Core Responsibilities
- Leads the review and interpretation of the client's plan document and developing it into system requirements. Ensures compliance with ERISA in accordance with Vanguard’s policies and procedures.
- Designs and implements the system set-up of all IIG systems. Exhibits expertise of system set-up, and utilizes knowledge to facilitate execution of system set-up for more complex projects Develops, monitors, and owns project plan and schedule for system set-up.
- Communicates effectively with internal and external clients throughout the project, to consult on and position system capabilities, gather system/ requirements, identify and resolve issues, provide project statuses, and ensure client expectations are met. Monitors Plan Maintenance requests queue to ensure all request for system changes and consultations are completed timely and accurately.
- Provides feedback on system lead process and provides recommendations on process improvements.
- Identifies risk and solves problems in collaboration with team members.
- Reviews transaction/service related participant communications and works with Participant Education to ensure that all transaction and services related communications are accurate.
- Ensures accurate system and service set-up through documentation of project information and execution of audit processes.
- Assists peers and team members with issue resolution and training efforts.
- Participates in special projects and performs other related activities as assigned.
Qualifications
- Undergraduate degree or equivalent combination of training and experience.
- Three to five years business experience plus minimum of 18 months of Defined Contribution recordkeeping or conversion experience
- Extensive knowledge of IRPS systems.
- Solid understanding of ERISA.
- Project management experience.
- Excellent oral and written communication skills.
- Excellent analytical and problem-solving skills.
- Proven experience with managing and overseeing multiple plans in various stages of setup and testing.
- Strong organizational skills.
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
- Undergraduate degree or equivalent combination of training and experience
- Three to five years of business experience
- At least 18 months of defined contribution recordkeeping or conversion experience
- Extensive knowledge of IRPS systems
- Solid understanding of ERISA
- Project management experience
- Excellent oral and written communication skills
- Excellent analytical and problem-solving skills
- Experience managing and overseeing multiple plans in various stages of setup and testing
- Strong organizational skills
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.
