Business Project Manager, Specialist

Leads multi-year investment product and service projects, applying functional expertise to drive project results.

Core Responsibilities

• Exhibits extensive knowledge of investment products within the qualified plan recordkeeping business.

• Acts as a liaison and advocate for VWS on investment products and services.

• Conducts impact analysis, recommends solutions, and resolves or escalates issues independently.

• Identifies opportunities and recommends process improvements to drive efficiency and quality.

• Manages projects or multiple workstreams within broader programs.

• Develops, implements, and monitors project plans, deliverables, and milestones.

• Contributes expertise to key project tasks and strategic initiatives.

• Provides insight on best practices and common challenges based on experience.

• Serves as a trusted advisor to align projects with company strategy and market conditions.

• Communicates project status, risks, and issues to stakeholders and leadership.

• Builds and maintains strong internal and external stakeholder relationships.

• Fosters communication across stakeholder groups and influences key decisions.

• Identifies, manages, and mitigates project risks and issues proactively.

• Communicates solutions and gains stakeholder alignment and buy-in.

• Participates in special projects and performs other duties as assigned.

Qualifications

• Strong understanding of investment products, markets, and industry workflows and infrastructure, including trade execution processes.

• Familiarity with qualified plan regulations and Vanguard VISTA recordkeeping platform preferred.

• Relevant professional experience in financial services or related function.

• Project management experience preferred.

• Financial services and function-specific experience preferred.

• Undergraduate degree or equivalent combination of education and experience required.

• Graduate degree preferred.