Hybrid DC Compliance Testing Specialist

Vanguard

Malvern (Chester County)

Hybrid

USD 90,000 - 120,000

Full time

2 days ago
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Benefits offered by this job

Hybrid work model

Job summary

Vanguard is seeking a Compliance Testing Senior Analyst in Malvern, PA, to perform and review accuracy in compliance testing for defined contribution clients. You will build client relationships, discuss results, and help coach a team of administrators.

The role emphasizes technical skill development, regulatory knowledge, and the ability to manage multiple tasks across projects in a hybrid work environment.

Qualifications

  • Undergraduate degree or equivalent combination of training and experience.
  • Three years of compliance testing experience related to qualified defined contribution plans.
  • Clear written and verbal communication to diverse audiences on defined contribution nondiscrimination and testing issues.
  • Excellent data analysis and technology skills, including extensive Excel usage.
  • Analytical/problem-solving skills related to regulatory issues.
  • Ability to assess problems and deliver accurate solutions for compliance testing.
  • Ability to organize, prioritize and manage multiple issues simultaneously.
  • Knowledge of regulatory environments related to defined contribution plans.
  • Familiarity with record keeping databases and testing tools.

Responsibilities

  • Perform and review accurate compliance testing and analysis functions for Vanguard's defined contribution compliance testing clients.
  • Establish and maintain relationships with internal and external clients to discuss compliance tasks and test results.
  • Assist management in overseeing a team of administrators in compliance testing tasks.
  • Develop and maintain technical skills and regulatory knowledge related to compliance testing.

Skills

Compliance testing
Regulatory knowledge
Data analysis
Communication skills
Leadership

Education

Undergraduate degree

Tools

Excel

Job description

Vanguard is seeking a Compliance Testing Senior Analyst in Malvern, PA, to perform and review accuracy in compliance testing for defined contribution clients. You will build client relationships, discuss results, and help coach a team of administrators.

The role emphasizes technical skill development, regulatory knowledge, and the ability to manage multiple tasks across projects in a hybrid work environment.

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