Core ResponsibilitiesBusiness Performance Consulting
- Partner with SDWM leaders to achieve or exceed key business metrics, including:
- Net Cash Flow through asset consolidation and client retention initiatives.
- Net New Advised Assets through increased advice implementation.
- Supervisory and oversight expectations.
- Coach leaders on the systems, behaviors, and business practices that drive improved team performance in the areas of:
- Breadth of coverage
- Asset consolidation
- Advice implementations
- Product presentations
- Specialist consults
- Utilize business insights and performance data to identify opportunities and accelerate results.
Leadership Development & Coaching
- Develop and maintain individualized leader development plans for managers within the assigned span of support (~15-20 leaders).
- Conduct regular coaching engagements with aligned leaders to strengthen coaching capability and business acumen.
- Improve coaching effectiveness through observation, feedback, and accountability processes.
- Facilitate leader practice reviews and support leaders in completing development cycles that drive measurable performance improvement.
Change Leadership & Strategic Initiatives
- Foster an ownership mindset and model Vanguard's leadership principles throughout the organization.
- Serve as a change champion by supporting the implementation of evolving sales and relationship management frameworks.
- Partner with leaders to effectively adopt new tools and processes.
- Guide teams through the responsible adoption of AI-enabled tools and capabilities.
- Support the rollout and sustainment of a new coaching system and its integration within Distribution Excellence initiatives.
Training & Facilitation
- Design, facilitate, and support leadership development sessions focused on coaching, sales effectiveness, and practice management.
- Deliver Professional Sales Coaching (PSC) and Relationship Connections (RC) training programs as applicable.
- Reinforce consistent application of coaching frameworks, sales methodologies, and leadership practices across the business.
Success MeasuresSuccess in this role is measured through:
- Achievement of segment business goals and team performance outcomes.
- Demonstrated improvement in leader effectiveness and coaching quality.
- Successful adoption of coaching, sales, and AI-enabled tools and practices.
- Feedback from client managers, client executives, and business leaders.
- Effective execution of strategic initiatives that support SDWM and enterprise objectives.
Qualifications- Five years related experience. Three years of sales or training experience preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC) determined by Compliance based on role-specific duties. Specifically, this role will require the Series 7 and the Series 63. However, these may be obtained within 90 days of hire date.
Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.
