Senior Manager, Head of Sales Practice Management & Coaching-Financial Advi at Vanguard

Malvern, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Mar, 26

Salary

0.0

Posted On

07 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Coaching, Sales Strategy, Field Effectiveness, Distribution Leadership, Client Engagement, Performance Management, Sales Methodologies, Coaching Frameworks, Advisor Engagement, Executive Presence, Influence Skills, Team Leadership, Continuous Development, Business Goals Alignment, Operational Decisions, Advisor Relationships

Industry

Financial Services

Description

To learn more about the role, please sign up for the info session on Thursday, October 30 from 3:30 – 4:30 PM EST via the sign-up page At Vanguard, we are reimagining how we engage with financial advisors—and we believe that sales excellence is foundational to that transformation. As the Senior Manager, Head of Sales Practice Management & Coaching for our Financial Advisor Services (FAS) business, you will lead the development and execution of best-in-class sales practices, coaching frameworks, and client engagement strategies that elevate our advisor-facing teams. This role reports to the Head of Learning & Enablement and partners closely with sales leadership, enablement, and field teams to drive consistent, high-impact advisor interactions across all segments. What it Takes Client Engagement Excellence: Collaborate with sales leaders and executives to define and embed best-in-class client engagement practices across our advisor channels. Sales Perspective Integration: Serve as the voice of the field in divisional initiatives—ensuring that sales strategies, enablement programs, and operational decisions reflect the realities and needs of advisor-facing teams. Coaching Strategy & Execution: Maintain a scalable coaching framework that empowers leaders and sellers to continuously improve performance, deepen advisor relationships, and deliver Vanguard’s value proposition with clarity and conviction. Field Partnership: Act as a strategic partner to divisional and segment leaders—aligning coaching and practice initiatives with business goals, performance metrics, and advisor engagement strategies. Summary We’re seeking a strategic and field-savvy leader who understands what drives excellence in advisor engagement. You’ve led sales coaching and practice initiatives in asset management, wealth, or financial advisor services environments and know how to translate strategy into action at the field level. You bring a deep understanding of sales dynamics, coaching methodologies, and advisor engagement best practices—and you know how to influence across a matrixed organization to drive alignment and impact. You Will Bring: 10+ years of leadership experience in sales coaching, sales strategy, field effectiveness, or distribution leadership. Proven success in designing and scaling coaching programs for advisor-facing teams—including internal/external wholesalers, relationship managers, or platform sales professionals. Strong understanding of sales methodologies, client engagement frameworks, and performance management systems. Ability to translate strategic goals into actionable field practices and coaching routines Executive presence and influence skills, with a track record of partnering across product, marketing, enablement, and distribution. Passion for empowering sales professionals through clarity, consistency, and continuous development. 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. 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. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Responsibilities

Lead the development and execution of best-in-class sales practices, coaching frameworks, and client engagement strategies for advisor-facing teams. Collaborate with sales leaders to define and embed client engagement practices across advisor channels.