Asset Transfer Lead
Key Skills for This Role
Full Job Posting
Qualifications:
- Undergraduate degree or equivalent combination of training and experience
- Three to five years business experience plus a minimum of two years of Defined Contribution recordkeeping or conversion experience.
- Excellent understanding of investments (mutual funds, company stock, stable value, outside funds, separate accounts)
- Thorough knowledge of VISTA, VISION, and money movement systems
- General understanding of ERISA
- Disciplined project management and organizational skills, and strong attention to detail
- Excellent oral and written communication skills
- Special Factors
- Sponsorship
- Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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.
About Vanguard
Global investment management firm owned by its client funds.
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