Scottsdale, AZ · On-site
$69K - $95K/yr
Leverages strong industry knowledge to support relationship management * Assists the global process owner in the creation of workflow procedures and maintains comprehensive documentation of current ...
Scottsdale, AZ · On-site
$69K - $95K/yr
Leverages strong industry knowledge to support relationship management * Assists the global process owner in the creation of workflow procedures and maintains comprehensive documentation of current ...
$124K - $163K/yr
Background in sales technology or CRM platforms. * Experience in regulated financial services * Familiarity with mobile-first product design for field-based users. Why This Role You'll build an AI ...
$124K - $163K/yr
Background in sales technology or CRM platforms. * Experience in regulated financial services * Familiarity with mobile-first product design for field-based users. Why This Role You'll build an AI ...
Manage supplier relationships and support vendor management activities, including performance reviews, issue resolution, and continuous improvement initiatives. * Conduct market research, spend ...
Manage supplier relationships and support vendor management activities, including performance reviews, issue resolution, and continuous improvement initiatives. * Conduct market research, spend ...
Excellent relationship management skills with ability to influence across a complex enterprise * Outstanding communication skills with experience engaging both technical teams and senior stakeholders
Excellent relationship management skills with ability to influence across a complex enterprise * Outstanding communication skills with experience engaging both technical teams and senior stakeholders
Excellent relationship management skills with ability to influence across a complex enterprise * Outstanding communication skills with experience engaging both technical teams and senior stakeholders
Excellent relationship management skills with ability to influence across a complex enterprise * Outstanding communication skills with experience engaging both technical teams and senior stakeholders
As the leading retirement asset manager in the United States, VWS oversees 23% of defined ... This role serves as a primary relationship owner and trusted advisor, aligning Vanguard ...
New
As the leading retirement asset manager in the United States, VWS oversees 23% of defined ... This role serves as a primary relationship owner and trusted advisor, aligning Vanguard ...
New
... M capabilities across the enterprise. This role partners closely with product owners, architects, engineers, and business stakeholders to deliver scalable, secure, and resilient solutions that ...
... M capabilities across the enterprise. This role partners closely with product owners, architects, engineers, and business stakeholders to deliver scalable, secure, and resilient solutions that ...
$75K - $102K/yr
Uses strong relationship management skills and knowledge of client needs to create relationship plans and help clients develop financial goals. 3. Resolves complex client issues related to products ...
$75K - $102K/yr
Uses strong relationship management skills and knowledge of client needs to create relationship plans and help clients develop financial goals. 3. Resolves complex client issues related to products ...
IRCs develop deep retirement plan and institutional sales expertise while managing a book of business that balances prospecting, opportunity follow-up, and relationship management. The role is a key ...
New
IRCs develop deep retirement plan and institutional sales expertise while managing a book of business that balances prospecting, opportunity follow-up, and relationship management. The role is a key ...
New
$102K - $133K/yr
We seek individuals with strong critical thinking, project management, and relationship-building skills who can communicate effectively, exercise sound judgment, and influence senior stakeholders.
$102K - $133K/yr
We seek individuals with strong critical thinking, project management, and relationship-building skills who can communicate effectively, exercise sound judgment, and influence senior stakeholders.
... M capabilities across the enterprise. This role partners closely with product owners, architects, engineers, and business stakeholders to deliver scalable, secure, and resilient solutions that ...
... M capabilities across the enterprise. This role partners closely with product owners, architects, engineers, and business stakeholders to deliver scalable, secure, and resilient solutions that ...
Provides investment support and guidance to relationship management and sales teams;isregularly called upon to participate in meetings with Vanguard's largest and most strategic clients. Acts as a ...
Provides investment support and guidance to relationship management and sales teams;isregularly called upon to participate in meetings with Vanguard's largest and most strategic clients. Acts as a ...
Coach advisors to strengthen financial planning, relationship management, and client engagement skills. * Create an environment focused on accountability, collaboration, development, and continuous ...
Coach advisors to strengthen financial planning, relationship management, and client engagement skills. * Create an environment focused on accountability, collaboration, development, and continuous ...
... , etc.). * Synthesize qualitative and quantitative insights to identify optimization opportunities and improve engagement, sales activation, and business impact. * Partner with analysts to define ...
... , etc.). * Synthesize qualitative and quantitative insights to identify optimization opportunities and improve engagement, sales activation, and business impact. * Partner with analysts to define ...
Malvern, PA · On-site
$99K - $131K/yr
We seek individuals with strong critical thinking, project management, and relationship-building skills who can communicate effectively, exercise sound judgment, and influence senior stakeholders.
Malvern, PA · On-site
$99K - $131K/yr
We seek individuals with strong critical thinking, project management, and relationship-building skills who can communicate effectively, exercise sound judgment, and influence senior stakeholders.
Provides investment support and guidance to relationship management and sales teams;isregularly called upon to participate in meetings with Vanguard's largest and most strategic clients. Acts as a ...
Provides investment support and guidance to relationship management and sales teams;isregularly called upon to participate in meetings with Vanguard's largest and most strategic clients. Acts as a ...
Strong leadership, communication, relationship management, and problem-solving skills. * Proven ability to drive process improvements and support organizational change in a fast-paced environment.
Strong leadership, communication, relationship management, and problem-solving skills. * Proven ability to drive process improvements and support organizational change in a fast-paced environment.
$122K - $149K/yr
Integrates Salesforce Marketing Cloud with enterprise platforms including Salesforce CRM, Adobe Experience Cloud solutions, customer data platforms (CDPs), analytics tools, and cloud-based ...
$122K - $149K/yr
Integrates Salesforce Marketing Cloud with enterprise platforms including Salesforce CRM, Adobe Experience Cloud solutions, customer data platforms (CDPs), analytics tools, and cloud-based ...
Excellent written, verbal, and Client Relationship Management (CRM) skills. * Exhibit resilience and a positive attitude when faced with challenges and learning opportunities. Skillfully navigate ...
Excellent written, verbal, and Client Relationship Management (CRM) skills. * Exhibit resilience and a positive attitude when faced with challenges and learning opportunities. Skillfully navigate ...
Manages the execution of foreign corporate actions services, collaborating with internal partners ... Maintains vendor relationships that support corporate actions processes. * Serve as an escalation ...
Manages the execution of foreign corporate actions services, collaborating with internal partners ... Maintains vendor relationships that support corporate actions processes. * Serve as an escalation ...
Scottsdale, AZ • On-site
$69K - $95K/yr
Full-time
Posted 22 days ago
Portfolio Control sits within the Fund Ecosystem and is comprised of the Equity Investment Book of Record and Fund Reconciliations. The focus within Portfolio Control is ensuring operational accuracy, risk mitigation, and process excellence across Vanguard's Portfolios. The US Manager will lead the daily operations of our AZ based Analysts and support broader divisional priorities including leading through and supporting a major vendor change. It's an exciting time in PC: platforms are modernizing, processes are evolving, and our operating model is being reimagined. Step in to drive efficiency, quality, and innovation and help craft the vision for tomorrow.
Responsibilities:
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
Oversees process implementation for trade operations to ensure global consistency. Consults and advises key stakeholders, acts as subject matter and technical expert, identifies and resolves complex operational issues. Leads internal control framework improvements and formulates strategic recommendations.
Proactively identifies and mitigates external events and regulatory changes that impact team. Oversees various control standards to ensure compliance.
Oversees performance of the service model for the team and drives improvements of financial and performance management and forecast reports. Proactively anticipates portfolio events and leads process enhancement initiatives. Performs root cause analysis and applies findings to global process improvement efforts.
Collaborates with internal and external partners to support global operations. Leverages strong industry knowledge to support relationship management
Assists the global process owner in the creation of workflow procedures and maintains comprehensive documentation of current policies and procedures. Ensures the team operates according to established procedures.
Participates in special projects and performs other duties as assigned.
Qualifications:
Minimum of five years' related work experience.
Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.
Middle Office Operations knowledge preferred.
Fixed Income knowledge preferred
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.
Sourced by ZipRecruiter
11 - 50 Employees
Tacoma, WA, US
2001