Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 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 workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? 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. What Will You Be Doing? As a Senior Plan Design Specialist, you will play a pivotal role in supporting our Sales and Plan Design teams. Your responsibilities will include plan design consultations, plan design reviews, drafting plan documents aligned with Vestwell platform capabilities, and ensuring a seamless transition from Plan Design to Implementation for incoming clients. Day-To-Day, You Will Also Be Expected To: 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. Requirements The Necessities 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. The Extras 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 This role will be based in Vestwell's NYC, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote. The expected base salary range for this position is $75K - $90K. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We’re an innovative, high-growth company, 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 our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. 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 in-person 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 recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell’s Privacy 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: Vestwell’s California Privacy Rights Policy.

About Karbon Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. We’re looking for a builder, someone who thrives on creating structure and clarity from the ground up. As our Learning & Development Specialist, you will design and deliver scalable learning systems that accelerate onboarding, deepen leadership capability, and strengthen the culture that drives Karbon’s success. While this is a systems-builder role, we’re also looking for someone who enjoys facilitation and delivery. At its core, this role is about designing frameworks, programs, and rhythms that make learning a business driver, measured by outcomes like productivity, retention, and leadership readiness. This is a part-time role (approximately 3 days per week) About the Role Design and Deliver Scalable Learning Systems Build a unified “Learning at Karbon” framework that connects onboarding, leadership development, and ongoing capability building Design programs to improve manager effectiveness and accelerate time to productivity for new hires Launch Karbon Manager Core, focused on coaching, feedback, and accountability Refresh the Emerging Leaders Program into a globally scalable, blended model with AI-enabled learning experiences Operationalize Learning Across the Employee Journey Own and enhance Karbon’s Onboarding Academy, ensuring consistent, role-specific 30-60-90 day ramps Partner with HRBPs and functional leads to identify skill gaps and link learning to business outcomes Act as the learning partner to HRBPs, collaborating closely to embed development into team rhythms, talent processes, and key career moments Embed learning in the flow of work—searchable, self-serve, and globally accessible Apply AI to Enhance Learning at Scale Use AI tools to personalize learning paths, automate delivery, and scale learning touchpoints across the employee lifecycle Experiment with AI-powered content generation and adaptive learning technologies to drive efficiency and engagement Stay up to date with L&D innovations in generative AI, and translate emerging capabilities into practical use cases at Karbon Measure Impact and Enable Scale Define clear success metrics tied to productivity, internal mobility, and retention Track and report on learning ROI and capability uplift in partnership with Ops and Finance Use data and feedback loops to continuously improve program quality and adoption Champion Culture and Leadership at Scale Curate experiences that reinforce Karbon’s values and ways of working Equip leaders with the tools, resources, and rituals to drive connection, accountability, and team performance Recognize internal facilitators and grow a community of learning champions Success in this role is: Learning at Karbon is a unified identity across all programs within 3 months Managers consistently use shared frameworks for feedback, coaching, and development Onboarding ramp times are reduced, with measurable productivity improvements The Emerging Leaders Program is globally scaled and showing high engagement Learning outcomes are linked to retention, internal mobility, and performance metrics Everything we do is measurable About You 6+ years of experience in L&D, talent development, or org development, ideally in SaaS or fast-scaling tech Data obsessed - knowing how to apply measurements to every part of the learning journey to track success beyond just surveying employees Proven track record designing and scaling learning programs such as leadership, onboarding, or capability frameworks Strong instructional design and program management skills Proficient with modern L&D tools, including LMS/LXP, AI-driven learning platforms, and analytics Talent partner, not an order taker driven to make everything you touch better Global mindset and ability to design inclusive, relevant learning across regions and cultures Commercial, pragmatic approach focused on business outcomes Why work at Karbon? Gain global experience across Australia, New Zealand, UK, and Canada Strong benefits package including: Flexible Time Off with an encouraged 4 weeks use per year Company paid medical for you and eligible spouse/partner and dependents Paid dental and vision and eligible spouse/partner and dependents 401(k) with company matching Flexible Spending Account Up to 8 weeks paid parental leave Work-from-home stipend Work with (and learn from) an experienced, high-performing team A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback Be part of a fast-growing company that firmly believes in promoting high performers from within As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role. The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs. It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are! The estimated base salary range for this role is: $50,000 — $55,000 USD Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role! We recruit and reward people based on capability and performance. We don’t discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. Generally, if you are a good person, we want to talk to you. 😛 If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at people.support@karbonhq.com for a confidential discussion. At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!

About Karbon Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. We’re looking for a builder, someone who thrives on creating structure and clarity from the ground up. As our Learning & Development Specialist, you will design and deliver scalable learning systems that accelerate onboarding, deepen leadership capability, and strengthen the culture that drives Karbon’s success. While this is a systems-builder role, we’re also looking for someone who enjoys facilitation and delivery. At its core, this role is about designing frameworks, programs, and rhythms that make learning a business driver, measured by outcomes like productivity, retention, and leadership readiness. This is a part-time role (approximately 3 days per week) About the Role Design and Deliver Scalable Learning Systems Build a unified “Learning at Karbon” framework that connects onboarding, leadership development, and ongoing capability building Design programs to improve manager effectiveness and accelerate time to productivity for new hires Launch Karbon Manager Core, focused on coaching, feedback, and accountability Refresh the Emerging Leaders Program into a globally scalable, blended model with AI-enabled learning experiences Operationalize Learning Across the Employee Journey Own and enhance Karbon’s Onboarding Academy, ensuring consistent, role-specific 30-60-90 day ramps Partner with HRBPs and functional leads to identify skill gaps and link learning to business outcomes Act as the learning partner to HRBPs, collaborating closely to embed development into team rhythms, talent processes, and key career moments Embed learning in the flow of work—searchable, self-serve, and globally accessible Apply AI to Enhance Learning at Scale Use AI tools to personalize learning paths, automate delivery, and scale learning touchpoints across the employee lifecycle Experiment with AI-powered content generation and adaptive learning technologies to drive efficiency and engagement Stay up to date with L&D innovations in generative AI, and translate emerging capabilities into practical use cases at Karbon Measure Impact and Enable Scale Define clear success metrics tied to productivity, internal mobility, and retention Track and report on learning ROI and capability uplift in partnership with Ops and Finance Use data and feedback loops to continuously improve program quality and adoption Champion Culture and Leadership at Scale Curate experiences that reinforce Karbon’s values and ways of working Equip leaders with the tools, resources, and rituals to drive connection, accountability, and team performance Recognize internal facilitators and grow a community of learning champions Success in this role is: Learning at Karbon is a unified identity across all programs within 3 months Managers consistently use shared frameworks for feedback, coaching, and development Onboarding ramp times are reduced, with measurable productivity improvements The Emerging Leaders Program is globally scaled and showing high engagement Learning outcomes are linked to retention, internal mobility, and performance metrics Everything we do is measurable About You 6+ years of experience in L&D, talent development, or org development, ideally in SaaS or fast-scaling tech Data obsessed - knowing how to apply measurements to every part of the learning journey to track success beyond just surveying employees Proven track record designing and scaling learning programs such as leadership, onboarding, or capability frameworks Strong instructional design and program management skills Proficient with modern L&D tools, including LMS/LXP, AI-driven learning platforms, and analytics Talent partner, not an order taker driven to make everything you touch better Global mindset and ability to design inclusive, relevant learning across regions and cultures Commercial, pragmatic approach focused on business outcomes Why work at Karbon? Gain global experience across Australia, New Zealand, UK, and Canada Strong benefits package including: Flexible Time Off with an encouraged 4 weeks use per year Company paid medical for you and eligible spouse/partner and dependents Paid dental and vision and eligible spouse/partner and dependents 401(k) with company matching Flexible Spending Account Up to 8 weeks paid parental leave Work-from-home stipend Work with (and learn from) an experienced, high-performing team A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback Be part of a fast-growing company that firmly believes in promoting high performers from within As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role. The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs. It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are! The estimated base salary range for this role is: $50,000 — $55,000 USD Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role! We recruit and reward people based on capability and performance. We don’t discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. Generally, if you are a good person, we want to talk to you. 😛 If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at people.support@karbonhq.com for a confidential discussion. At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!

• Дослідження тематики курсу: пошук релевантних тем, концептів, теорій і практик • Аналіз аудиторії, її потреб, поведінки та pain points • Формування змісту курсу та логіки програми • Побудова структури модулів і послідовності уроків • Розробка детальної логіки кожного уроку (outline / blueprint) • Визначення ключових ідей, прикладів, вправ і takeaways • Адаптація контенту під формат мобільного та веб-навчання • Синтез інформації з різних джерел у зрозумілу систему • Підготовка матеріалів для подальшої роботи райтерів • Забезпечення цілісності та практичної цінності курсу • Співпраця з авторами, дизайнерами та продюсерами контенту