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Job · Malvern, PA

Sr. Operations Specialist

Vanguard Charitable Endowment Program · Philanthropy, Voluntarism & Grantmaking Foundations · $6.67B budget · 121 staff · Since 1997

Why Vanguard Charitable Endowment Program

FY2024 · Form 990Its mission and biggest programs, as filed

Administers donor-advised funds to help individuals maximize their philanthropic impact and support diverse charitable causes over time.

  • Vanguard Charitable is a leading u.s. Nonprofit organization that fulfills its mission to increase philanthropy and maximize its impact over time by administering a donor-advised fund, a tax-effective way to consolidate, accrue, and grant assets to charity. The unique structure…$3.53B spent in FY2024

Before you apply

FY2023 · Form 990Independent: from IRS data, not the org
Pays its leaders
$159K–$528K
11 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$3.09B
spent in FY2023
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
121
employees
Fine: from the org's Form 990.
Pt I · Ln 5–6
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Surplus or deficit
+52%
of revenue, FY2023
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
86 mo
of spending, in cash and securities
Looks good: 85.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file
IRS status
501(c)(3)
tax-exempt since 1997
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Job summary

The Senior Operations Specialist is a member of the Operations Team who provides day-to-day coordination and specialized expertise for transactional workflows. This role helps ensure work is assigned effectively, service commitments are met, and transactions are completed accurately, timely, and in accordance with organizational controls. The position serves as a technical subject matter expert and escalation point for complex or sensitive situations, provides coaching and work guidance, and advances continuous improvement through process design, technology, automation, and artificial intelligence.

ESSENTIAL JOB FUNCTIONS Coordinate operational workflows and service delivery activities, ensuring work is prioritized appropriately and completed in accordance with established service, quality, and control standards. (30%) Assign and balance work across team, monitor team productivity and workflow performance, identify capacity constraints, and recommend adjustments or elevate material resource needs to Operations leadership. (30%) Serve as the technical subject matter expert and primary escalation resource for complex, sensitive, or time-critical operational matters, applying sound judgment and partnering with appropriate stakeholders to achieve timely resolution. (15%) Execute and strengthen operational controls for transactional workflows; identify trends and recommend solutions that enhance accuracy, consistency, and risk management. (15%) Provide day-to-day coaching, technical guidance, and support to and other team members, reinforcing procedures, quality standards, effective judgment, and accountability. (10%) Lead or support continuous improvement efforts by analyzing workflow trends, maintaining procedures and documentation, and applying technology, automation, and artificial intelligence to improve efficiency, scalability, and service delivery. (10%) QUALIFICATIONS Education & Training Bachelor's degree required.

Licensure & Certification None required. Knowledge, Skill, and Ability Knowledge of transactional operations, payment processing, workflow controls, and service delivery practices. Skilled in coordinating high-volume workflows, assigning work, monitoring productivity, and adjusting priorities in response to changing business needs. Skilled in researching, analyzing, and resolving complex, sensitive, or time-critical operational issues. Able to exercise independent judgment while balancing accuracy, timeliness, risk, client impact, and organizational policy. Able to provide effective coaching, technical guidance, and performance-related workflow feedback to team members.

Able to collaborate effectively with Operations leadership, Finance, client-facing teams, technology partners, vendors, and other stakeholders. Skilled in process improvement, documentation, root-cause analysis, and the responsible application of automation and artificial intelligence to operational work. Able to work independently, communicate clearly…

Read the full posting

About Vanguard Charitable Endowment Program

From its Form 990

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