Team Lead, Client Success

Vanguard

Hybrid
Client success team leadership
Daily operating rhythm management
Complex client scenario resolution
Leads and develops a frontline client success team, including hiring, evaluating, and coaching Client Case Representatives

Job Summary

  • Leads and develops a frontline client success team, including hiring, evaluating, and coaching Client Case Representatives.
  • Owns the team’s daily operating rhythm, managing workflow, coverage, quality, and service-level commitments.
  • Serves as the frontline voice of Client Success, surfacing insights and trends to management to inform strategy and evolution.

Matching Summary

Leads and develops a frontline client success team, including hiring, evaluating, and coaching Client Case Representatives.

Skills & Requirements

Must-have

  • Client success team leadership
  • Daily operating rhythm management
  • Complex client scenario resolution
  • Internal partnership building
  • Change adoption support

Nice-to-have

  • Coaching from the floor
  • Improving how work gets done
  • Mission-driven culture
  • Collaborative environment

Key Requirements

  • 3+ years financial services experience
  • Prior supervisory experience preferred
  • Undergraduate degree or equivalent
  • Series 7 and Series 63 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter