About this opportunity
Vanguard lists this Head of Advisor Onboarding & Development opportunity in malvern, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role.
Drives the delivery of transformational change by providing leadership and direction to large, complex, multi-stakeholder programs focused on overarching improvements to processes, operations, or teams. Leads and directs the activities of multiple large departments or several managers and specialists.
Vanguard is seeking an accomplished executive leader to build and lead the advisor development strategy for Vanguard Personal Advisor Services and Wealth Management within Personal Wealth. This role is responsible for creating a best-in-class advisor development program that supports advisors & advisor leadership from onboarding through advanced career stages, ensuring excellence in onboarding, training, readiness, coaching, and professional growth. The Head of Advisor Onboarding & Development will establish the architecture, programs, and standards that enable advisors to deliver exceptional client experiences while building deep client relationships grounded in Vanguard's investment philosophy and advice methodology. A key mandate is helping advisors evolve from a service-oriented mindset to a proactive, consultative sales mindset while preserving Vanguard's client-first approach.
What It Takes
* Lead the strategy and execution of building advisor onboarding and professional development programs.
* Build scalable learning pathways that support advisors from entry-level through senior advisor and specialist roles.
* Design training focused on client engagement, financial planning, advice delivery, and relationship management across phone, video, and in-person channels.
* Build training and coaching that helps advisors move to a consultative sales mindset, enabling them to identify client needs, deepen relationships, and confidently connect clients with relevant advice and solutions.
* Develop advisor expertise in Vanguard's investment philosophy, products, services,
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.