Defined Contribution Compliance Testing Consultant

Summary

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. To perform and review accurate compliance testing and analysis functions for Vanguard's defined contribution compliance testing clients. Core Responsibilities To perform and review accurate compliance testing and analysis functions for Vanguard's defined contribution compliance testing clients. To establish and maintain relationships and communicate with internal and external clients at various levels to perform compliance related tasks, discuss compliance related issues and communicate compliance test results. To assist management in the oversight and coaching of a team of administrators in the performance of compliance testing and analysis and testing responsibilities. To develop and maintain technical skills and regulatory knowledge consistent with compliance testing functions. Qualifications Undergraduate degree or equivalent combination of training and experience. Minimum three years of compliance testing experience as related to qualified defined contribution plans. Ability to communicate clearly both written and verbally to a variety of audiences, particularly on defined contribution nondiscrimination and compliance testing issues. Excellent data analysis and technology skills including ability to work extensively in Excel. Demonstrated analytical/problem solving skills related primarily to regulatory issues. Ability to assess problem situations and apply technical knowledge to propose and deliver accurate solutions for general and complex compliance testing. Ability to organize, prioritize and process multiple issues simultaneously. Ability to oversee the completion of tasks by multiple personnel for assigned clients. Knowledge of regulatory environments as related to defined contribution plans. Knowledge of record keeping database and compliance/nondiscrimination testing tools. 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.

Job Description

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. To perform and review accurate compliance testing and analysis functions for Vanguard's defined contribution compliance testing clients. Core Responsibilities To perform and review accurate compliance testing and analysis functions for Vanguard's defined contribution compliance testing clients. To establish and maintain relationships and communicate with internal and external clients at various levels to perform compliance related tasks, discuss compliance related issues and communicate compliance test results. To assist management in the oversight and coaching of a team of administrators in the performance of compliance testing and analysis and testing responsibilities. To develop and maintain technical skills and regulatory knowledge consistent with compliance testing functions. Qualifications Undergraduate degree or equivalent combination of training and experience. Minimum three years of compliance testing experience as related to qualified defined contribution plans. Ability to communicate clearly both written and verbally to a variety of audiences, particularly on defined contribution nondiscrimination and compliance testing issues. Excellent data analysis and technology skills including ability to work extensively in Excel. Demonstrated analytical/problem solving skills related primarily to regulatory issues. Ability to assess problem situations and apply technical knowledge to propose and deliver accurate solutions for general and complex compliance testing. Ability to organize, prioritize and process multiple issues simultaneously. Ability to oversee the completion of tasks by multiple personnel for assigned clients. Knowledge of regulatory environments as related to defined contribution plans. Knowledge of record keeping database and compliance/nondiscrimination testing tools. 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.