Hybrid Education & Consulting Team Lead

Vanguard; Dallas (TX); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Vanguard Education Consulting Services is seeking a Team Leader to guide a hybrid team delivering in-person and virtual retirement education to participants and program sponsors. You will coach consultants, shape engagement strategies, and partner with client relationship teams to align education with client priorities.

You will oversee capacity, travel, budget, and risk across a distributed team, while staying current on fund knowledge, regulatory considerations, and industry trends to drive

Qualifications

• 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 sponsors and client relationship teams within the retirement recordkeeping industry.
• 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.
• 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, 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.

Skills

Team leadership

Presentation skills

Analytical mindset

Strategic thinking

Stakeholder engagement

Education

Undergraduate degree or equivalent

Job description

Vanguard Education Consulting Services is seeking a Team Leader to guide a hybrid team delivering in-person and virtual retirement education to participants and program sponsors. You will coach consultants, shape engagement strategies, and partner with client relationship teams to align education with client priorities.

You will oversee capacity, travel, budget, and risk across a distributed team, while staying current on fund knowledge, regulatory considerations, and industry trends to drive