Client Communications Consultant, Specialist

VanguardMalvern, PA
8dHybrid

About The Position

Consult with our Workplace Solution's plan sponsors to create and implement effective communications strategies for plan participants to drive their financial success. You will leverage key insights and engagement best strategies to develop impactful strategies that drive targeted initiatives, deepen participant relationships and deliver positive outcomes. Responsibilities: Represent Vanguard’s participant experience to a book of business, ensuring they fully understand and appreciate our services and offerings. Develop participant engagement strategies tailored to provide solutions that meet client and participant needs, leveraging our best-in-class approach. Consult with plan sponsor clients using key plan metrics, participant insights, and our proven participant communications approaches to drive positive participant outcomes. Leverage plan sponsor/ participant engagement data and insights to create and deliver participant engagement strategies. Identify trends for future application. Understand Vanguard products and services, both within the retirement plan and beyond, in order to offer our holistic solutions for plan participants. Leverage Vanguard’s proven communication best practices to engage participants. Participate in special projects and perform other duties as assigned. Qualifications: Minimum five years related work experience, with strong client facing experience and executive presence (B2B preferred). Develop participant engagement strategies tailored to provide solutions that meet client and participant needs, leveraging our best-in-class approach. Experience/familiarity with the 401(k) recordkeeping business preferred. Undergraduate degree or equivalent combination of training and experience. 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. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Requirements

  • Minimum five years related work experience, with strong client facing experience and executive presence (B2B preferred).
  • Develop participant engagement strategies tailored to provide solutions that meet client and participant needs, leveraging our best-in-class approach.
  • Experience/familiarity with the 401(k) recordkeeping business preferred.
  • Undergraduate degree or equivalent combination of training and experience.

Responsibilities

  • Represent Vanguard’s participant experience to a book of business, ensuring they fully understand and appreciate our services and offerings.
  • Develop participant engagement strategies tailored to provide solutions that meet client and participant needs, leveraging our best-in-class approach.
  • Consult with plan sponsor clients using key plan metrics, participant insights, and our proven participant communications approaches to drive positive participant outcomes.
  • Leverage plan sponsor/ participant engagement data and insights to create and deliver participant engagement strategies.
  • Identify trends for future application.
  • Understand Vanguard products and services, both within the retirement plan and beyond, in order to offer our holistic solutions for plan participants.
  • Leverage Vanguard’s proven communication best practices to engage participants.
  • Participate in special projects and perform other duties as assigned.
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