Vanguard Careers

Respond to client inquiries via inbound calls, provide account-related support, and maintain strong performance metrics while completing required licensing and training. | 3+ years customer-facing experience, ability to obtain SIE and FINRA Series 7 & 63 licenses, reside within 50 miles of Malvern, PA, and willingness to work a hybrid schedule. | About this Job: Work Model: This role will be remote once you complete our required hybrid licensing and training program. Licensing: The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date. Vanguard will provide training resources and a voucher to cover the exam cost. Location: This role is only open to individuals living within a 50-mile radius of our Malvern, PA (19355) location. At Vanguard, we have a client-first mentality that we realize every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” In this role, you will connect with clients via inbound phone calls to assist with their account-related inquiries, function as a subject-matter guide, and cultivate an excellent client experience. If you are passionate about helping others and are seeking an opportunity to use your customer service experience to positively impact our investors, join our team of “crew” as a Client Service Excellence Representative. At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $56,000 - $63,000 ($48,750 -$55,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: • Respond to a wide range of inquiries from our Personal Investor clients – from financial inquiries like onboarding new clients to supporting them through their retirement. • Maintain strong performance metrics. • Increase functional expertise through direct upskilling and training programs. • Lead with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions. What it takes: You do not have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds -- the most important things you need are strong client service experience and a desire to continuously grow your expertise. We have seen most success from individuals with: • 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM). • A desire for stability and longevity in a role. This position is not intended as a stepping-stone for advancement into other roles and incentives individuals looking for a career in client service. • A learner’s attitude and an appetite to continuously build your financial knowledge. • High school, associate degree, or bachelor’s degree. • This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. How we will help: Choosing the next step in your career path can be a difficult decision – we are here to support you to ensure you thrive at Vanguard. Our training and development program is designed with “crew” in mind. We will provide you with: • Fully paid training and incentivized hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and FINRA Series 7 & 63. After joining corporate orientation, you will go straight into our licensing and training program, which normally takes around 7 months based on current licenses held. • Access to learning and development resources to equip and empower you with the skills to become a functional subject matter expert in your field. • Coaching by leaders to help you excel in this role. • Knowledge building on services and processes to equip you with the expertise necessary to have meaningful conversations with our clients. • Quarterly in-office collaboration activities to build a culture of teamwork, engagement, and inclusion. Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard 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 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.

Cultivate and grow strategic partnerships with retirement plan sponsors, execute sales processes, manage territory and pipeline, and deliver tailored investment solutions. | Minimum 5 years financial services sales experience, strong knowledge of retirement recordkeeping, strategic account planning skills, investment competence, ability to travel 60%, and FINRA certifications or ability to obtain. | About Vanguard Workplace Solutions (VWS) Vanguard Workplace Solutions (VWS) helps millions of workers achieve investment success in employer-sponsored retirement plans. VWS is the number one (#1) retirement asset manager in the United States, with 23% of defined contribution assets. We provide investment products, recordkeeping services, and advice to help participants achieve their retirement outcomes. With over $2T assets under management, 1300 employers across the United States, and 20 million investors (6M recordkeeping and 14 million investment-only investors), we are large enough to provide best-in-class retirement expertise, yet we are flexible enough to provide hands-on specialized service to our plan sponsors, consultants, and retirement plan participants. Summary The Client Account Director for the South and Mid-Atlantic Region is one of the four senior most sales executives in Vanguard Workplace Solutions Plan Sponsor Sales Group. Successful individuals in this role are responsible for cultivating and growing strategic partnerships with retirement plan sponsors to drive sales of the company’s products and services. The role requires a deep understanding of the unique benefits and features of both (a) Vanguard investment products, and (b) Vanguard retirement plans. The Client Account Director should be able to execute against an intentional sales process to include territory management, pipeline management, and client discovery; be able to work across stakeholder groups – including alongside consultants – to bring the best solutions to clients; and be able to bring to bear relationships across the South and Mid-Atlantic region of the United States. The Sales Executive should be able to deliver tailored solutions that align with both client and corporate objectives. The CAD will cultivate relationships with prospective recordkeeping clients and investment clients across Maryland, Virginia, the District of Columbia, Kentucky, Tennessee, West Virginia, Louisiana, Arkansas, Mississippi, Alabama, Florida, Georgia, North Carolina, South Carolina, and potentially parts of Texas. Note: this role is open to remote office within the coverage territory. What We’re Looking For • Put clients first and deliver results with integrity - Build trust by leading with integrity, delivering real value, and upholding Vanguard’s Code of Ethics in every interaction. Operate with discipline and ensure all activities meet regulatory and compliance standards. • Drive growth with purpose - Develop and execute strategic territory plans that uncover new opportunities, expand relationships, and deliver measurable outcomes. • Engage at the highest level - Influence senior and executive partners with credibility and insight to advance shared goals. • Communicate with conviction - Present Vanguard’s capabilities clearly and persuasively across in-person, written, and digital channels. Follow our sales process and document opportunities within your pipeline using internal tools. • Prospect with intent - Execute focused outreach strategies to build awareness, open doors, and deepen engagement. • Handle complexity with clarity - Serve as a strategic partner to your most sophisticated clients (CIOs, heads of wealth, head of due diligence, etc.), aligning long-term plans with evolving business needs. What it Takes • Think commercially, act ethically - Use deep market, client, and competitive insights to position solutions optimally - to ultimately give investors the best chance for investment success. • Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process. • Supports the largest sales relationships and independently plans and executes for material segments. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics. Provides mentorship to less experienced sales executives and analysts. • Develops a strategic sales plan for a specific territory and/or target client segment to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success. • Effectively presents Vanguard's investments capabilities and services to prospects, clients, consultants and industry organizations through written, verbal, and electronic media. • Develops positive relationships with senior and executive management of prospect and client organizations. Drives results by raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. Prospect activities may include cold calling, face-to-face meetings, targeted mailings, hosting seminars, and attendance at industry conferences. • Implements long term relationship growth strategies for key territory prospects. Covers the largest and most complex prospects and/or accounts. • Uses expertise of market and competitive environments to help position Vanguard's services appropriately. • Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations. • Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners. • Participates in special projects and performs other duties as assigned. • Qualifications • Minimum five years of experience in financial services sales, with a focus on institutional channels. • Strong knowledge of the recordkeeping retirement landscape. • Proven ability to develop and implement strategic account plans and deliver results. • Strong investment competence. • Ability and willingness to travel a minimum of 60% required. • FINRA Series 6 or 7 and 63 or ability to obtain. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard 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 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.

Lead and execute strategic consumer public relations communications, manage media relations, mentor a communications team, and align messaging with business goals. | At least 8 years of relevant experience including 3 years in the industry, strong storytelling and leadership skills, and a degree or equivalent experience. | We’re seeking a visionary Consumer Public Relations Senior Manager to architect and activate bold, creative communications across Vanguard’s retail and advice business. This is more than a leadership role—it’s a chance to be the strategic force behind how Vanguard shows up in the world. As the steward of our external voice, you’ll: • Command the conversation across media channels, transforming complex business strategies into compelling stories and campaigns that inspire trust and action. • Lead with agility, orchestrating rapid-response strategies and proactive messaging that reflect Vanguard’s values and vision. • Mentor and mobilize a high-performing team of communications consultants, setting the bar for excellence and innovation. • Partner with senior leaders to craft forward-looking narratives that align with business goals and elevate our brand. • Navigate the unexpected, overseeing governance and crisis communications with clarity and confidence. • Influence the influencers, cultivating relationships with key media, influencers, and thought leaders while staying ahead of industry trends. This role is ideal for a strategic storyteller with a sharp editorial eye, a pulse on the public, and a passion for creative consumer storytelling. If you thrive in fast-paced environments and believe in the power of creativity to move markets and minds—this is your stage. Qualifications • Minimum of eight years related work experience, with at least three years of industry experience. • Undergraduate degree or equivalent combination of training and experience. Public Relations degree preferred. Graduate degree preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard 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 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.