Consulting & Education Team Leader

Vanguard; Charlotte (NC); Hybrid; USD 110,000 - 165,000; Full time

Job summary

Vanguard Education Consulting Services is seeking a Team Leader to direct a distributed team delivering in-person and virtual education to retirement plan participants across 401(k) and 403(b) plans. You will shape strategy, coach teams, and translate insights into stronger engagement with sponsors and participants.

You will collaborate with internal client teams, manage capacity and budgets, and travel as needed while maintaining compliance with industry regulations and licensing requirements.

Qualifications

• Seven or more years of related experience in financial services, retirement, education, advice, client service, or a comparable participant-facing environment.
• Experience leading hybrid and geographically distributed teams and strengthening performance across in-person and virtual delivery channels.
• Demonstrated ability to build trusted partnerships, influence across organizational boundaries, and connect client priorities to participant and business outcomes.
• This position requires Series 7, 63, 65/66 & 24 upon entering the role.

Responsibilities

• Lead, inspire, and develop a hybrid team of consultants and group presenters who deliver in-person and virtual experiences for retirement plan participants.
• Set clear performance expectations and build a high-accountability, inclusive culture through regular observation, coaching, feedback, recognition, and talent development.
• Partner with engagement coaches to strengthen consultative skills, presentation effectiveness, product fluency, and consistent execution across individual and group interactions.
• Serve as a strategic partner to internal client relationship teams, helping shape plan sponsor engagement strategies that align participant education to client objectives and reinforce the value of Vanguard’s relationship.
• Engage plan sponsors to understand priorities, recommend high-impact engagement approaches, and communicate outcomes and opportunities that strengthen institutional relationships.
• Use participant, client, quality, and operational insights to identify trends, measure impact, and evolve the service model, content, and delivery strategy.
• Translate business priorities into actionable plans for staffing, capacity, scheduling, travel, resources, and budget across a geographically distributed team.
• Collaborate across the organization to develop and improve education experiences, tools, and content that create seamless participant journeys and inspire meaningful action.

Skills

Leadership

Team management

Coaching

Stakeholder engagement

Strategic thinking

Communication

Analytics

Education

Bachelor's degree

Tools

CRM software

Data analysis tools

Job description

Join Education Consulting Services at a pivotal moment as we evolve how Vanguard engages retirement plan participants and strengthens institutional relationships. This leader will inspire and develop a hybrid team of consultants who conduct in-person and virtual one-on-one meetings, along with presenters who deliver engaging group education experiences. The role combines people leadership, participant impact, and strategic partnership—turning participant and plan sponsor needs into experiences that build confidence, prompt meaningful action, and deepen relationships with Vanguard. 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.

About The Role

The Education Consulting Services team, a key offering for Workplace Solutions, delivers in-person and virtual education to participants across 401(k) and 403(b) plans. As a Team Leader, you will set the direction for a distributed team of consultants and group presenters, creating the conditions for consistently high-quality, consultative participant interactions across channels. You will coach crew through observation and actionable feedback, translate insights into stronger engagement strategies, and partner with engagement coaches to accelerate capability and performance.

You will also collaborate with internal client teams to shape strategic plan sponsor engagement, align education solutions to client priorities, and demonstrate the value of our work to institutional relationships. The right candidate will be energized by the opportunity to evolve the role, modernize the service model, and convert participant, client, and performance insights into measurable impact. This role includes oversight of capacity, resources, budget, business initiatives, and risk, and requires significant travel and applicable licensing.

In this role, you will:

• Lead, inspire, and develop a hybrid team of consultants and group presenters who deliver in-person and virtual experiences for retirement plan participants.
• Set clear performance expectations and build a high-accountability, inclusive culture through regular observation, coaching, feedback, recognition, and talent development.
• Partner with engagement coaches to strengthen consultative skills, presentation effectiveness, product fluency, and consistent execution across individual and group interactions.
• Serve as a strategic partner to internal client relationship teams, helping shape plan sponsor engagement strategies that align participant education to client objectives and reinforce the value of Vanguard’s relationship.
• Engage plan sponsors, when appropriate, to understand priorities, recommend high-impact engagement approaches, and communicate outcomes and opportunities that strengthen institutional relationships.
• Use participant, client, quality, and operational insights to identify trends, measure impact, and evolve the service model, content, and delivery strategy.
• Translate business priorities into actionable plans for staffing, capacity, scheduling, travel, resources, and budget across a geographically distributed team.
• Collaborate across the organization to develop and improve education experiences, tools, and content that create seamless participant journeys and inspire meaningful action.
• Lead change with clarity and purpose, testing new approaches and scaling practices that improve participant outcomes, plan sponsor satisfaction, team effectiveness, and business results.
• Maintain strong knowledge of Vanguard funds, products, services, and relevant industry, legal, tax, and regulatory considerations; provide effective supervision and risk oversight.
• Participate in business planning, special projects, and other duties as assigned.

The ideal candidate will have:

• Seven or more years of related experience in financial services, retirement, education, advice, client service, or a comparable participant-facing environment.
• Experience leading teams and engaging with plan sponsorsand client relationship teamswithin the retirement recordkeeping industry.
• A strong track record of developing talent, building strong teams, and delivering measurable results.
• Experience leading hybrid and geographically distributed teams and strengthening performance across in-person and virtual delivery channels.
• Strong executive presence, communication, facilitation, and presentation skills, with the ability to engage audiences ranging from frontline crew to senior internal partners and plan sponsors.
• Demonstrated ability to build trusted partnerships, influence across organizational boundaries, and connect client priorities to participant and business outcomes.
• Strategic and innovative mindset, with the courage to challenge current practices, navigate ambiguity, and move ideas from concept to sustainable execution.
• Strong analytical judgment and comfort using data, feedback, and operational insights to prioritize opportunities and measure success.
• Sound investment and retirement plan acumen, with an interest in helping participants make informed decisions and take meaningful action.
• Undergraduate degree or an equivalent combination of training and experience required.
• This position requires Series 7, 63, 65/66 & 24 upon entering the role.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To 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.

How We Work

Vanguard 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.