Asset Transfer Lead - Money Movement Expert

The Vanguard Group; Malvern (Chester County); Hybrid; USD 95,000 - 125,000; Full time

Job summary

The Vanguard Group is seeking a skilled professional to manage end-to-end plan-level asset transfers and complex transactions from Malvern, PA. This role acts as a subject matter expert on fund lineups across funds, including mutual funds and outside funds, coordinating with recordkeepers and internal stakeholders.

Hybrid work model supported; you will lead money movement initiatives, ensure accurate system setup, and mitigate risks while collaborating with Treasury, HR, and client counsel as

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.

Responsibilities

• Owns end-to-end planning and execution of plan-level asset transfers and complex financial transactions.
• Leads coordination with internal teams, prior trustees/recordkeepers, and stakeholders to support asset movement and re-registration.
• Identifies, documents, and mitigates risks associated with asset transfers; develops mitigation strategies and communicates them to clients.
• Oversees reconciliation of plan-level financial transactions to participant records and ensures data integrity.

Skills

Investment knowledge

Project management

Communication skills

Detail orientation

Education

Undergraduate degree or equivalent

Tools

VISTA

VISION

Money movement systems

Job description

The Vanguard Group is seeking a skilled professional to manage end-to-end plan-level asset transfers and complex transactions from Malvern, PA. This role acts as a subject matter expert on fund lineups across funds, including mutual funds and outside funds, coordinating with recordkeepers and internal stakeholders.

Hybrid work model supported; you will lead money movement initiatives, ensure accurate system setup, and mitigate risks while collaborating with Treasury, HR, and client counsel as