Asset Transfer Lead — Money Movement & Asset Planning

Vanguard Group; Malvern (Chester County); Hybride; USD 85 000 - 110 000; Plein temps

Résumé du poste

Vanguard Group in Malvern, PA seeks an experienced operations professional to manage end-to-end asset transfers and complex money movement projects. You will coordinate with internal teams, prior recordkeepers, and senior stakeholders to ensure accurate setup, documentation, and testing of all movements.

The role requires strong project management, sector knowledge of investments, and a proven ability to mitigate risks while communicating clearly with clients and partners.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Three to five years business experience plus two years in Defined Contribution recordkeeping or conversion.
• Strong understanding of investments including mutual funds and stocks.
• Familiarity with VISTA, VISION and money movement systems.
• Solid ERISA knowledge and disciplined project management.

Responsabilités

• Owns end-to-end planning and execution of plan-level asset transfers and complex financial transactions.
• Serves as subject matter expert on fund lineups at incoming and prior recordkeepers.
• Coordinates asset movement and re-registration with internal teams and stakeholders.
• Leads money movement activities with accurate system setup and testing.
• Facilitates money movement meetings and manages dependencies and accountability.

Connaissances

Communication skills

Attention to detail

Project management

Oral and written communication

Formation

Undergraduate degree or equivalent

Outils

VISTA

VISION

Money movement systems

Description du poste

Vanguard Group in Malvern, PA seeks an experienced operations professional to manage end-to-end asset transfers and complex money movement projects. You will coordinate with internal teams, prior recordkeepers, and senior stakeholders to ensure accurate setup, documentation, and testing of all movements.

The role requires strong project management, sector knowledge of investments, and a proven ability to mitigate risks while communicating clearly with clients and partners.