As a Workplace Plan Provision Specialist, you’ll lead the end‑to‑end configuration of retirement plan systems, translating plan design into compliant, high‑quality system solutions
Job Summary
As a Workplace Plan Provision Specialist, you’ll lead the end‑to‑end configuration of retirement plan systems, translating plan design into compliant, high‑quality system solutions.
Partnering closely with clients and internal teams, you’ll navigate complexity with confidence, proactively manage risk, and deliver reliable outcomes—ensuring a seamless experience through clear communication, precision, and expert execution.
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.
Matching Summary
As a Workplace Plan Provision Specialist, you’ll lead the end‑to‑end configuration of retirement plan systems, translating plan design into compliant, high‑quality system solutions.
Skills & Requirements
Must-have
End-to-end system configuration
Translate plan design to system solutions
Client and internal team partnership
Proactive risk management
System setup project management
ERISA compliance
Nice-to-have
Continuous improvement feedback
Knowledge sharing and training
Hybrid working model
Mission-driven culture
Key Requirements
3-5 years business experience
18 months Defined Contribution recordkeeping/conversion
Extensive Workplace Solutions systems knowledge
Solid understanding of ERISA
Extensive project management experience
1 year experience with Vanguard's Workplace Solutions systems