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⏰ Full Time

Team Lead, High Net Worth Client Representatives

Vanguard
Location 📍 Scottsdale, United States
Posted 📅 June 16, 2026
Work Type ⏰ Full Time

Position Overview

Oversees a team of Flagship Client Representatives, provides guidance on handling more complex requests.

Core Responsibilities

  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

  • Provides guidance to crew on handling more complex issues. Generates reports and may prepare and deliver presentations to management. May serve as the initial point of contact for clients or may handle escalated issues via third-party providers.

  • Ensures team service levels are met. Monitors team's communications with clients and provides immediate, specific, and actionable feedback.

  • Coaches crew on navigation of client scenarios to strengthen client relationships and identify outside, includable assets. May collaborate with other interna...

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    Job Details

    Employment Type
    Full Time
    📊
    Category
    Business Operations Specialists
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Scottsdale, United States