Senior Manager, Head of Sales Process & Efficiency-Financial Advisor Services

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 processdesigning and optimizing our core sales disciplines that power one of the industrys 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 toolsensuring 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

Were looking for a strategic operator who understands the mechanics of high-performing sales organizations. Youve 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 workthrough 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 teamsincluding 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 sellers experience.