Cash Operations & Process Improvement Lead

Vanguard Group, Inc.

$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in operations, process improvement, or client experience roles
  • Proven skills in analyzing complex processes and root cause identification
  • Strong analytical abilities with experience in developing metrics and reporting
  • Experience leading initiatives and influencing stakeholders across functions
  • Ability to create clear process documentation and governance materials
  • Exceptional communication and facilitation skills
  • Comfortable navigating ambiguity and managing multiple priorities

Responsibilities

  • Lead the Voice of Client governance program and continuous improvement initiatives
  • Establish standards for process governance including documentation and review cycles
  • Maintain an inventory of critical processes and identify improvement opportunities
  • Support issue identification and root-cause analysis for corrective actions
  • Develop an operational health scorecard translating data into insights
  • Analyze operational data and client feedback to discover improvement areas
  • Lead complex process improvements from definition to implementation

Benefits

  • Collaborative work environment fostering innovation and influence
  • Opportunity to build scalable practices that enhance client outcomes
  • Access to senior stakeholders for impactful project visibility
  • Focus on continuous professional development and process mastery
  • Involvement in shaping the direction of a growing business unit
Full Job Description
About the Opportunity

We are seeking an experienced operations and process improvement professional to help strengthen how our growing Cash business serves clients and manages critical processes. In this highly collaborative role, you will turn client feedback, operational data, and issue trends into practical improvements; establish clear process governance and health measures; and work across business, operations, risk, controls, compliance, and technology teams to solve complex problems. This is an opportunity to build scalable practices, influence senior stakeholders, and improve client and business outcomes in an evolving environment.

What You Will Do
  • Lead the Voice of Client governance and continuous improvement program, combining feedback from clients, complaints, service teams, operations, and other channels into prioritized actions and measurable outcomes.
  • Establish practical standards for process governance, including health criteria, documentation, ownership, review cycles, and escalation expectations.
  • Own and maintain an inventory of critical processes, procedures, accountable owners, dependencies, and known opportunities.
  • Support issue identification, evaluation, escalation, root-cause analysis, corrective-action planning, and remediation tracking.
  • Develop and continually improve an operational and process health scorecard, translating data and trends into clear insights for senior leaders.
  • Analyze operational performance, client feedback, complaints, incidents, and process data to identify emerging concerns and improvement opportunities.
  • Lead complex process improvement efforts from problem definition through implementation and measurement of results.
  • Partner with operational and client-facing teams to clarify ownership, improve handoffs, coordinate dependencies, and help resolve complex service needs.
  • Collaborate with risk, controls, compliance, process owners, and technology partners to strengthen processes, support readiness activities, and coordinate remediation.
  • Develop process documentation and employee resources to implement and sustain improvements.
  • Facilitate governance and working sessions, communicate recommendations, and drive accountability for decisions and follow-through.

What We Are Looking For
  • At least five years of progressively responsible experience in operations, process improvement, business analysis, client experience, governance, or a related field.
  • Demonstrated ability to assess complex processes, identify root causes, and translate findings into sustainable improvements.
  • Strong analytical skills and experience developing metrics, scorecards, or executive reporting.
  • Experience leading cross-functional initiatives and influencing stakeholders without direct authority.
  • Ability to create clear process maps, procedures, requirements, and governance materials.
  • Strong written, verbal, facilitation, and executive communication skills.
  • Comfort working through ambiguity, establishing structure, and balancing several priorities in a changing environment.
  • Experience in financial services, regulated operations, risk, controls, complaints, or client service is preferred but not required.
  • Undergraduate degree or an equivalent combination of education and experience required; graduate degree preferred.
  • Lean, Six Sigma, Agile, or another recognized process improvement certification is preferred.


Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

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