Provides retirement education and consulting services to existing and prospective Vanguard clients through a variety of interfaces. Identifies opportunities to attract new plan participants and to strengthen the client experience for existing participants.

Responsibilities:

• Presents investment and retirement meetings that are designed to influence and motivate retirement plan participants.
• Delivers professional consultations focused on participants' needs and increasing Vanguard assets through interactions with plan sponsors and participants.
• Maximizes ongoing relationships by assessing client's needs through strategic planning and consultation with relationship managers and plan sponsors.
• Appropriately positions Vanguard services in participant interactions using an enhanced guidance approach and Vanguard investment methodologies. Exhibits broad knowledge of Vanguards Retail solutions when addressing client needs.
• Leverages participant feedback to make recommendations for future meeting content or to identify broader service and educational opportunities.
• Identifies opportunities to improve existing client service models to strengthen and maintain client relationships.
• Develops and maintains knowledge of Vanguard funds, products, and services.
• Understands the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
• Analyzes department and industry changes and their impact on client service operations.
• Participates in special projects and performs other duties as assigned.

Qualifications:

• Bachelors degree or equivalent combination of education and relevant experience.
• Minimum of two years of experience in financial services, retirement planning, or client-facing participant education role.
• Strong presentation and consultation skills, with the ability to deliver engaging virtual retirement education and provide needsbased guidance.
• Working knowledge of retail investment products and retirement plan services, with the ability to quickly learn new products, services, and regulations.
• Demonstrated ability to build credibility through institutional knowledge, effective communication, and collaboration with internal partners and plan sponsors.
• This job requires regulatory licenses and/or registration (e.g. FINRA). Licenses needed: Series 7 or 6 (7 preferred) and Series 63.
• Ability to travel up to 20%, as business needs require.
• Bilingual in Spanish preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.