Vanguard

Lead end-to-end delivery of strategic initiatives with governance, executive reporting, and cross-functional alignment. | Minimum three years related experience with preferred project management experience and a bachelor's degree or equivalent. | Key Responsibilities: Program & Initiative Management Lead end‑to‑end delivery of strategic initiatives sponsored by the Dallas Executive Team and HNW leadership, from definition through execution and close‑out. Translate strategic priorities into clearly scoped programs with defined objectives, milestones, dependencies, and success metrics. Develop and maintain integrated program plans, timelines, risk logs, and status reporting. Proactively identify risks, issues, and interdependencies; drive mitigation plans and escalate as appropriate. Executive Enablement & Governance Establish and manage governance structures for executive‑sponsored initiatives, including steering forums, operating reviews, and decision checkpoints. Prepare high‑quality executive materials (status updates, decision memos, dashboards) that enable timely and informed decision‑making. Track commitments, decisions, and follow‑through across executive and leadership forums. Cross‑Functional Coordination Serve as the central point of coordination across business, functional, and regional partners to ensure alignment and momentum. Drive clarity of roles, ownership, and accountability across workstreams. Facilitate collaboration across Advice, HNW, Technology, Operations, HR, Finance, and other stakeholders. HNW Program Support Partner with HNW leadership to execute initiatives tied to growth, client experience, advisor enablement, talent outcomes, and operational effectiveness. Support integration of HNW initiatives with Dallas site priorities and broader enterprise programs. Enable change adoption through structured planning, communication, and execution discipline. Operating Rhythm & Continuous Improvement Own the operating cadence for Dallas Executive Team and HNW related programs, ensuring consistent planning, reporting, and follow up.‑related programs, ensuring consistent planning, reporting, and follow‑up. Identify opportunities to simplify processes, improve execution efficiency, and strengthen program management practices. Apply lessons learned and best practices to continuously improve delivery effectiveness. Qualifications: Minimum of three years related work experience. Two years of managing a project preferred. Financial Services or function-specific experience preferred. Undergraduate degree or equivalent combination of training and experience. 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. 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. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Manage large cross-functional projects related to service channel expansion, contact center modernization, and AI integration, ensuring strategic alignment and stakeholder engagement. | Experience in contact center or back office operations, strong stakeholder management, familiarity with advanced technologies including AI, and at least 3 years of project management experience. | We are seeking a dynamic Service Innovation Program Manager to drive our Workplace Solutions “big bet” initiatives related to service channel expansion, contact center technology modernization, operations automation, and AI integration. You will play a critical role in shaping the future of service delivery and bringing our AI agenda to life, coordinating large multi-functional teams and collaborating across product families (e.g., Operations, Contact Center, Participant / B2C Digital Experience, Plan Sponsor / B2B Experience, and Technology). Core Responsibilities Lead Projects & Workstreams: Manage projects or workstreams within larger programs, developing and monitoring plans, deliverables, and milestones Strategic Insight: Apply best practices and lessons learned to overcome obstacles and align strategies with department goals Stakeholder Communication: Provide regular updates on status, risks, and issues to leaders, team members, and senior managers Relationship Building: Foster strong partnerships across internal and external stakeholders, influencing decisions and driving alignment Risk Management: Identify, mitigate, and resolve project risks and issues, ensuring timely solutions and stakeholder buy-in Critical Skills Familiarity with contact center and/or back office operations Understanding of B2B (plan sponsor, consultant) and/or B2C (participant) experiences Strong stakeholder management across functions and lines of business Program management and executive communication to coordinate delivery across workstreams and report on progress Preferred Knowledge & Qualifications Data insights & visualization to communicate outcomes effectively Analytics-driven judgment for identifying and prioritizing opportunities Interest and experience in applying advanced technologies, including AI Financial Services or function-specific experience a plus Minimum 3 years of related experience, with 2 years managing projects preferred Undergraduate degree or equivalent combination of training and experience 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. 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. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Lead and develop supervision initiatives, frameworks, and controls within a financial services environment, ensuring regulatory compliance and strategic alignment. | Minimum 10 years in financial services with expertise in supervision, compliance, or risk management, active FINRA Series 7 and 24, strong project management and stakeholder engagement skills. | Core Responsibilities • Lead the design and implementation of strategic supervision initiatives, including the development of supervisory models, escalation frameworks, and role-based oversight structures. • Serve as a subject matter expert and program lead for supervision modernization efforts, including risk-based monitoring, digital enablement, and control optimization. • Develop and maintain supervisory program documentation, including frameworks, operating models, and execution playbooks. • Coordinate cross-functional working groups to align supervision practices with regulatory expectations, internal policies, and business objectives. • Support the uplift and integration of supervisory controls into business processes, technology platforms, and governance routines. • Monitor industry trends, regulatory developments, and internal risk indicators to inform program enhancements and strategic planning. • Contribute to regulatory exams, internal audits, and supervisory certifications by preparing program documentation and evidence of execution. • Provide thought leadership and strategic support to the Head of Supervision on program design, change management, and long-term supervision strategy. Qualifications: • Bachelor’s degree required; advanced degree (JD, MBA, or related field) preferred. • Minimum 10 years of experience in financial services, with at least 5 years in supervision, compliance, or risk management roles. • Demonstrated expertise in supervision program design, control implementation, and strategic execution. • Strong project management and change leadership skills; ability to drive cross-functional initiatives from concept to execution. • Deep understanding of broker-dealer regulatory frameworks, including FINRA, SEC, and state regulations. • Excellent communication, documentation, and stakeholder engagement skills; active FINRA Series 7 and 24 required; Series 9/10 preferred. 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.

Lead the design and implementation of supervisory initiatives, including models, frameworks, and controls, aligning with regulatory and business needs. | Requires 10+ years in financial services supervision, compliance, or risk management, with expertise in regulatory frameworks like FINRA and SEC, and active FINRA Series 7 and 24 licenses. | Core Responsibilities • Lead the design and implementation of strategic supervision initiatives, including the development of supervisory models, escalation frameworks, and role-based oversight structures. • Serve as a subject matter expert and program lead for supervision modernization efforts, including risk-based monitoring, digital enablement, and control optimization. • Develop and maintain supervisory program documentation, including frameworks, operating models, and execution playbooks. • Coordinate cross-functional working groups to align supervision practices with regulatory expectations, internal policies, and business objectives. • Support the uplift and integration of supervisory controls into business processes, technology platforms, and governance routines. • Monitor industry trends, regulatory developments, and internal risk indicators to inform program enhancements and strategic planning. • Contribute to regulatory exams, internal audits, and supervisory certifications by preparing program documentation and evidence of execution. • Provide thought leadership and strategic support to the Head of Supervision on program design, change management, and long-term supervision strategy. Qualifications: • Bachelor’s degree required; advanced degree (JD, MBA, or related field) preferred. • Minimum 10 years of experience in financial services, with at least 5 years in supervision, compliance, or risk management roles. • Demonstrated expertise in supervision program design, control implementation, and strategic execution. • Strong project management and change leadership skills; ability to drive cross-functional initiatives from concept to execution. • Deep understanding of broker-dealer regulatory frameworks, including FINRA, SEC, and state regulations. • Excellent communication, documentation, and stakeholder engagement skills; active FINRA Series 7 and 24 required; Series 9/10 preferred. 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. 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. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Lead and manage programs within the financial services industry, focusing on process improvements and stakeholder communication. | Minimum of 8 years of related business experience, project management experience, and financial services industry knowledge; certifications like Lean, Six Sigma, or project management preferred. | The Process Improvement Value Outcomes Team (PIVOT) is Vanguard Workplace Solutions' continuous improvement organization. Uniquely positioned with both an intimate understanding of the client’s business and the objective perspective to assess the issues with fresh eyes, the team brings an uncommon intersection of expertise to the project. With the ability to work within the client’s walls, PIVOT approaches client challenges not just as problem solvers, but as partners—driving practical solutions through implementation. In this role as a Project Manager for PIVOT, you will lead engagements with Vanguard Workplace Solutions' largest and most critical client relationships. You will work with a client's benefits and administration team to identify and pursue ways to improve efficiency and enhance the operation of the client's retirement plan. Some of the many ways PIVOT has added value include establishing an operational dashboard, facilitating a data quality review, improving data flows, and identifying and delivering opportunities to benefit plan sponsors and participants via risk reduction, efficiency gains, and cost savings. Core Responsibilities 1. Manages programs or major workstreams of a broader program. Ensures that the scope of the program aligns with business priorities and that business value is properly measured for prioritization. 2. Develops and maintains broad knowledge and awareness of Financial Services industry forces, competition, and trends to act as a trusted advisor throughout the project lifecycle. Monitors financial, legal, and other regulatory environments to ensure projects are aligned with the overall company strategy and market conditions. 3. Communicates with stakeholders, leaders, team members, management, and department partners to ensure that requirements and priorities are understood. Monitors project progress and results and submits regular status reports to management and internal and external stakeholders. Ensures the development and execution of business change management and communication plans. 4. Builds and maintains relationships across program stakeholders and proactively fosters effective communication between internal and external parties. Drives key decisions to ensure alignment with overarching goals across stakeholders. 5. Ensures all steps are taken to mitigate risk and maintains control, compliance, audit, and legal requirements. Maintains an appropriate level of technical and business knowledge to support program implementation. 6. Participates in special projects and performs other duties as assigned. Qualifications 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. Strong retirement plan recordkeeping and administration experience preferred. Lean, Six Sigma, and/or human centered design certifications preferred. Project management certifications preferred. 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. 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. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Design and develop advanced dashboards, automate reporting processes, and support operational analytics to improve business performance. | Minimum of five years of related experience, proficiency in Tableau, SQL, Python, and experience in operational reporting and dashboard design. | Core Technical Skills Advanced Tableau Expertise Ability to design interactive dashboards, automate reporting, and modernize legacy reports (e.g., transition from Excel, Cognos, or other BI tools to Tableau for contact center performance and SLA reporting). Strong SQL Proficiency Skilled in writing complex queries, optimizing performance, and integrating data from multiple sources, including enterprise data lakes and cloud-based platforms (e.g., AWS environments). Python for Automation and Analytics Experience using Python for data transformation, automation, and advanced analytics, including predictive modeling and integration with visualization tools (e.g., leveraging TabPy with Tableau). Operational & Service Remediation Focus Own and manage business-as-usual (BAU) operational reporting, including Operations Index, Client SLA, and vendor/service provider SLA dashboards. Develop and support Service Reimagination dashboards to enhance operational transparency and performance monitoring. Support Friction Reduction dashboards and related analytics to improve participant/client experience and reduce repeat contacts. Partner with Data Engineering teams to automate workforce management (WMS) reporting and build scalable, reusable data products that enable self-service analytics. Design highly polished, executive-ready dashboards with exceptional visual appeal, intuitive navigation, and compelling data storytelling for senior leadership. TS2 Behavioral & Leadership Expectations Lead projects independently: Gather requirements, design dashboards and scripts, and deliver end-to-end analytical solutions with minimal oversight. Translate business needs into actionable insights: Apply strong data storytelling and visualization techniques to influence decision-making and drive measurable outcomes. Mentor and collaborate: Actively engage with peers and junior analysts, share best practices, and contribute to broader analytics communities and knowledge-sharing forums. Demonstrate strong business acumen and stakeholder management while driving reporting modernization and continuous improvement initiatives. Qualifications Minimum of five years related work experience. Undergraduate degree or equivalent combination of training and experience. 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. 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. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.