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The Workplace Asset Transfer Lead position at Vanguard involves overseeing the transfer of retirement plan assets and financial transactions while ensuring compliance and effective communication with clients and internal teams. The role requires strong project management skills, investment knowledge, and the ability to navigate complex financial scenarios in a hybrid work environment.
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Job Summary
Owns end-to-end planning and execution of plan-level asset transfers and complex financial transactions, including development and management of detailed project plans, schedules, and documentation for all money movement events.
Partners closely with internal teams, prior trustees/recordkeepers, and senior client Treasury and HR stakeholders to coordinate asset movement, re-registration of assets, and resolution of pricing or revenue-sharing considerations.
Demonstrates leadership within the team by mentoring peers, supporting issue resolution, sharing expertise, and contributing to training and continuous improvement efforts.
Matching Summary
Match Score: 75
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The Workplace Asset Transfer Lead position at Vanguard involves overseeing the transfer of retirement plan assets and financial transactions while ensuring compliance and effective communication with clients and internal teams. The role requires strong project management skills, investment knowledge, and the ability to navigate complex financial scenarios in a hybrid work environment.
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Skills & Requirements
Must-have
end-to-end planning and execution
subject matter expert on fund lineups
risk identification and mitigation
participant communication
reconciliation of financial transactions
Nice-to-have
leadership within the team
mentoring peers
continuous improvement efforts
Key Requirements
Three to five years business experience
minimum of two years Defined Contribution recordkeeping or conversion experience
Undergraduate degree or equivalent combination of training and experience