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

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, Wealth ManagementIndustries

Requirements

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
Experience leading sales coaching and practice initiatives in asset management, wealth, or financial advisor services environments
Ability to influence across a matrixed organization to drive alignment and impact

Responsibilities

Collaborate with sales leaders and executives to define and embed best-in-class client engagement practices across advisor channels
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
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
Act as a strategic partner to divisional and segment leaders—aligning coaching and practice initiatives with business goals, performance metrics, and advisor engagement strategies
Lead the development and execution of best-in-class sales practices, coaching frameworks, and client engagement strategies that elevate advisor-facing teams
Partner closely with sales leadership, enablement, and field teams to drive consistent, high-impact advisor interactions across all segments

Skills

Sales Coaching

Practice Management

Client Engagement

Sales Strategy

Leadership Development

Performance Metrics

Advisor Engagement

Enablement Programs

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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