Virtual Retirement Education Specialist

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 Vanguardu2019s 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: + Bacheloru2019s 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 needsu2011based 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 missionu2014we'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.

Created: 2026-03-27