft William, Datair, ASC, Sungard Relius)
  • Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius)
  • Qualified 401(k) Administrator (QKA) or higher credential from ASPPA

What we offer

  • Company Bonus Pool
  • new hire equity in the Company
  • competitive health coverage
  • generous vacation offering
  • hybrid office policy
  • great 401(k) plan
Fin Capital - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Senior Specialist, Plan Design

8 matching positions

Senior Specialist – Quality Assurance

The QA Specialist will work in projects related to Adobe Campaign, Adobe Experie...
Location
Location
India , Gurugram
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree required
  • Master’s degree preferred (MBA/MS Computer Science/M.Tech Computer Science, etc.)
  • Overall 5-7 years of relevant experience in QA domain with Adobe Campaign Classic, AJO, CDP, AEP
  • Relevant working experience in a communication platform or MarTech stack
  • Adobe certifications preferred
  • Ability to program in HTML/CSS/JavaScript
  • Ability to write & understand complex SQL queries
  • Understanding of Email, SMS, PUSH, including responsive design principles, templating, and data schemas
  • Deep knowledge of email marketing principles including responsive design and familiarity with cross-client rendering issues & test practices across email clients. (e.g. Gmail, Outlook, Yahoo, etc)
Job Responsibility
Job Responsibility
  • Design and execute comprehensive test plans for campaigns, workflows, segments and real-time journeys across Adobe Campaign Classic, AJO and AEP environments
  • Validate campaign configurations, personalization logic and dynamic content rendering across email, SMS, and in-app channels in ACC/AJO/CDP
  • Conduct end to end testing of customer journeys in AJO, ensuring triggers, conditions and touchpoints behave as expected based on customer behavior and profile data
  • Validate schema configurations, data sets and event configurations in ACC/AEP/AJO
  • Run rendering tests across major email clients (e.g. Outlook, Gmail, Yahoo) and devices (desktop, tablet, mobile) using tools like Email on Acid, Litmus, etc to ensure consistent cross=platform customer experiences
  • Validate UTM parameters and tracking links for proper analytics attribution and campaign performance monitoring. Review email design elements to ensure they align with standards and testing all hyperlinks, CTAs to ensure they lead to the intended destinations
  • Ensure compliance with internal QA standards, marketing governance policies and data privacy regulations
  • Collaborate with Stakeholders to plan test schedules & strategies in accordance with project scope or delivery dates
  • Documenting any issues identified during the QA process and regularly optimizing the QA checklist
  • Manage and optimize data processes, conducting knowledge share sessions within the team so as to ensure 100% quality and avoiding redundancy of internal errors
Read More
Arrow Right

Senior Cybersecurity Specialist

Barbaricum is currently seeking a proficient Senior Cybersecurity Specialist to ...
Location
Location
United States , Fort Belvoir
Salary
Salary:
Not provided
barbaricum.com Logo
Barbaricum
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Active DoD Secret Clearance
  • Master’s degree and 15+ years of relevant experience
  • Extensive experience in operational Cyber Security accreditation and certification of embedded systems accredited at Secret level and below
  • Extensive understanding of AR 25-2 and the DoD Risk Management Framework (RMF) to include actually current experience (less than 2 years old) in obtaining system accreditation using the DoD RMF and the Enterprise Mission Assurance Support Service (eMASS) software
  • Extensive experience preparing recommended IA approval and supporting information documentation and understand systems engineering processes and possesses extensive experience in Network Security Architect experience
  • Extensive understanding of the DoD standards guiding the development of cybersecurity policy, requirements, integration, engineering, and certification and accreditation
Job Responsibility
Job Responsibility
  • Serves as subject matter expert for all cybersecurity / information technology aspects of assigned program
  • Performs top level system architecture related design, development, integration, testing, installation and troubleshooting
  • Translates military operational and mission requirements (ground, sea, air, and space) into practical systems concepts and design performance requirements
  • Participates in post awards, program reviews, design reviews, and IPTs as the cybersecurity specialist / engineering on assigned programs
  • Evaluates and conducts design efforts from a cybersecurity view point to ensure integration of all required cybersecurity products and adequacy of the analyses
  • Prepare and reviews cybersecurity related test plans, procedures, and reports on technical adequacy on assigned programs, for both Government and contractor tests, as well as related failure reports
  • Reviews and evaluates system performance against cybersecurity related specification requirements, monitors and assesses field performance, and assesses risk of meeting user and specification requirements
  • Prepares and evaluates cybersecurity security strategies for requested programs
  • Perform security, analyses and risk/vulnerability assessments
  • Execute day to day certification and accreditation activities for a project team
Read More
Arrow Right

Senior Marketing Specialist

As our Senior Marketing Specialist, you’ll take a strategic, hands-on role in ho...
Location
Location
United States , Portland
Salary
Salary:
75000.00 - 115000.00 USD / Year
integrusarch.com Logo
Integrus Architecture
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Marketing, Communications, Journalism, Graphic Design, or a related field
  • Minimum 6 years of experience in marketing or communications, ideally within the AEC industry
  • A solid understanding of the architectural and public sector design world
  • Proven expertise in crafting, editing, and producing high-quality written and visual content
  • Excellent interpersonal, collaboration, and project management skills
  • Fluency in Adobe Creative Suite especially InDesign and Photoshop (Canva is a bonus!)
  • Strong time management and multitasking abilities, you can juggle multiple pursuits with confidence
  • An interest in architecture, design, and how the built environment shapes lives
Job Responsibility
Job Responsibility
  • Research opportunities and background materials to interpret and craft proposal requirements to prepare responses
  • Work with Focus Group leaders to define strategy and contribute to planning content research and generation
  • Identifying and tracking project opportunities and guiding pursuit strategies
  • Leading and managing the production of qualifications packages, interview presentations, brochures, and marketing collateral
  • Working with project teams to strategize and craft messaging for proposals and interviews
  • Assist in the organization and maintenance of a growing and well-organized library of marketing assets, templates, and content
  • Engaging with key team members across the firm to align messaging with Integrus’ identity and design values
What we offer
What we offer
  • 100% Employer paid insurance for staff, including medical, dental, vision, life, and disability
  • 3 weeks’ vacation plus sick leave, 9 paid holidays including 2 “flex” days
  • FSA plan for dependent care and transportation costs
  • 401k retirement plan with employer matching
  • Annual profit sharing
  • Professional development, and continuing education
  • Parental Leave
  • Fulltime
Read More
Arrow Right

Senior Logistic Specialist

We're looking for an experienced logistics professional to play a key role in op...
Location
Location
Poland , Biskupice Podgórne
Salary
Salary:
Not provided
https://www.bosch.pl/ Logo
Robert Bosch Sp. z o.o.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University degree in Logistics, Supply Chain Management, or related field
  • Minimum 7–10 years of experience in logistics, supply chain planning, or warehouse management
  • Strong background in 3PL operations and supplier relationship management
  • Advanced knowledge of SAP and Warehouse Management Systems (WMS)
  • Experience with data analytics tools (e.g., Power BI) is a strong advantage
  • Proven ability to lead process improvement and cost reduction initiatives
  • Strong analytical and problem-solving skills
  • Excellent communication skills and ability to work cross-functionally
  • Fluent Polish and English
Job Responsibility
Job Responsibility
  • Act as a key contact between internal departments, suppliers, and logistic service providers, ensuring smooth communication and collaboration
  • Actively contribute to achieving logistics KPIs and continuous process improvements
  • Manage escalation processes and support issue resolution within warehouse operations
  • Coordinate planning activities related to new business models, process implementations, and warehouse layout design
  • Support tender projects and process optimization initiatives for warehouse operations
  • Analyze logistics data and prepare performance reports to support strategic decision-making
  • Develop and maintain procedures in the areas of logistics and administration
  • Identify and implement continuous improvement opportunities aligned with Lean principles
  • Ensure high levels of customer satisfaction through efficient coordination and proactive problem-solving
What we offer
What we offer
  • Competitive salary + annual bonus
  • Hybrid work
  • Referral Bonus Program
  • Copyright costs for IT employees
  • Professional support and possibility to share knowledge and best practices
  • Ongoing development opportunities in a multinational environment
  • Broad access to professional trainings (incl. language courses), conferences and webinars
  • Private medical care and life insurance
  • Cafeteria System with multiple benefits (incl. MultiSport, shopping vouchers, cinema tickets, etc.)
  • Prepaid Lunch Card
  • Fulltime
Read More
Arrow Right

Senior Logistic Specialist

We're looking for an experienced logistics professional to play a key role in op...
Location
Location
Poland , Biskupice Podgórne
Salary
Salary:
Not provided
https://www.bosch.pl/ Logo
Robert Bosch Sp. z o.o.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University degree in Logistics, Supply Chain Management, or related field
  • Minimum 7–10 years of experience in logistics, supply chain planning, or warehouse management
  • Strong background in 3PL operations and supplier relationship management
  • Advanced knowledge of SAP and Warehouse Management Systems (WMS)
  • Experience with data analytics tools (e.g., Power BI) is a strong advantage
  • Proven ability to lead process improvement and cost reduction initiatives
  • Strong analytical and problem-solving skills
  • Excellent communication skills and ability to work cross-functionally
  • Fluent Polish and English
Job Responsibility
Job Responsibility
  • Act as a key contact between internal departments, suppliers, and logistic service providers, ensuring smooth communication and collaboration
  • Actively contribute to achieving logistics KPIs and continuous process improvements
  • Manage escalation processes and support issue resolution within warehouse operations
  • Coordinate planning activities related to new business models, process implementations, and warehouse layout design
  • Support tender projects and process optimization initiatives for warehouse operations
  • Analyze logistics data and prepare performance reports to support strategic decision-making
  • Develop and maintain procedures in the areas of logistics and administration
  • Identify and implement continuous improvement opportunities aligned with Lean principles
  • Ensure high levels of customer satisfaction through efficient coordination and proactive problem-solving
What we offer
What we offer
  • Competitive salary + annual bonus
  • Hybrid work
  • Referral Bonus Program
  • Copyright costs for IT employees
  • Professional support and possibility to share knowledge and best practices
  • Ongoing development opportunities in a multinational environment
  • Broad access to professional trainings (incl. language courses), conferences and webinars
  • Private medical care and life insurance
  • Cafeteria System with multiple benefits (incl. MultiSport, shopping vouchers, cinema tickets, etc.)
  • Prepaid Lunch Card
  • Fulltime
Read More
Arrow Right

Senior Benefits Specialist

We are looking for an experienced Senior Benefits Specialist to join our team on...
Location
Location
United States , Overland Park
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive experience in managing and administering employee benefits programs
  • Proficiency in HRIS systems for data management and reporting
  • Strong knowledge of compliance requirements related to benefits, including FMLA and other relevant regulations
  • Ability to conduct audits and ensure data integrity within benefits systems
  • Expertise in configuring and optimizing HRIS functionalities for benefits administration
  • Skilled in analyzing benefits data and preparing insightful reports
  • Excellent communication skills to address employee inquiries and collaborate with internal teams
  • Previous experience coordinating open enrollment processes and benefits-related initiatives
Job Responsibility
Job Responsibility
  • Oversee the day-to-day operations and maintenance of benefits-related data within HRIS systems, ensuring accuracy and compliance
  • Configure and enhance HRIS functionalities to support benefits programs, including open enrollment and ongoing updates
  • Serve as the HRIS subject matter expert for benefits, providing training and guidance to team members
  • Conduct detailed audits of benefits data to ensure alignment with company policies and legal requirements
  • Monitor employee benefit enrollments and payroll deductions, addressing discrepancies in collaboration with internal teams
  • Ensure adherence to federal, state, and local regulations related to benefits administration
  • Assist in the design, implementation, and communication of employee benefits programs such as health insurance, retirement plans, and wellness initiatives
  • Coordinate the annual open enrollment process and address employee benefit inquiries effectively
  • Generate and analyze benefits-related reports to identify trends and opportunities for cost optimization
  • Provide actionable insights from data analysis to support strategic decision-making
What we offer
What we offer
  • medical insurance
  • vision insurance
  • dental insurance
  • life insurance
  • disability insurance
  • 401(k) plan
Read More
Arrow Right

Senior SEO Specialist

Are you passionate about SEO and ready to take the lead in shaping an organisati...
Location
Location
United Kingdom , Crowborough
Salary
Salary:
45000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of hands-on SEO experience
  • Strong understanding of on-page, technical, and content SEO
  • Proficient in tools like Ahrefs, SEMrush, Google Search Console, GA4, and Screaming Frog
  • Excellent writing and editing skills with the ability to create high-quality SEO content independently
  • Experience with CMS platforms, particularly WordPress
  • Strong organisational skills to effectively plan and prioritise SEO activities
  • Confident communicator, able to present insights and educate colleagues on SEO
  • Awareness of AI's impact on SEO and the ability to apply emerging practises responsibly
Job Responsibility
Job Responsibility
  • Lead the SEO Strategy: Plan and execute innovative SEO strategies that align with overall marketing goals
  • Keyword Research & optimisation: Conduct comprehensive keyword research and optimise metadata, headings, and content structure
  • Content Development: Create SEO-driven content plans that enhance product awareness and lead generation
  • Landing Pages & On-site Copy: Design and optimise landing pages, knowledge resources, and engaging blog articles
  • Collaborate with Experts: Work closely with subject matter experts to ensure content accuracy and credibility
  • Content Refinement: Continuously improve existing content for better visibility and engagement
  • Best practises: Ensure all content adheres to SEO best practises and aligns with brand messaging
  • Technical Collaboration: Partner with external agencies and developers to maintain a robust, accessible website
  • Backlink Acquisition: Support backlink strategies through outreach and industry engagement
  • Performance Monitoring: analyse SEO performance, providing actionable insights for continual improvement
What we offer
What we offer
  • Profit Related Annual Bonus
  • Generous holiday allowance
  • Private Medical
  • Pension
  • Parking
  • Life Assurance
  • Social and Team events
  • Fulltime
Read More
Arrow Right

Senior Stealth & Signatures Specialist

As a Senior Specialist in Stealth and Signatures, you will actively maintain and...
Location
Location
United Kingdom , Bath
Salary
Salary:
Not provided
bmt.org Logo
BMT
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrable experience and specialist knowledge in the design, procurement, and support of Stealth Design and Control Systems
  • Solid understanding of MOD business processes relevant to stealth and mission systems engineering
  • Articulate, informed, and persuasive communicator
  • Sharp analytical mind, able to quickly interpret complex data
  • Must be a British born sole national and have resided in the UK for the past 5 years for Security Clearance
Job Responsibility
Job Responsibility
  • Actively maintain and apply expertise to support BMT’s planning and operational needs
  • Provide detailed and specific advice within your specialism
  • Collaborate with other experts to ensure recommendations are fully aligned with organisational and client requirements
  • Define, document and deliver small projects or sub-projects either independently or as part of a small team
  • Participate in all phases of delivery
  • Help shape the project approach, identify and manage risks, support the development of practical project plans, track progress against schedules, and manage stakeholder engagement
What we offer
What we offer
  • Private Medical (family coverage)
  • Enhanced Pension
  • 18 weeks enhanced maternity pay (after a qualifying period of 1 year)
  • Family friendly policies
  • Committed to an inclusive culture
  • Wellbeing Fund – an annual fund for personal hobbies or interests
  • 26 Days Annual Leave (plus bank holidays)
  • Holiday Trading
  • Retail Vouchers
  • Professional Subscriptions
  • Fulltime
Read More
Arrow Right