Come join the Participant Consulting & Education team asthe new Concierge & Education Consulting Leader! This new role willleadtwoofferingscritical for our institutional clientssuccess. Our enterprise client conciergeteamsand Education Consulting Services(ECS).
The concierge teamsare unique as theyare integrated teams dedicated to enterprise-level clients. Designed to deliver multiple offers through various channels-advice and education via scheduled 1:1 consultations,group webinars,emailsupport,facilitateconnections to ongoingadvicemanagement andenableproactive outreach duringparticipantmoments that matter.
The Education Consulting Services team is a key offering for Workplace Solutions providing in-person and virtual 1:1s, group presentations and webinars for all Workplace client segments across the country.
As part of the new Participant Financial Success(PFS)organization within the Workplace Solutions(VWS)division, itsan exciting time to be on the Participant Consulting & Education(PC&E)team as weregrowing quicklyand investing in ourinfrastructureas westriveto help even moreparticipants. This teams work directly ties to top-line OKRs around driving participant actions and building lifelong Vanguard relationships.
Exciting opportunities to drive people and business impact within this role include the opportunity to:
- Provide strategic direction for a newly formed team structure with the ability to have direct client/plan sponsor engagement and impact
- Serve as a key partner to client relationship teams serving and driving outcomes for our broad client segments, including our largest enterprise relationships
- Lead strategic initiativesthat materially shift outcomes (i.e.participant satisfaction,plansponsor retention, crossenterpriseresults, etc.).
- Create aseamless enterprise experienceforparticipantsby reducing handoffs across VWS and Personal Wealth (PW). Shape andinfluence partners (including plan sponsor) torefineconcierge and education teamSLAs, capacity models, and volume strategyto inform targeted marketing and growth decisions.
- Proactively propose opportunities to enhance team effectiveness/efficiency and thenimplement a plan of action while influencing senior stakeholders to enable these changes.
- Influencecareer pathways and talent mobilityfor concierge crew across Vanguard.
- Maintainhighlyeffective relationships withthe plansponsorand internal partners.
- Ownday-to-day OKR execution and provide regular team leader and crew coaching.
- Accountable forteam performance,participantand plan sponsor satisfactionand reporting.
- Provide supervision, controls, and WSP oversighttomeet risk and regulatory standards.
What the role offers:
- Working with an awesome extended leadership team in PC&E and PFS.
- Opportunity to create a new organizational construct and contribute meaningfully to enterprise initiatives.
- Ability to work with cross-departmental partners.
- Be at the intersection of leadership, advice, education, sales and operations.
What the ideal candidate looks like:
- Experience leading teams and engaging with plan sponsors and client relationship teams within the retirement recordkeeping industry.
- Track record of driving results and coaching crew to reach their highest potential.
- Operates with astrategic, enterprise mindset;can-do attitudeandmanages up and across toadvance priorities.
- Extremely strong written and verbal communication skills.
- Demonstratesleadershipamidstambiguity, takingstrategicopportunitiesfrom idea tosuccessfulexecution with measurable results.
- Takesownershipwithproposing waysto enhance the participant and plan sponsor experience, while alsoreaching business outcomes.
- Influences key decisions across senior stakeholder groupsto drive alignment and results.
- Proactively elevates issuesand proposes a path forward for resolution.
- Has their Series 7, 63, 65/66 & 24 licenses or willingness to get these licenses upon entering the role.
- CFP (desired, not required).
- Consistently modelsessentialleader behaviorsfor crew and partners:
- Exhibitsprofessional maturity even when faced with headwinds.
- Showsa growth mindsetby proactivelyseeking out and acting onfeedback.
- Leverages candorto propose solutions.
- Balancesstakeholders and demonstrates strategic prioritization.
- Hold crew, peers,and business partners accountableif commitmentsarentmet.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
