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Plan Set-Up Assurance, Specialist(Business Technology Analyst)

Vanguard -
Malvern, PA

Apply Now

Job Details

10 days ago

Benefits

Retirement plan

Qualifications

Optimizing workflow processes
Report preparation
Record keeping
Compliance audits & assessments
Gap analysis
Mid-level
3 years
Quality control audit
Audit Reporting
Quality assurance audits
Continuous improvement
System validation
Requirements analysis
Quality improvement
Document review
Quality audits
Systems analysis
AI-driven automation
Cross-functional collaboration
Project stakeholder communication
Cross-functional communication
Test Planning (Quality assurance practices)

Full Job Description

Leads in the review, analysis, and documentation of business systems and user needs. Provides system set-up, technical designs, and test planning.

Job Description Summary

Join a high-impact team responsible for strengthening the accuracy of retirement plan system set-up. In this specialist role, you will combine retirement plan knowledge, analytical thinking, and attention to detail to review plan documentation, validate system configuration, identify gaps, and partner across the business to drive remediation. This is a unique opportunity for a candidate who enjoys complex problem-solving, cross-functional collaboration, and helping shape a growing audit program that is exploring AI-enabled solutions to expand its reach and impact.

What You’ll Do

Conduct detailed audits of retirement plan system set-up to confirm alignment with formal plan documentation and expected plan provisions. Read, interpret, and apply U.S. retirement plan documents to evaluate whether system configuration accurately reflects plan requirements. Analyze findings, document issues clearly, and use critical thinking to assess potential business and client impacts. Partner with client-facing teams, Legal, Compliance, Strategic Consulting, and other stakeholders to communicate audit results and support thoughtful remediation plans. Identify opportunities to improve audit quality, consistency, and scale, including the use of AI-enabled tools and process enhancements. Contribute to special projects and evolving team priorities that support stronger controls, better outcomes, and increased audit capacity.

What We’re Looking For

At least three years of related work experience.
Undergraduate degree or an equivalent combination of training and experience.
Experience reading and interpreting U.S. retirement plan documents.
Strong auditing, analytical, and critical-thinking skills, with excellent attention to detail.
Ability to communicate findings clearly and collaborate effectively with business, legal, compliance, and client-facing partners.
Experience with retirement plan recordkeeping (system plan set-up is a plus).

Why This Role Is Exciting

You will have the opportunity to contribute to AI-enabled process improvements that can significantly expand audit capacity and business impact.
You will help build and scale a program that strengthens confidence in retirement plan administration.
You will have the opportunity to partner with various departments within the Workplace Solutions Division to drive plan set-up accuracy,

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.

Apply Now

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