Job Summary Client Operations Supervisor, Separately Managed Accounts (SMA) leads a focused, client-dedicated team responsible for the end-to-end management of the SMA account lifecycle. Accountable for service delivery, operational performance, and continuous improvement, this role ensures advisors and
Join a dynamic compliance team that’s not just about rules—but about shaping the future of ethical investing. As a Senior Compliance Advisor, you’ll help ensure our advisory services and business activities align with the highest standards
Core Responsibilities (Technical Product Delivery) Manage the technical product roadmap for cloud IAM capabilities, including preventive and detective controls, governance automation, and identity‑based security policies. Partner with engineering, architecture, and security teams to design, build, and
Core Responsibilities 1. Completes rotation objectives across various areas of the IT business, demonstrating an ability to assimilate into each area, understand the objectives of the assignments and specific departments, achieve rotation objectives, and take ownership
Core Responsibilities 1. Completes rotation objectives across various areas of the IT business, demonstrating an ability to assimilate into each area, understand the objectives of the assignments and specific departments, achieve rotation objectives, and take ownership
Role: Data Governance Specialist Location: Malvern, PA (on site 3 Days a week) We are seeking a highly collaborative and strategic Data Governance professional to drive the adoption of investment data usage standards and strengthen data
About the Job Are you passionate about solving complex problems and delivering exceptional service experiences? Join Vanguards Enterprise Client Concierge Team as a Retirement Service Administrator, where youll serve as a dedicated advocate and case owner for
Responsibilities: Coaches frontline advisors, consultants and service reps to deepen their knowledge of retirement plans and financial well-being solutions, generate referral-based leads while building confidence and expertise in participant-facing conversations. Develops and delivers coaching focused on
Core Responsibilities Develops project plan and schedule for asset transfer and plan level financial transactions. Documents clearly and precisely complex money movement events to external parties (e.g. client, prior trustee, prior recordkeeper, etc.). Can communicate these complexities
Responsibilities: Leads the design and continuous improvement of sales compensation data frameworks, including processes, workflows, and operating models to ensure consistency, scalability, and alignment with compensation design intent. Defines and oversees data management strategy supporting sales
Responsibilities Perform senior-level systems analysis, design, development, testing, and implementation of applications and databases. Develop and enhance complex applications and integrate third-party products and solutions. Translate business and technical requirements into scalable, maintainable code. Design, develop,