Director of Concierge & Education Strategy

Vanguard; Malvern (Chester County); On-site; USD 90,000 - 120,000; Full time

Job summary

Vanguard is seeking an experienced leader to enhance participant engagement and drive business impact in Malvern, Chester County. The role involves strategic direction for a new team, client relationship management, and maintaining effective stakeholder communication.

The ideal candidate should have experience in the retirement record-keeping industry, possess strong communication skills, and be ready to lead initiatives that improve satisfaction and performance. Specific licenses are required or must be obtained.

Qualifications

• Experience leading participant-facing teams and engaging with plan sponsors.
• Demonstrated track record of driving results and successful coaching.
• Strong written and verbal communication skills required.

Responsibilities

• Provide strategic direction for a new team structure.
• Lead initiatives that improve participant satisfaction and retention.
• Maintain effective relationships with plan sponsors and internal partners.

Skills

Leadership

Communication skills

Results-driven

Coaching

Education

Series 7, 63, 65/66 & 24 licenses

CFP (desired)

Job description

Vanguard is seeking an experienced leader to enhance participant engagement and drive business impact in Malvern, Chester County. The role involves strategic direction for a new team, client relationship management, and maintaining effective stakeholder communication.

The ideal candidate should have experience in the retirement record-keeping industry, possess strong communication skills, and be ready to lead initiatives that improve satisfaction and performance. Specific licenses are required or must be obtained.