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

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 advisorsand 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 initiativesensuring 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 Vanguards value proposition with clarity and conviction.

• Field Partnership: Act as a strategic partner to divisional and segment leadersaligning coaching and practice initiatives with business goals performance metrics and advisor engagement strategies.

Summary

Were seeking a strategic and field-savvy leader who understands what drives excellence in advisor engagement. Youve 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 practicesand 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 teamsincluding 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.