{"id":3376984,"url":"https://alion.io/job/the-vanguard-group-retirement-plan-services-representative-pa","title":"Retirement Plan Services Representative (PA)","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":76,"open_postings":75,"ghost_share":0.12,"stale_share":0.56,"repost_share":0.2,"time_to_fill_p50_days":28,"computed_at":"2026-11-05T05:54:30Z"}},"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":["Malvern, 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":"2026-10-27T00:00:00Z","employer_posted_date":"2026-10-27","last_verified_at":"2026-11-05T00:56:31Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"description":"Advance your career and our mission .\nAt Vanguard, we’re taking a stand for investors, and that starts with you.\nAs a Retirement Plan Services Representative, you’ll serve as the voice of Vanguard and an advocate for our clients, helping build hundreds of financial futures. You’ll provide high-quality service to 401(k) plan participants across Institutional Participant Services, supporting a wide range of needs. One client may need help completing a form, while another may be learning about mutual funds for the first time.\nThis role offers the opportunity to build your financial knowledge and communication skills while developing a successful career at Vanguard. You don’t have to be a financial expert to be an advocate for our clients. We 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.\nResponsibilities\nAs a Retirement Plan Services Representative, you will:\nSupport 401(k) plan participants with dynamic and complex service needs.\nAssist clients with account and plan information.\nHelp address regulatory and tax-related questions.\nComplete financial and clerical transactions.\nProvide high-quality service through inbound phone calls and written communication.\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.\nAt Vanguard, we believe in supporting our “crew” personally through all life stages. Vanguard provides a competitive benefits package to all employees, including:\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 wellbeing 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, including up to 4% matched contributions and a 10% employer contribution without condition.\nBest-in-class medical, dental, and vision coverage, along with on-site health perks: \nCrewCare: Vanguard’s onsite health clinic for you and your loved ones.\nShipShape: Onsite fitness center.\nLYRA: A program providing care for your emotional and mental health, how, when, and where you need it, at no cost to you.\nEducation benefits, including tuition reimbursement, designed to support you in furthering your education.\nStrong parental leave benefits, including adoption and surrogacy benefits, because we know every family looks different.\nFor a deeper look at our benefits, visit the Why Vanguard page.\nRequired Qualifications\nPassion for serving others and willingness to learn about the financial services industry.\nAbility to complete the SIE (Securities Industry Essentials) exam and obtain FINRA Series 6 and 63 licenses within department guidelines. \nVanguard provides fully paid training, coaching, and ongoing support as you learn the role, company, and industry.\nPreferred Qualifications\nStrong interpersonal and client relationship management skills.\nCustomer-facing and/or inbound phone experience.\nA learner’s mentality and interest in building financial acumen.\nUndergraduate degree or equivalent experience, preferred.\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: February 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":4523,"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":"2026-10-28T03:07:30Z"}],"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":61,"band":"ok","label":"Likely open","p_open":1,"p_active":0.606,"p_room":1,"age_days":9,"expected_fill_days":28,"reasons":["conf:4","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-11-05T05:54:30Z"},"pay":{"stated_usd_annual":73100,"is_top_pay":false},"html_url":"https://alion.io/job/the-vanguard-group-retirement-plan-services-representative-pa","json_url":"https://alion.io/job/the-vanguard-group-retirement-plan-services-representative-pa.json","meta":{"generated_at":"2026-11-05T10:20:04Z","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":13113,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"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-pa"},{"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-pa"},{"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-pa"},{"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-pa\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fthe-vanguard-group-retirement-plan-services-representative-pa"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3376984}},{"tool":"search_jobs","arguments":{"company":"vanguard.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3376984},"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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