Hybrid Education Consulting Leader

Vanguard; Charlotte (NC); Híbrido; USD 110.000 - 165.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Leadership

Team management

Coaching

Stakeholder engagement

Strategic thinking

Communication

Analytics

Educación

Bachelor's degree

Herramientas

CRM software

Data analysis tools

Descripción del empleo

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.