Project Manager

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

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.