{"id":3303733,"url":"https://alion.io/job/the-vanguard-group-retirement-plan-services-representative-az","title":"Retirement Plan Services Representative (AZ)","company":{"id":253,"name":"The Vanguard Group","domain":"vanguard.com","url":"https://alion.io/company/vanguard","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":78,"open_postings":91,"ghost_share":0.099,"stale_share":0.505,"repost_share":0.209,"time_to_fill_p50_days":27,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Legal","role_family":"Legal","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Scottsdale, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":71100,"max":73100,"currency":"USD","period":"year","gross":null,"usd_annual":73100},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-26T00:00:00Z","employer_posted_date":"2026-10-26","last_verified_at":"2026-10-31T18:19:06Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"description":"Advance your career and our mission\nAt Vanguard, we’re taking a stand for investors. That starts with you. As a Retirement Plan Services Representative, you’ll be our voice and our clients’ advocate, as you help to build hundreds of financial futures.\nIn this role, you will provide high-quality service across Institutional Participant Services by supporting external employers 401(k) plan participants with their dynamic and complex needs - one may need help with a form, the next has never even heard of a mutual fund. You will be assisting with account and plan information, regulatory or tax-related issues, financial and clerical transactions via inbound phone calls and written communication. This role will allow you to build your financial acumen and communications skills into a successful career.\nWhy Vanguard? At Vanguard, we believe in supporting our “crew” personally through all life stages.\nTotal potential compensation for this role is between $71,100 - $73,100 ($52,000 - $54,000 base salary based on Spanish bilingual proficiency, plus up to a one-time $12,500 bonus and eligible partnership and promotional bonuses) within your first year upon achieving performance standards.\nVanguard also provides a competitive benefits package to all employees. Some of our benefits include:\nPremiertraining and development programs to equip you with the tools to take the SIE and FINRA Series 6 and 63 \nA $1,500 taxable annual FlexFund stipend that allows you to select from a wide variety of well-being and lifestyle expenses \nAn annual bonus (known internally as partnership) based on company performance \n18 PTO days and 10 federal holidays, with the unique ability to purchase an additional week of PTO \nIndustry-leading retirement savings - up to 4% matched contributions, and 10% employer contribution without condition \nBest-in-class medical, dental, and vision coverage with on-site health perks: \nCrewCare: our own onsite health-clinic for you and your loved ones \nShipShape: onsite fitness center \nLYRA: a program to provide care for your emotional and mental health - how, when, and where you need it, at no cost to you. \nEducation benefits includingtuition reimbursement designed to support you in furthering your education \nStrongparental leave, includingadoption and surrogacy, benefits - because we know every family looks different! \nFor a deeper look into our benefits, please visit our Why Vanguard page!\nWhat it takes:\nYou don’t have to be a financial expert to be an advocate for our clients!\nWe welcome, and encourage, individuals from all backgrounds and experiences -- the most important things you need are a passion for serving others and a thirst for knowledge. Vanguard will provide you will fully paid training, coaching, and continuous support as you learn the role, company, and industry.\nWe have seen most success from individuals with:\nStrong interpersonal and client relationship management (CRM) skills to engage with our clients and our “crew” \nCustomer-facing and/or in-bound phone experience \nA learner’s mentality and an appetite for financial acumen \nUndergraduate degree or equivalent experience, preferred \nAbility to complete the SIE (Securities Industry Essentials) exam and obtain the Series 6 & 63 FINRA licenses within department guidelines. \nPlease note, this role is hybrid, and you would be expected to work on-site in a Vanguard office on Tuesdays, Wednesdays, and Thursdays.\nStart date for this role isFebruary 16, 2027.\nSpecial Factors\nSponsorship\nVanguard is not offering visa sponsorship for this position.About Vanguard\nAt Vanguard, we don't just have a mission-we're on a mission.\nTo 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.\nHow We Work\nVanguard 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.","description_format":"text","description_chars":4308,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"Spanish","level":"Proficiency (C2)","optional":false}]},"benefits":["Hybrid work","Parental leave","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-27T00:30:38Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 228 · green card filings: 155","filings_12m":228,"filings_prev_12m":301,"green_card_filings_12m":155,"median_offered_wage_usd":148453,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.626,"p_room":1,"age_days":5,"expected_fill_days":27,"reasons":["conf:5","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-10-31T05:58:55Z"},"pay":{"stated_usd_annual":73100,"is_top_pay":false},"html_url":"https://alion.io/job/the-vanguard-group-retirement-plan-services-representative-az","json_url":"https://alion.io/job/the-vanguard-group-retirement-plan-services-representative-az.json","meta":{"generated_at":"2026-11-01T04:24:27Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":6817,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":253},"rest":"https://alion.io/mcp/rest/get_company?id=253"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fthe-vanguard-group-retirement-plan-services-representative-az"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fthe-vanguard-group-retirement-plan-services-representative-az"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fthe-vanguard-group-retirement-plan-services-representative-az"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/the-vanguard-group-retirement-plan-services-representative-az\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fthe-vanguard-group-retirement-plan-services-representative-az"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3303733}},{"tool":"search_jobs","arguments":{"company":"vanguard.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3303733},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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