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

About the role

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.

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.

Our commitment to you
Vanguard takes the same long-term view of your success—at work and in life—with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.

Our Total Rewards programs provide you and your loved ones with wellness support for key areas in your life:
- Financial wellness
- Physical wellness
- Personal wellness

Our commitment to equal employment opportunity
Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.

Empowered to learn, grow, and thrive

Roadmap

• Rajesh D. - Senior Manager, IT Delivery (2018), Manager, IT Delivery (2014), Technical Scrum Lead (2005), Application Engineering Technical Lead (2001), Application Engineer (2000)
• Akua A. - Cybersecurity Manager (2022), Senior SIEM Analyst (2021), SIEM Analyst (2019), Incident Response Analyst (2017), Platform Engineer (2012), Application Engineer (2015)
• Diane T. - Senior Manager, Fraud Engineering (2023), Senior Manager, Cyber Security Operations (2021), Information Security Manager (2018), Information Security Analyst (2017), Systems Engineer, Security Engineering (2015), Systems Engineer, Technology Leadership Participant (2013)
• Kelly P. - Head of Wealth Management Technology (2023), Head of Personal Advisor Services Technology (2019), Senior Manager, Process Automation (2018), Delivery Manager (2017), Scrum Lead (2016), Application Engineer III (2014), Application Engineer II (2012), Application Engineer, Technology Leadership Program (2011), College to Corporate Intern, Technology (2007)
• Megan M. - Head of Fraud Prevention Engineering (2023), Senior IT Delivery Manager, IAM (2019), Project Team Manager, Investment Systems (2016), Developer, Investment Systems (2013), Technology Specialist, Enterprise Business Solutions (2009), Information Systems Engineer, Technology Leadership Program (2007)
• Rehana V. - Director of Onboarding (2021), Director of Onboarding (2021), Director of Onboarding (2021), Director of Onboarding (2021), Director of Onboarding (2021), Director of Onboarding (2021)