Senior Technical Operations Analyst
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. We have built a digital-first platform designed to reset the bar to power a $30T industry.
Our focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of our financial services partners with the help of payroll providers. We make the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.
As a result, financial advisors get to provide the advice and solution that employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution design for their needs without the headache, and employees get a user-friendly portal that helps them achieve their long-term saving goals.
WHY VESTWELL?
With backing from leading Fin-Tech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-yr old industry. 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.
WHAT WILL YOU BE DOING?
The Senior TechOps Analyst will join our Technical Operations team to help us move data from here to there as efficiently as possible. As most platforms, we are only as good as the data we have and we are looking for an analytical, solutions oriented business analyst to build and support our interfaces between clients and partners. This role will report to Engineering leadership and partner with our engineering team members to build and maintain APIs, file transfers and other interfaces.
As an ideal candidate, you are tech savvy and can probably do almost anything in Excel. More importantly, you’re thrilled by the challenge of understanding a new problem and figure out a way to make things better. You enjoy building integrations between platforms to reduce manual work and increase productivity.
Day-to-day you will also be expected to:
- Build and support integrations between Vestwell and our Recordkeepers, Custodians, Executing Brokers and Payroll Systems
- Work with internal and external partners to ensure their data and reporting needs are accurate and delivered in a timely manner
- Develop tools and dashboards to monitor KPIs and proactive alerting to possible issues and/or delays
- Gather, document, and effectively communicate functional requirements to the team's engineers
REQUIREMENTS
The Necessities
- 3-5 years of experience as a business or data analysts
- Ability to thoroughly understand business/functional requirements and possible business use cases, define solutions, and specify functional requirements for use by the engineering team
- Understanding and ability to drive the software development lifecycle in an agile environment
- Basic understanding of database structures 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
- 401K/retirement/benefits administration experience
- Early stage startup, FinTech, Tech and/or Financial Services experience
BENEFITS
We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage and an open vacation policy. We also have a bright, comfortable office with lots of workspace options in midtown Manhattan so you can be as productive as possible, and we hope to be back there once we’ve beaten this virus. In the meantime, we provide the team with all the equipment they need (plus a few perks) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!