Workplace Plan Provision Specialist

As a Workplace Plan Provision Specialist, you'll lead the end-to-end configuration of retirement plan systems, translating plan design into compliant, high-quality system solutions. Partnering closely with clients and internal teams, you'll navigate complexity with confidence, proactively manage risk, and deliver reliable outcomes-ensuring a seamless experience through clear communication, precision, and expert execution.

Responsibilities

• Leads the review and interpretation of client plan documents, translating provisions into clear system and service requirements while ensuring compliance with ERISA and internal policies.
• Designs, configures, and implements system setup across all relevant platforms, applying deep expertise to support complex implementations and ownership of the setup project plan, timeline, and execution.
• Partners closely with clients and internal stakeholders to position system capabilities, gather requirements, manage change requests, resolve issues, and provide clear, proactive project updates to ensure expectations are met.
• Oversees intake and prioritization of system setup and change requests, ensuring timely, accurate completion and adherence to service standards.
• Identifies risks and resolves issues collaboratively, applying sound judgment to balance compliance, client needs, and operational efficiency.
• Reviews transaction- and service-related participant communications, partnering with Participant Education to ensure accuracy, clarity, and alignment with plan design and system setup.
• Ensures accuracy and audit readiness through thorough documentation, quality checks, and adherence to established control and validation processes.
• Contributes to continuous improvement by providing feedback on system lead processes and recommending enhancements to tools, workflows, and execution models.
• Demonstrates leadership by supporting peers through knowledge sharing, issue resolution, and training.
• Participates in special initiatives and additional assignments in support of broader business objectives.

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 Workplace Solutions systems
• Solid understanding of ERISA
• Extensive project management experience
• Minimum one year experience and proficiency with establishing and testing plans on Vanguard's Workplace Solutions systems
• Excellent oral and written communication 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.