Senior Manager, Head of Sales Process & Efficiency-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 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
Experience leading process transformation in asset management, wealth, or financial advisor services environments
Systems mindset, collaborative spirit, and passion for enabling sales teams

Responsibilities

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
Lead the transformation of the sales process—designing and optimizing core sales disciplines for the Financial Advisor Services (FAS) business

Skills

Sales Process Design

Process Optimization

CRM

Sales Enablement

Sales Technology

Data Analytics

Workflow Streamlining

Cross-Functional Collaboration

Metrics Governance

Asset Management

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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