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Vanguard ERISA Consultant in Malvern, Pennsylvania

Advocate for all investors!

At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $9.3 trillion of their hard-earned savings with us.

Within our Institutional Investor Group (IIG), we provide institutional clients, plan sponsors, and participants with recordkeeping, investment, and advice services, largely in defined contribution plans such as 401(k)s. Our mission is to give participants in these plans the best chance for retirement success. We are operating as one team to deliver the best that Vanguard has to offer across full service, investments, advice, and products—to all clients, across all channels. As an ERISA Consultant, you will play an integral role in the success of this mission.

In this role, you will:

  • Act as a consultant for internal partners and clients. Provide guidance regarding regulatory and legislative trends and the corresponding impact on clients and operations.

  • Advise on the latest regulatory changes and communicates changes to crew, clients, and senior management. Maintain strong knowledge of retirement plans and related regulatory issues. Maintain awareness of the competitive environment.

  • Assess retirement plan administration and compliance related risk areas and identify opportunities to mitigate risks.

  • Research client issues and recommend solutions.

  • Utilize plan data and analytics to drive optimum plan design and participant outcomes.

  • Participate in special projects and perform other duties as assigned.

​ What it takes

  • Five years of experience providing ERISA consulting advice required.

  • Strong communication skills, and a proven ability to influence and persuade required.

  • Experience in a legal or consulting environment preferred.

  • An ability to utilize data and analytics preferred.

  • Experience with 403(b) plans preferred.

  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.

Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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