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Vanguard Transformation, Senior Specialist in Malvern, Pennsylvania

The Institutional Investor Group (IIG) continues to advance divisional strategic objectives in growth, client experience, and crew. Achieving these objectives requires not only sound business strategy, but the ability to plan and execute the initiatives that put this strategy into practice. The Strategic Initiatives team is responsible for taking the most critical aspects IIG’s strategy, developing them into discrete initiatives, and managing their implementation. The scope of this team focuses on large initiatives with significant impact to clients, products, or other external stakeholders as opposed to traditional internally focused project management teams. Previous initiatives included IIG’s partnership with Infosys, the division’s Client Success transformation, and transition of IIG’s VIAS line of business to Mercer.

The Transformation Senior Specialist is responsible for leading the end-to-end execution of an initiative in the team’s portfolio. This role requires the ability to partner with divisional and corporate strategy teams to plan, then work across the division and our business partners to problem solve and execute. The breadth of work crosses people, process, and technology and success is achieved through tenacity of the team.

An ideal candidate for this role has a strong track record of driving results in an undefined and multidisciplinary environment. Prior experience in large programs or other similar initiatives is helpful, but not required.

In this role, you will:

  • Manage programs or major workstreams of a broader program. Ensure that the scope of the program aligns with business priorities and that business value is properly measured for prioritization.

  • Develop and maintain broad knowledge and awareness of Financial Services industry forces, competition, and trends to act as a trusted advisor throughout the project lifecycle. Monitor financial, legal, and other regulatory environments to ensure projects are aligned with the overall company strategy and market conditions.

  • Communicate with stakeholders, leaders, team members, management, and department partners to ensure that requirements and priorities are understood. Monitor project progress and results and submit regular status reports to management and internal and external stakeholders. Ensure the development and execution of business change management and communication plans.

  • Build and maintain relationships across program stakeholders and proactively foster effective communication between internal and external parties. Drive key decisions to ensure alignment with overarching goals across stakeholders.

  • Ensure all steps are taken to mitigate risk and maintain control, compliance, audit, and legal requirements. Maintain an appropriate level of technical and business knowledge to support program implementation.

  • Participate in special projects and perform other duties as assigned.

What it takes:

  • Minimum of eight years related business experience. Financial Services and function-specific experience required. Minimum of four years project management experience.

  • Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.

  • Experience with the execution and implementation of large-scale change.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

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.

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.

Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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