Lead and develop a high-performing advisory team by hiring, coaching, training, and providing ongoing feedback; creating an inclusive and collaborative team culture; setting clear performance expectations; and making compensation recommendations aligned to Human Resources policies and procedures.
Drive participant and business outcomes by ensuring a deep understanding of in-plan and out-of-plan solutions, strong appointment availability, consistent service quality, and effective follow-through that supports strong participant financial well-being.
Elevate planning quality and problem-solving by supporting advisors in analyzing participant retirement planning needs, resolving issues, and translating insights into practical, participant-centered solutions.
Influence and execute strategy by contributing to annual business planning, departmental priorities, and long-term strategic initiatives that strengthen the VSA service and operating model.
Shape how work gets done by developing, influencing, and implementing departmental policies and procedures; communicating internal and industry developments quickly and accurately; and supporting organization evolution and change management at the department level.
Build trusted partnerships by cultivating close relationships with internal and external stakeholders and serving as a visible leader within the Workplace and Personal Wealth organizations.
Serve as a planning resource by maintaining deep knowledge of Vanguard products, funds, services, financial planning, capital markets, and the broader financial services industry; sharing expertise with internal partners as needed.
Lead special projects and other initiatives that advance the team, improve the client experience, or support business needs.
What the role offers:
Working with an awesome extended leadership team in Participant Consulting & Education.
Opportunity to evolve and scale a critical offer while contributing meaningfully to enterprise initiatives.
Ability to work with cross-departmental partners.
Be at the intersection of leadership, advice, education and sales.
What a successful candidate looks like
A highly motivated, crew-focused leader that has demonstrated experience building strong team cultures.
An open-minded and solution-oriented team player that enjoys building new capabilities and ways to work.
Eight years of related experience in participant advice and/or financial consulting, including supervisory experience, strongly preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFP preferred.
This job requires series 7, 63, 24, 65/66 regulatory license and/or registration (e.g. FINRA, state, SFC).
Compliance and licensing This role and the advisors it leads operate in a regulated environment. Leaders are expected to model strong risk awareness and ensure required registrations, licensing, documentation, and communications standards are consistently met in alignment with Compliance guidance.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
Vanguard · Charlotte, NC