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Supervisor, Operations Processing – Transactions
VanguardOperations Team Leader overseeing contractor workforce in Transfer Agent Operations at Vanguard. Responsibility for monitoring and executing processing activities for U.S.
About the role
Key responsibilities & impact- Oversees the daily execution of processing activities performed by contractors, ensuring work is completed accurately, on time, and in alignment with defined service level expectations.
- Monitors volumes, turnaround times, queues, and productivity throughout the day; adjusts work assignments and priorities as needed to meet operational demand.
- Provides guidance on handling complex requests.
- May handle escalated issues.
- Generates reports on business and operational metrics.
- May prepare and deliver presentations to management.
- Oversees the development of relationships with internal partners that facilitate the resolution of client issues.
- Ensures team members collaborate according to Vanguard policies and regulatory requirements.
- Responsible for workflow changes to ensure the highest level of service.
- Ensures team members meet Vanguard service level commitments by providing timely, specific, and actionable feedback.
- Develops and maintains proficient knowledge of Vanguard funds, products, and services.
- Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
- Analyzes department and industry changes and their impact on client service operations.
- Participates in special projects and performs other duties as assigned.
Requirements
What you’ll need- Minimum three years of related experience required.
- Two years' experience in operations processing preferred.
- Undergraduate degree or equivalent combination of training and experience required.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
ATS Keywords
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Soft Skills
guidancecollaborationfeedbackpresentation skillsproblem-solvingrelationship managementanalytical skillsadaptabilitytime managementcommunication
Certifications
undergraduate degree