As part of the new Participant Financial Success (PFS) organization within the Workplace Solutions (VWS) division, it's an exciting time to be on the Participant Consulting & Education (PC&E) team as we're growing quickly and investing in our infrastructure as we strive to help even more participants. PC&E is made up of advisors and consultants who's work directly ties to top-line OKRs around driving participant actions and building lifelong Vanguard relationships.
The
Head of Participant Consulting Enablement sets the strategy and operating model for how PC&E onboards, learns, practices, engages, and generates high-quality opportunities. This role will stand up the enablement function from scratch, translating the organization's go-to-market priorities into practical, field-ready infrastructure-role-based onboarding, training, coaching, lead generation support and performance measurement.
The leader will identify and implement the engagement/sales system and enablement tools required to create consistency at scale, while identifying and managing potential vendor relationships. Success is defined by faster time-to-productivity, stronger consultant confidence and execution, improved lead quality and funnel effectiveness, and a more seamless referral ecosystem between PC&E, Participant Services and Personal Wealth.
Core Responsibilities- Build, lead, and develop a new enablement team of trainers and coaches supporting the growth and effectiveness of consultants, advisors and specialists.
- Build the consulting enablement roadmap and operating model from the ground up, aligning onboarding, training, coaching, lead generation, tools, and measurement to PC&E's strategy, growth priorities, and partnership with PW.
- Design and deliver onboarding that accelerates time-to-productivity, including pre-boarding, first 30/60/90-day plans, role clarity, tools and process training, consulting fundamentals, and shadowing or apprenticeship experiences.
- Create a comprehensive training curriculum across participant engagement, discovery, solution positioning, referral quality and consultative conversation skills. Build certification paths and practical assessments to validate proficiency.
- Identify, implement, and sustain the engagement/sales system for PC&E, equipping leaders and consultants with common language, repeatable playbooks, observable behaviors, and coaching routines that improve consistency and effectiveness.
- Own lead generation, referral coaching, and funnel effectiveness, partnering across PC&E, PW and Participant Services to improve lead quality, referral handoffs, first-meeting readiness, follow-up discipline, and conversion through each stage of the funnel.
- Build, implement, and maintain the enablement technology and content ecosystem, including playbooks, templates, talk tracks, proposal tools, learning assets, and a learning/content platform that integrates into how teams work.
- Evaluate and manage enablement vendor relationships, including potential platforms such as Allego, ensuring tools support scalable onboarding, skill practice, coaching, content access, analytics, and continuous reinforcement.
- Measure effectiveness and drive continuous improvement. Define success metrics; monitor time-to-ramp, training completion, proficiency, lead quality, referral volume, stage conversion, and field feedback; and use insights to refine programs and improve performance.
- Perform other duties and special projects assigned.
What the role offers: - Working with an awesome growing team in PC&E and PFS.
- Opportunity to build a critical new function and contribute meaningfully to enterprise initiatives.
- Ability to work with cross-departmental partners.
- Be at the intersection of growth, performance and experience.
What the ideal candidate looks like:- Proven leader with a track record of driving measurable outcomes through enterprise partnership, cross-functional collaboration, and influence across senior stakeholders.
- Executive-level communicator with strong verbal, facilitation, and presentation skills; able to translate strategy into clear priorities, expectations, and action for diverse audiences.
- Comfortable leading through ambiguity and transformation, with the tenacity to move opportunities from concept to disciplined execution and measurable impact.
- Willing and able to engage directly with teams across sites and markets, using field observations, coaching, and feedback loops to strengthen leader and consultant effectiveness.
- Demonstrates strong ownership and judgment, proactively identifying opportunities to improve the crew, consultant, and participant experience while advancing business outcomes.
- Anticipates risks, elevates issues with clarity, and drives timely resolution through practical recommendations and accountable follow-through.
- Models the leadership behaviors required to build a high-performing, inclusive, and accountable enablement function:
- Exhibits professional maturity, resilience, and calm decision-making when navigating change, headwinds, or competing priorities.
- Demonstrates a growth mindset by actively seeking feedback, acting on insight, and building the same learning orientation across the team.
- Uses candor and sound judgment to surface challenges, frame trade-offs, and move partners toward solutions.
- Balances stakeholders need strategic prioritization, making clear choices that align resources to the highest-impact work.
- Creates a culture of accountability by setting clear expectations and holding crew, peers, and business partners responsible for commitments and outcomes.
Qualifications- 8+ years of experience in enablement, consulting, sales training, revenue operations, or a related field; including leadership experience building programs from the ground up.
- Bachelor's degree or equivalent practical experience; advanced degree a plus.
- Series 7, 63, 24, 65/66 FINRA licenses
- Demonstrated ability to design onboarding, curricula, and coaching programs that change behavior and improve pipeline and revenue outcomes; strong facilitation skills for live and virtual audiences.
- Deep understanding of consulting sales motions (prospecting through close) and pipeline generation practices, including messaging, discovery, qualification, and follow-up discipline.
- Exceptional stakeholder management-able to influence senior leaders, align cross-functional partners (Sales, Marketing, Ops), and earn trust with a fast-growing field organization.
- Data-informed and operationally rigorous-comfortable defining metrics and using insights to continuously improve programs.
- Ability to travel extensively between Vanguard sites
Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.
