Senior Manager, Concierge & Education Consulting

Role Overview

• 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 initiatives that materially shift outcomes (i.e. participant satisfaction, plan sponsor retention, cross enterprise results, etc.).
• Create a seamless enterprise experience for participants by reducing handoffs across VWS and Personal Wealth (PW).
• Shape and influence partners (including plan sponsor) to refine concierge and education team SLAs, capacity models, and volume strategy to inform targeted marketing and growth decisions.
• Proactively propose opportunities to enhance team effectiveness/efficiency and then implement a plan of action while influencing senior stakeholders to enable these changes.
• Influence career pathways and talent mobility for concierge crew across Vanguard.
• Maintain highly effective relationships with the plan sponsor and internal partners.
• Own day-to-day OKR execution and provide regular team leader and crew coaching.
• Accountable for team performance, participant and plan sponsor satisfaction and reporting.
• Provide supervision, controls, and WSP oversight to meet risk and regulatory standards.

Requirements

• Experience leading participant-facing 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.
• Extremely strong written and verbal communication skills.
• Demonstrates leadership amidst ambiguity, taking strategic opportunities from idea to successful execution with measurable results.
• Takes ownership with proposing ways to enhance the participant and plan sponsor experience, while also reaching business outcomes.
• Influences key decisions across senior stakeholder groups to drive alignment and results.
• Proactively elevates issues and 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).

Benefits

• 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.