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Accelerated Career Development Program, Project Management Pathway, Senior Associate (NC)

Vanguard
Posted 2 days ago, valid for 11 days
Location

Charlotte, NC, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The position involves completing company-wide rotations while achieving specific departmental objectives and taking ownership of projects.
  • Candidates should have experience in financial services or client services and an undergraduate degree or equivalent training, with a regulatory license required for the Sales pathway.
  • The role emphasizes personal and professional development through participation in training sessions and maintaining a personal development plan.
  • Vanguard offers a hybrid working model, promoting flexibility while fostering collaboration and connection among team members.
  • The salary for this position is competitive, and candidates are expected to have at least one year of relevant experience.

Core Responsibilities

1. Completes company-wide rotations, demonstrating an ability to assimilate into each area, understand the objectives of the assignments and specific departments, achieve rotation objectives, and take ownership and accountability for all projects and assignments.

2. Develops a broad understanding of the Vanguard Divisions, strategies, and initiatives.

3. Demonstrates accountability for issues by accepting ownership throughout the problem resolution process.

4. Takes ownership of personal and professional development through: participation in program initiated meetings and projects, attending all training sessions required by the program or rotational assignments and creating and maintaining a personal plan to track development and accomplishments throughout the year.

5. Navigates the organization by securing a comprehensive network of business contacts that can be leveraged to complete assigned tasks.

6. Utilizes appropriate tools to arrange, manipulate, and present data in a way that enables solid decision making for the business. Makes recommendations based on the data when appropriate.

7. Demonstrates proficiency and a thorough knowledge of Vanguard's investment methodology, policies, procedures, marketplace, and all relevant systems to complete projects as assigned.

8. Participates in projects. Works with various stakeholders to determine scope, gather requirements and data, recommend and implement solutions. Works with appropriate parties to plan, schedule, coordinate and manage business activities required to deliver project solutions.

9. Demonstrates leadership competencies and strengths in rotational and programmatic experiences.

10. Demonstrates high quality service to all client inquiries, including internal and/or external clients, by providing thorough and accurate information in a timely manner. Utilizes excellent CRM skills to establish effective and productive relationships in order to gain and maintain trust and respect. Effectively positions and cross-sells appropriate Vanguard products and services when applicable.

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


Qualifications

  • Experience in financial services or client services preferred.
  • Undergraduate degree or equivalent combination of training and experience.
  • The Sales pathway requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

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.




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By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

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