Senior Manager, Head Of Participant Consulting Engagement
Bentley Vanguard
Not specified; not specified; not specified
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10+ years leading consulting or advisory organizations
Strong stakeholder management across sales and operations
Experience in retirement recordkeeping space preferred
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The Senior Manager, Head Of Participant Consulting Engagement at Bentley Vanguard is an executive-level position focused on leading a financial consulting and education organization to enhance participant outcomes and drive growth in retirement plans. The role requires extensive experience in consulting and client engagement, particularly within the retirement sector, along with strong leadership and strategic skills.
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Job Summary
This executive role leads a high-performing financial consulting and education organization responsible for delivering point-in-time advice and improving participant outcomes.
The leader sets the engagement strategy, operating model, and performance management framework while ensuring regulatory compliance and cross-functional partnership.
Vanguard combines scale, investment expertise, and personalized service to deliver strong retirement outcomes for millions of workers nationwide.
Matching Summary
Match Score: 75
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The Senior Manager, Head Of Participant Consulting Engagement at Bentley Vanguard is an executive-level position focused on leading a financial consulting and education organization to enhance participant outcomes and drive growth in retirement plans. The role requires extensive experience in consulting and client engagement, particularly within the retirement sector, along with strong leadership and strategic skills.
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Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
10+ years leading consulting or advisory organizations
Strong stakeholder management across Sales and Operations
Experience in retirement recordkeeping space preferred
Ability to build operating rhythms and KPIs
Comfort managing ambiguity in regulated environment
Nice-to-have
Executive-level communication skills
Strategic vision for financial wellness
Proven track record in talent development
Experience with complex client escalations
Ability to translate insights into service enhancements
Key Requirements
Bachelor's degree required
Series 7, 63, 24, and 65/66 licenses required
10+ years relevant experience
FINRA/state registrations as determined by Compliance