Consulting & Education Team Leader

The Vanguard Group•Scottsdale, PA

4d•Hybrid

About The Position

The Education Consulting Services team delivers in-person and virtual education to participants in 401(k) and 403(b) plans. The Consulting & Education Team Leader sets direction for a distributed team of consultants and group presenters, fostering consistently high-quality, consultative participant interactions across channels. The leader coaches the team through observation and actionable feedback, works with engagement coaches to strengthen capability and performance, and partners with internal client teams to shape plan sponsor engagement strategies aligned with client priorities. The role also oversees capacity, resources, budget, business initiatives, and risk. It involves using participant, client, quality, and operational insights to improve education experiences and the service model; leading change; and communicating the value and outcomes of the work to plan sponsors and institutional partners. The position requires significant travel and applicable licensing.

Requirements

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.
A 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 frontline crew, senior internal partners, and plan sponsors.
Ability to build trusted partnerships, influence across organizational boundaries, and connect client priorities to participant and business outcomes.
Strategic and innovative mindset, including the ability 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 and interest in helping participants make informed decisions and take meaningful action.
Undergraduate degree or an equivalent combination of training and experience.
Series 7, 63, 65/66, and 24 licenses are required upon entering the role.
Significant travel is required.

Responsibilities

Lead, inspire, and develop a hybrid team of consultants and group presenters delivering in-person and virtual experiences for retirement plan participants.
Set performance expectations and build an accountable, inclusive culture through observation, coaching, feedback, recognition, and talent development.
Partner with engagement coaches to strengthen consultative skills, presentation effectiveness, product fluency, and consistent execution.
Partner with internal client relationship teams to shape plan sponsor engagement strategies aligned with client objectives and the value of Vanguard’s relationship.
Engage plan sponsors as appropriate to understand priorities, recommend engagement approaches, and communicate outcomes and opportunities.
Use participant, client, quality, and operational insights to identify trends, measure impact, and evolve the service model, content, and delivery strategy.
Develop actionable staffing, capacity, scheduling, travel, resource, and budget plans for a geographically distributed team.
Collaborate across the organization to improve education experiences, tools, and content and create seamless participant journeys.
Lead change, test new approaches, and scale practices that improve participant outcomes, plan sponsor satisfaction, team effectiveness, and business results.
Maintain knowledge of Vanguard funds, products, services, and relevant industry, legal, tax, and regulatory considerations; provide supervision and risk oversight.
Participate in business planning, special projects, and other duties as assigned.