Job Description
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.