Project Manager

Vanguard•Malvern, PA

13d•Hybrid

About The Position

The primary responsibilities of the team include: (Skillsets – Project mgmt, Data, Relationship mgmt) Enable CSG’s Recordkeeping business to proactively prioritize, identify risks, and design client retention mitigation strategies to reduce churn, increase customer satisfaction, engagement, and lifetime value through coaching & Deal Review facilitation. Utilize relationship & project management skills in working 1:1 with client-facing teams to proactively manage primarily client administration issue cases. Contribute to the evolution of the Client Retention & Oversight offer to enable deeper CSG adoption & further scalability opportunities by motivating and guiding organization towards achieving retention goals. Utilize effective change management practices to enable CSG to create a cohesive one vanguard culture resulting in an increase in client loyalty. Proactively monitor & analyze client data to identify trends, extract actionable insights, and measure effectiveness of various retention efforts. se data driven skills to devise innovative retention solutions. Strong project management skills with the ability to manage multiple initiatives simultaneously. Projects often require multiple business groups to create a unified experience. Proactively fosters communication between internal and external project stakeholders. Influences key decisions across stakeholder groups by closely partnering with senior leaders and decision-makers across IIG & strategic partners What it takes: Project management experience preferred, Financial Services or function-specific experience preferred. Previous people-leadership experience preferred. Ability to work with front line Crew during escalation process. Understanding of Recordkeeping business preferred. Ability to collect and analyze data from multiple sources to prove/disprove hypotheses and tell a cohesive story. Comfort in an ambiguous, transformative business environment Deep understanding of communication/change management, group dynamics and coaching. You are not afraid to raise issues and remove impediments from projects. You have an insatiable appetite for excellent client service. 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. 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. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Requirements

Ability to work with front line Crew during escalation process.
Ability to collect and analyze data from multiple sources to prove/disprove hypotheses and tell a cohesive story.
Comfort in an ambiguous, transformative business environment
Deep understanding of communication/change management, group dynamics and coaching.
You are not afraid to raise issues and remove impediments from projects.
You have an insatiable appetite for excellent client service.

Nice To Haves

Project management experience preferred
Financial Services or function-specific experience preferred.
Previous people-leadership experience preferred.
Understanding of Recordkeeping business preferred.

Responsibilities

Enable CSG’s Recordkeeping business to proactively prioritize, identify risks, and design client retention mitigation strategies to reduce churn, increase customer satisfaction, engagement, and lifetime value through coaching & Deal Review facilitation.
Utilize relationship & project management skills in working 1:1 with client-facing teams to proactively manage primarily client administration issue cases.
Contribute to the evolution of the Client Retention & Oversight offer to enable deeper CSG adoption & further scalability opportunities by motivating and guiding organization towards achieving retention goals.
Utilize effective change management practices to enable CSG to create a cohesive one vanguard culture resulting in an increase in client loyalty.
Proactively monitor & analyze client data to identify trends, extract actionable insights, and measure effectiveness of various retention efforts.
se data driven skills to devise innovative retention solutions.
Strong project management skills with the ability to manage multiple initiatives simultaneously.
Projects often require multiple business groups to create a unified experience.
Proactively fosters communication between internal and external project stakeholders.
Influences key decisions across stakeholder groups by closely partnering with senior leaders and decision-makers across IIG & strategic partners