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Vanguard · 2 months ago

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

Malvern, PA

Full-time

Hybrid

Senior Level, Lead/Staff, Director/Executive

10+ years exp

Vanguard is a leading financial services company dedicated to the long-term financial wellbeing of its clients. The Senior Manager, Head of Sales Process & Efficiency for Financial Advisor Services will lead the transformation of sales processes, focusing on optimizing workflows and enhancing the sales experience for advisors.

FinanceFinancial Services

No H1B

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

Qualification

Sales Process DesignCRM StrategySales TechnologyData-Driven Decision-MakingCross-Functional CollaborationChange LeadershipContinuous ImprovementExecutive Presence

Required

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