ERISA Plan Provisions Specialist & System Lead

The Vanguard Group; Scottsdale (AZ); Hybrid; USD 90,000 - 120,000; Full time

Job summary

The Vanguard Group is seeking a Project Manager to translate client plan documents into precise system requirements and oversee end‑to‑end system set‑ups. You will ensure ERISA compliance, manage project plans, and communicate with clients to align capabilities with needs.

Hybrid work model and cross‑functional collaboration are core parts of the role, with emphasis on leading complex setup across multiple plans while maintaining high quality standards and timely delivery.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• 3–5 years business experience with minimum 18 months Defined Contribution recordkeeping or conversion.
• Extensive knowledge of IRPS systems.
• Solid understanding of ERISA.

Responsibilities

• Leads the review and interpretation of the client plan document and develops it into system requirements.
• Ensures ERISA compliance per Vanguard policies and procedures.
• Designs and implements system set‑up for all IIG systems.
• Provides project planning, scheduling, and guidance for system set‑ups.
• Communicates with clients to position capabilities, gather requirements, and resolve issues.
• Monitors plan maintenance requests and ensures timely, accurate completion.
• Offers feedback on lead process and suggests improvements.
• Identifies risks and collaborates with the team to resolve problems.
• Reviews participant communications and coordinates with Education to ensure accuracy.
• Documents project information and executes audit processes to ensure accuracy.
• Supports peers with issue resolution and training; participates in special projects.

Skills

Project management

Analytical thinking

Communication skills

Problem solving

ERISA knowledge

IRPS systems knowledge

Multi-plan management

Education

Undergraduate degree

Job description

The Vanguard Group is seeking a Project Manager to translate client plan documents into precise system requirements and oversee end‑to‑end system set‑ups. You will ensure ERISA compliance, manage project plans, and communicate with clients to align capabilities with needs.

Hybrid work model and cross‑functional collaboration are core parts of the role, with emphasis on leading complex setup across multiple plans while maintaining high quality standards and timely delivery.