Senior Manager, Head of Sales Process & Efficiency-Financial Advisor Servic 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 Operations, Process Design, Distribution Strategy, Field Enablement, CRM Strategy, Sales Technology, Workflow Design, Data-Driven Decision-Making, Cross-Functional Collaboration, Change Leadership, Continuous Improvement, Sales Process Optimization, Advisor Engagement, Seller Productivity, Strategic Growth, Governance

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 modernizing our distribution ecosystem to deliver a more seamless, data-driven, and advisor-centric experience. As the Senior Manager, Head of Sales Process & Efficiency for our Financial Advisor Services (FAS) business, you will lead the transformation of our sales process—designing and optimizing our core sales disciplines that power one of the industry’s most respected advisor sales forces. This role reports to the Head of Learning & Enablement and partners across product, technology, data, and operations to elevate the sales experience and drive efficiency at scale. What it Takes Architect Sales Process Excellence: Define and implement best-in-class sales processes that support advisor engagement, seller productivity, and strategic growth. Drive Efficiency & Experience: Lead initiatives to streamline workflows, reduce friction, and improve the day-to-day experience of internal and external wholesalers. Cross-Functional Partnership: Collaborate with IT, Data & Analytics, and other enterprise teams to align tools, platforms, and processes with the needs of the field. Sales Technology Strategy: Influence the roadmap for CRM, sales enablement platforms, and other productivity tools—ensuring they are intuitive, integrated, and impactful. Governance & Measurement: Establish clear metrics, governance structures, and feedback loops to continuously improve sales process effectiveness and field adoption. Summary We’re looking for a strategic operator who understands the mechanics of high-performing sales organizations. You’ve led process transformation in asset management, wealth, or financial advisor services environments and know how to balance efficiency with experience. You bring a systems mindset, a collaborative spirit, and a passion for enabling sales teams to do their best work—through smarter processes, better tools, and aligned infrastructure. You Will Bring: 10+ years of leadership experience in sales operations, process design, distribution strategy, or field enablement. Proven success in optimizing sales processes for advisor-facing teams—including internal/external wholesalers, relationship managers, or platform sales professionals. Strong understanding of CRM strategy, sales technology, workflow design, and data-driven decision-making. Experience partnering across products, technology, and operations to deliver scalable solutions. Executive presence and change leadership capability, with a track record of driving adoption and alignment in complex environments. A commitment to continuous improvement and a deep respect for the seller's experience. 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 transformation of the sales process for the Financial Advisor Services business by designing and optimizing core sales disciplines. Collaborate across various teams to elevate the sales experience and drive efficiency at scale.