Vanguard

Team Lead, Client Success

Vanguard

full-time

Posted on:

Location Type: Hybrid

Location: Malvern • Arizona • North Carolina • United States

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Job Level

Senior

About the role

  • Leads and develops a frontline client success team. Hires, evaluates, and coaches Client Case Representatives (IC4).
  • Owns the team’s daily operating rhythm. Manages workflow, coverage, quality, and service‑level commitments.
  • Engages directly with clients. Handles complex or escalated client scenarios and models high‑quality client interactions.
  • Serves as the frontline voice of Client Success. Surfaces insights, trends, and improvement opportunities to the M3 Manager.
  • Builds strong internal partnerships. Works closely with internal teams to resolve client issues, coordinate handoffs, and ensure compliance with Vanguard policies and regulatory expectations.
  • Supports pilots and change adoption.

Requirements

  • Minimum of 3+ years related financial services experience; client services experience preferred
  • Prior supervisory experience preferred, or demonstrated readiness to lead others
  • Undergraduate degree or equivalent combination of training and experience required
  • This job requires Series 7 and Series 63 regulatory licenses (e.g. FINRA, state, SFC). Compliance determined licenses and registrations based on role specific requirements and responsibilities.
Benefits
  • Health insurance
  • Flexible working arrangements
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
leadershipcoachingclient engagementproblem-solvingcommunicationteam managementworkflow managementquality assurancerelationship buildinginsight generation
Certifications
Series 7Series 63