The Onsite Retirement Plan Counselor serves as a single point of contact for their aligned client to create and deliver an education curriculum focused on Financial Wellness and supported by Vanguard's thought leadership. The ideal candidate will have a strong consulting background with both internal and external partners and will build a partnership with their aligned benefits contacts, serving as an extension of the client benefit team for plan participants. The candidate will be skilled at educating plan participants on retirement topics and encouraging them to take positive actions to help better their potential retirement outcomes through the delivery of plan specific group meetings and one-on-one consultations. They will use data from these interactions to consult with the client and internal partners on future education strategies or service offers. The ideal candidate will have strong communication, organizational, and presentation skills, a knowledge of financial wellness topics including Social Security, Medicare, budgeting, debt management, estate planning and retirement plan provisions.
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Additional Job Description
- If hired, this role requires you to work on-site at Columbia University in New York city.
- The crew member will work at two separate locations in the city when in the office.
- The crew member will return to main campus at least quarterly, or as needed, for internal meetings and initiatives.
Responsibilities
- Presents on retirement topics, retirement plan information, and investment strategies for clients. Leads ongoing support activities to resolve complex client requests.
- Develops presentations to educate client base. Research presentation content to align with Vanguard's client strategy. Partners with appropriate business areas to build accurate content. Contributes to development of strategy for improvement within client service model.
- Builds relationships with internal partners and acts as a liaison to facilitate the resolution of client issues. Analyzes the impact of recommended service changes on client relationship.
- Participates in and may lead initiatives to identify opportunities to exceed service quality goals. Evaluates client feedback and industry trends in support of strategic plan development.
- Develops and maintains proficient 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:
- Proven ability to manage multiple projects simultaneously, prioritize tasks effectively, and maintain high levels of accuracy and attention to detail.
- Exceptional skills in building and maintaining relationships with key stakeholders, including clients, participants, and internal teams.
- Minimum of five years related work experience in the Financial Services industry. Two years' experience in client services preferred.
- Strong problem-solving skills with the ability to analyze data, identify trends, and develop actionable recommendations.
- Undergraduate degree or equivalent combination of training and experience required.
- This job requires a FINRA Series 6 or 7 and a Series 63 regulatory license. CFP is 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.
Our commitment to diversity, equity, and inclusion
Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse-one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care-for our clients, our communities, and each other.
Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report .
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.