Teams at Vanguard

Prepares and reviews retirement plan financial reporting packages and regulatory filings for clients. Resolves reporting issues, identifies process improvements, trains global administrators, and provides technical guidance on ERISA, DOL requirements, and GAAP. Leads automation and cross-team projects, monitors performance, communicates status to stakeholders, and ensures accurate, timely client deliverables.

Performs and reviews defined contribution plan compliance testing and analysis, communicates results and regulatory issues to clients, and supports team oversight and coaching. Maintains client relationships, applies regulatory knowledge to solve complex testing issues, coordinates multiple assignments, and develops technical expertise in qualified retirement plan compliance, nondiscrimination testing, recordkeeping databases, and related tools.

Leads strategic partnership opportunities from initial development through launch, connecting enterprise priorities with external capabilities. Responsibilities include build-buy-partner assessments, market and competitive analysis, financial modeling, scenario analysis, partnership structuring, negotiations, due diligence, governance design, and executive stakeholder engagement. The role also develops partnership frameworks, leads deal workstreams, coaches colleagues, and supports inorganic growth initiatives.