Project Manager

Job Description

The Institutional Investment Group - Advice & Wellness organization enables the development, distribution, and evolution of industry leading advice and financial wellness solutions that deepen relationships with plan sponsors and drives positive outcomes for participants.

This role will be within the A&W Strategic Partnerships & Data Integration (SPDI) team that drives financial wellness solutions. More specifically, the Strategic Partnerships Service Advocate will help support our existing vendor partnerships including brokerage, student loan, equity compensation, and HSAs. This individual will work closely with service managers within IIG A&W SPDI, Product Advice & Client Experience business partners, client-facing relationship management and sales, marketing, IT resources, external vendor partners, and more.

A typical day/week will include working directly with clients and client-facing crew, leading and assisting in ad-hoc project deliverables, facilitating plan sponsor integrations with our vendor partners, identifying and implementing process improvements, and ensuring operational stability.

What this role offers:

• Direct exposure to key vendors services include brokerage, HSA, equity compensation, and our newly formed student loan partnership
• Ability to gain or deepen expertise in plan design, technology, and operations
• Opportunity to sharpen skills supporting project management, problem solving, and operational business functions

Core Responsibilities

• Provides insight on best practices and common obstacles based on prior experiences. Ensures project goals are aligned with the overall department strategy and business needs.
• Communicates project status and issues regularly to stakeholders, including leaders, team members, and senior managers.
• Builds and maintains effective relationships. Proactively fosters communication between internal and external project stakeholders.
• Develops project plans to address tactical objectives. Develops task plans and schedules, delegates effectively, and manages the work of others. Identifies and documents project risks.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of two years related work experience. One year of managing a project and/or one year of Financial Services or function-specific experience preferred.
• Undergraduate degree or equivalent combination of training and experience.

Special Factor

Vanguard is not offering visa sponsorship for this position.

This is considered a covered department under Vanguard's Political Contribution and Fundraising Activity Policy and may be subject to greater restrictions than those set out in the policy. Prior to moving into this position you will be required to disclose all political contributions made within the last two years.

You should be aware this will designate you as an Advisor Access Person and carries with it certain responsibilities and restrictions.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.