Leads multi-year investment product and service projects, applying functional expertise to drive project results.
Core Responsibilities
Exhibits extensive knowledge of investment products within the qualified plan recordkeeping business.
Acts as a liaison and advocate for VWS on investment products and services.
Conducts impact analysis, recommends solutions, and resolves or escalates issues independently.
Identifies opportunities and recommends process improvements to drive efficiency and quality.
Manages projects or multiple workstreams within broader programs.
Develops, implements, and monitors project plans, deliverables, and milestones.
Contributes expertise to key project tasks and strategic initiatives.
Provides insight on best practices and common challenges based on experience.
Serves as a trusted advisor to align projects with company strategy and market conditions.
Communicates project status, risks, and issues to stakeholders and leadership.
Builds and maintains strong internal and external stakeholder relationships.
Fosters communication across stakeholder groups and influences key decisions.
Identifies, manages, and mitigates project risks and issues proactively.
Communicates solutions and gains stakeholder alignment and buy-in.
Participates in special projects and performs other duties as assigned.
Qualifications
Strong understanding of investment products, markets, and industry workflows and infrastructure, including trade execution processes.
Familiarity with qualified plan regulations and Vanguard VISTA recordkeeping platform preferred.
Relevant professional experience in financial services or related function.
Project management experience preferred.
Financial services and function-specific experience preferred.
Undergraduate degree or equivalent combination of education and experience required.
Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Skills Required
- Strong understanding of investment products, markets, and industry workflows including trade execution processes
- Undergraduate degree or equivalent combination of education and experience
- Relevant professional experience in financial services or related function
- Project management experience
- Familiarity with qualified plan regulations
- Familiarity with Vanguard VISTA recordkeeping platform
- Graduate degree
- Financial services and function-specific experience
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
