Vanguard has an exciting opportunity for a Business Project Manager position for Auto Portability.
Auto Portability Auto Portability (AP) is the automatic transfer of small balance retirement accounts as workers change jobs. Vanguard is a founding member of an industry led consortium, Portability Services Network (PSN), that was formed to support auto portability and includes Retirement Clearinghouse (RCH) and the top 6 recordkeepers. AP addresses the main cause of retirement leakage, job changers cashing out, and helps America's under-served and under-saved workers, especially minorities, women & low-income workers, improve their retirement outcomes.
Responsibilities
• Supporting Client Success Executives on executing success plays to drive adoption of the service, including presenting to clients and their retirement committees.
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• Supporting activities related to PSN, including representing Vanguard on the Technology and Operations committee and supporting the service sponsor on PSN Board meetings and the IIG Finance Director who sits on the PSN audit committee.
• Managing the relationship with Retirement Clearinghouse, who acts as the IRA provider for the service and executes on auto portability transactions for PSN.
• Overseeing implementation activities performed by the service advocate to ensure timely execution of key tasks.
Qualifications
- Minimum of five years related work experience. Two years of managing a project preferred. Financial Services and function-specific experience preferred.
- Undergraduate degree or equivalent combination of training 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.
Our commitment to diversity, equity, and inclusion
Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse-one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care-for our clients, our communities, and each other.
Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report .
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.