Intern Plan Design Team

Vestwell is the financial technology company powering the new savings economy. The New York Citybased fintech platform redefines how people save for the critical aspects of life across retirement education and healthcare savings needs. Today Vestwell enables over 350000 businesses and nearly 1.5 Million active savers with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products including workplacedelivered retirement plans employeroffered student loan repayment benefits and various savings accounts for education emergencies and individuals with disabilities.

Vestwells platform serves a diverse clientele including financial advisers employers thirdparty administrators financial institutions payroll providers government agencies and individual savers. To learn more visitvestwell

Vestwell 2025 Summer Internship Program

Vestwells mission is to build a unified workplace savings platform to deliver the elevated experience that every employee deserves while closing the savings gap.

Our Business teams are each hiring an intern to participate in an 10week intensive summer internship program from June 2 August 8 2025. The goal of Vestwells internship program is to provide the insights tools and training to empower participants to identify and advocate for what they view as the greatest opportunities for our teams to fulfill the companys mission.

As an intern at Vestwell you will have the opportunity to learn about the company and all aspects of our industry and business across various departments. You will work closely with stakeholders across our extremely collaborative crossfunctional teams to conduct research capture data and attend meetings where you will be asked to participate in projects that will help prepare you to tackle business challenges here and in your future career.

To help set you up for success and ensure opportunities for continuous growth you will have an assigned manager and dedicated mentor to help guide you through your internship with regularly scheduled checkins and feedback sessions.

Plan Design
Austin TX

Vestwell is one of the nations fastestgrowing fintech providers as we revolutionize the financial services market. At Vestwell we are committed to innovation driving disruption and delivering cuttingedge solutions. The Plan Design Team meets with sponsors to help set up their plan and create their plan documents. This includes reviewing the plan features and explaining the implications of certain design choices made. The goal of the team is to help sponsors understand the retirement plan that they purchased as well as the complexities that come with having a retirement plan.

What will you be doing:

• Review plan design team processes procedures and product enhancement requests for expediting onboarding plans.
• Analyze for gaps in the current process procedures and enhancements.
• Suggest solutions for efficiencies and automation opportunities to scale.

Requirements to participate in Vestwells Summer Internship Program:

The Necessities:

• A finalyear student or recent graduate (including boot camps and or other related programs)
• Based in New York City and can report to Vestwells NYC HQ in a hybrid capacity
• Available for the entire 10 week program: June 2 August 8 2025
• Eager to learn and work with various departments in the company
• Excellent verbal and written communication skills
• Proficiency in Google Suite and or Microsoft Office
• Ability to multitask
• Cope well under pressure
• Professionalism

The Extras:

• Maintain keen attention to detail deadlines and customer service needs.
• Collaborate with internal stakeholders and clients to communicate process timing and plan design considerations for new amended and restated plans.
• Leverage strong client service experience and communication skills to ensure a seamless plan document process.

Vestwell Internship Program Benefits:

• Competitive Compensation: Earn $25/hr for 30 hours per week providing meaningful financial support while gaining valuable experience.
• Curated Learning & Development: Access tailored opportunities to enhance key skills including time management presentation and industryspecific knowledge through 101 courses.
• Exclusive Vestwell Swag Package: Receive a personalized swag package to feel connected to the Vestwell team.
• Weekly Meals & Snacks: Enjoy inoffice breakfast and lunch options each week creating a collaborative and enjoyable work environment.
• Networking & Community Engagement: Participate in dedicated networking events and Employee Resource Group activities to build connections with fellow interns and employees.
• PerformanceBased Bonus: Earn a performance bonus based on your contributions and program evaluation recognizing your hard work and achievements.
• Portfolio Development: Showcase your skills and accomplishments by completing a final project that will enhance your professional portfolio.
• Potential for FullTime Conversion: Highperforming interns may have the opportunity to interview for fulltime roles with access to the full range of employee benefits (see below for details!.

OUR BENEFITS

Were a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy but all employees are welcome at our bright comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our 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!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1 2 conversations about Vestwell your experience and your interests. Next steps can vary by role but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer a portfolio review for a Designer deeper experience call for other roles) which leads to a virtual or inperson interview panel after that if the screens go well. Before making an offer our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending inVestwell.comis not our Recruitment team.

VestwellsPrivacy Policy.Attention California residents: In the course of conducting our business and complying with federal state and local government regulations governing such matters as employment tax insurance etc. we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here:Vestwells California Privacy Rights Policy.