Core Responsibilities:
Leadership & Talent Development
Lead, develop, and inspire a team of implementation professionals through coaching, performance management, talent development, and succession planning.
Foster a culture of accountability, continuous improvement, inclusion, and client-centricity.
Establish clear performance expectations, provide ongoing feedback, and support employee growth and career development.
Manage staffing, workforce planning, and resource allocation to ensure optimal team performance and capacity management.
Client & Business Partnership
Serve as a trusted advisor to internal and external clients throughout the implementation lifecycle.
Provide strategic consultation on plan design, operational processes, regulatory requirements, technology solutions, mergers and acquisitions, and organizational change initiatives.
Build and maintain strong relationships with clients, partners, and stakeholders to ensure successful outcomes and a positive client experience.
Represent Vanguard in client meetings, business reviews, and prospect discussions as needed.
Implementation & Project Oversight
Provide leadership and oversight across a portfolio of implementation and conversion projects.
Ensure projects are executed in accordance with organizational policies, regulatory requirements, audit standards, and service commitments.
Monitor project health, identify risks, remove obstacles, and drive timely issue resolution.
Oversee the accurate setup, configuration, testing, and delivery of plan provisions and related services.
Operational Excellence & Process Improvement
Identify opportunities to improve processes, controls, efficiency, quality, and the client experience.
Lead continuous improvement initiatives and partnership efforts across operational and service teams.
Utilize data, metrics, and performance insights to drive informed decision-making and operational effectiveness.
Ensure adherence to risk management, compliance, and governance standards.
Strategic Planning & Organizational Leadership
Partner with leadership to develop and execute departmental goals, operating plans, and long-term strategic priorities.
Contribute to business transformation initiatives, organizational change efforts, and special projects.
Collaborate across functions to improve service delivery, scalability, and organizational effectiveness.
Required Qualifications
Bachelor's degree or equivalent combination of education and relevant experience.
Five or more years of experience in financial services, retirement services, implementation, project management, or a related field.
Demonstrated experience leading teams and developing talent.
Strong client relationship management, consultation, and stakeholder engagement experience.
Proven ability to manage multiple priorities within a fast-paced, evolving environment.
Excellent communication, presentation, and influencing skills.
Strong analytical thinking, problem-solving, and decision-making capabilities.
Preferred Qualifications
Experience within the Defined Contribution retirement industry.
Knowledge of retirement plan operations, plan administration, and related regulatory requirements.
Experience leading complex client implementations, conversions, or large-scale operational initiatives.
Familiarity with project management methodologies and tools.
Experience partnering with cross-functional teams to deliver business outcomes.
Knowledge of Vanguard implementation platforms and operational systems.
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.
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
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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.
