Onsite Retirement Education Specialist

Summary

This role focuses on delivering impactful retirement education while strengthening relationships with participants and plan sponsors. It requires strong presentation and client‑facing skills, the ability to tailor education using deep knowledge of Vanguard solutions and the financial services landscape, and a mindset geared toward continuous improvement. Success involves leveraging insights to enhance service delivery, spotting opportunities for greater engagement, and supporting broader departmental initiatives.

• Present investment and retirement meetings that are designed to influence and motivate retirement plan participants.
• Deliver professional consultations focused on participants' needs and increasing Vanguard assets through interactions with plan sponsors and participants.
• Maximize ongoing relationships by assessing clients' needs through strategic planning and consultation with relationship managers and plan sponsors.
• Appropriately position Vanguard services in participant interactions using education and Vanguard investment methodologies. Exhibit broad knowledge of Vanguard’s Personal Investor solutions when addressing client needs.
• Leverage participant feedback to make recommendations for future meeting content or to identify broader service and educational opportunities.
• Identify opportunities to improve existing client service models to strengthen and maintain client relationships.
• Develop and maintain knowledge of Vanguard funds, products, and services. Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients. Analyze department and industry changes and their impact on client service operations.
• Participate in special projects and perform other duties as assigned.

• Undergraduate degree or equivalent combination of training and experience. Master’s degree or professional designations (i.e., CFP, ASPA or CEBS) preferred.
• Minimum three years financial services/retirement plans work experience.
• Demonstrated professional presence and poise.
• Superior communication skills (oral and written) as well as excellent networking and interpersonal skills.
• Excellent analytical and problem‑solving skills.
• Effective project management skills.
• Thorough knowledge of retirement plan industry and ERISA regulations.
• Series 7 or 6 and Series 63. Series 7 preferred.
• Thorough knowledge of investments. Knowledge of Vanguard funds a must.
• Bilingual (Spanish) a plus.

• 70-80% domestic travel required.
• Vanguard is not offering visa sponsorship for this position.

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 products 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.

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.