Vanguard
Financial Services
SeniorManager,Concierge&EducationConsultingLeader
“Senior Manager, Concierge & Education Consulting Leader at Vanguard. Skills: Client engagement, Strategic initiatives, Team leadership. Provide strategic direction. Serve as key partner”
What You'll Achieve.
Shift outcomes; Enhance team effectiveness; Reach business outcomes; Drive alignment; Drive results
Industry & Context.
Root cause analysis
No visa sponsorship
What They're Looking For.
Must Have
Experience leading participant-facing teams, Engaging with plan sponsors, Engaging with client relationship teams, Retirement recordkeeping industry experience, Track record of driving results, Coaching crew to reach potential, Demonstrates leadership amidst ambiguity, Takes ownership proposing enhancements, Influences key decisions, Proactively elevates issues, Proposes path forward for resolution
Nice to Have
CFP desired
What You'll Do.
Provide strategic direction
Drive outcomes for client segments
Lead strategic initiatives
Create seamless enterprise experience
Shape and influence partners
Refine concierge and education team SLAs
Refine capacity models
Refine volume strategy
Propose opportunities to enhance team effectiveness
Implement plan of action
Influence senior stakeholders
Influence career pathways
Influence talent mobility
Maintain highly effective relationships
Own day-to-day OKR execution
Provide regular team leader coaching
Provide crew coaching
Accountable for team performance
Accountable for participant satisfaction
Accountable for plan sponsor satisfaction
Provide WSP oversight
How You'll Work.
Team & Collaboration
Client relationship teams; Cross-departmental partners; Senior stakeholder groups; Business partners
Communication Scope
Written communication; Verbal communication
Process & Methodology
Strategic prioritization
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