Plan Provisions Specialist

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

Core Responsibilities

• Leads the review and interpretation of the client's plan document and developing it into system requirements.
• Ensures compliance with ERISA in accordance with Vanguard’s policies and procedures.
• Designs and implements the system set-up of all IIG systems.
• Exhibits expertise of system set‑up, and utilizes knowledge to facilitate execution of system set‑up for more complex projects.
• Develops, monitors, and owns project plan and schedule for system set‑up.
• Communicates effectively with internal and external clients throughout the project, to consult on and position system capabilities, gather system/ requirements, identify and resolve issues, provide project statuses, and ensure client expectations are met.
• Monitors Plan Maintenance requests queue to ensure all request for system changes and consultations are completed timely and accurately.
• Provides feedback on system lead process and provides recommendations on process improvements.
• Identifies risk and solves problems in collaboration with team members.
• Reviews transaction/service related participant communications and works with Participant Education to ensure that all transaction and services related communications are accurate.
• Ensures accurate system and service set‑up through documentation of project information and execution of audit processes.
• Assists peers and team members with issue resolution and training efforts.
• Participates in special projects and performs other related activities as assigned.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Three to five years business experience plus minimum of 18 months of Defined Contribution recordkeeping or conversion experience.
• Extensive knowledge of IRPS systems.
• Solid understanding of ERISA.
• Project management experience.
• Excellent oral and written communication skills.
• Excellent analytical and problem‑solving skills.
• Proven experience with managing and overseeing multiple plans in various stages of setup and testing.
• Strong organizational skills.

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 leading 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.