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Vanguard · 2 months ago

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

Malvern, PA

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Vanguard is reimagining how they engage with financial advisors and are seeking a Senior Manager to lead the development and execution of sales practices and coaching frameworks. The role involves collaborating with sales leadership to enhance advisor engagement and drive consistent high-impact interactions across all segments.

FinanceFinancial Services

No H1B

Responsibilities

Collaborate with sales leaders and executives to define and embed best-in-class client engagement practices across our 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

Qualification

Sales CoachingClient EngagementSales StrategyPerformance ManagementCoaching MethodologiesExecutive PresenceField EffectivenessAdvisor Engagement

Required

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