Workplace Asset Transfer Lead

Vanguard UK

Multiple Locations
Hybrid
Defined contribution recordkeeping experience
Strong attention to detail
Excellent understanding of investments
As a Workplace Asset Transfer Lead, you’ll guide clients through complex investment events with clarity and confidence

Job Summary

  • As a Workplace Asset Transfer Lead, you’ll guide clients through complex investment events with clarity and confidence.
  • You will ensure timely execution and proactive risk management throughout the asset transfer process.
  • Vanguard promotes a hybrid working model that enhances flexibility while fostering collaboration.

Matching Summary

As a Workplace Asset Transfer Lead, you’ll guide clients through complex investment events with clarity and confidence.

Skills & Requirements

Must-have

  • Defined Contribution recordkeeping experience
  • Strong attention to detail
  • Excellent understanding of investments

Nice-to-have

  • Disciplined project management skills
  • Strong communication skills
  • Mentoring and training abilities

Key Requirements

  • Undergraduate degree or equivalent experience
  • Three to five years business experience
  • Two years of Defined Contribution recordkeeping experience

Work Rights

Not specified

Tailored Resume

Cover Letter