Head of Advisor Onboarding & Development

Vanguard is seeking an accomplished executive leader to build and lead the advisor development strategy for Vanguard Personal Advisor Services andWealthManagementwithinPersonal Wealth. This roleis responsible forcreating a best-in-class advisor development program that supports advisors& advisor leadershipfrom onboarding through advanced career stages ensuring excellence inonboardingtraining readiness coaching and professional growth.The Head of Advisor Onboarding & Development willestablishthearchitecture programs and standards that enable advisors to deliver exceptional client experiences while building deep client relationships grounded in Vanguards investment philosophy and advicemethodology. A key mandate is helping advisors evolve from a service-oriented mindset to a proactive consultative sales mindset while preserving Vanguards client-first approach.

What It Takes

• Lead the strategy and execution ofbuildingadvisor onboardingand 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 toidentifyclient needs deepen relationships and confidently connect clients with relevant advice and solutions.

• Develop advisorexpertisein Vanguards investment philosophy products services account types planning tools and client resources.

• Build capabilities in practice management client segmentation referral generation book development and intergenerational wealth relationships.

• Leadadvisortechnology enablement including CRM platforms planning tools and digital engagement capabilities.

• Establish readiness standards coaching frameworks certification requirements and performance measures.

• Lead and develop a high-performing team of trainers coaches instructional designers and advisor development professionals.

• Partnersacross Personal Wealth Human Resources Compliance Risk Product and Technology to deliver advisor excellence.

Required Qualifications

• Significant leadership experience in wealth management financial advice advisor development learning and development or practice management.

• Deep knowledge of financial planning advisory services wealth management products advisor business models and regulatory requirements.

• Proven experience building and scaling advisor training onboarding or professional development programs.

• Experience leading teams and influencing senior stakeholders across complex organizations.

• Strong executive presence with exceptional communication coachingand changeleadership capabilities.

• Undergraduate degree or equivalent combination of training and experience.

• CFP CFA CIMA CPWA or similar professional designation preferred.

• MBA masters degree or equivalent advanced education preferred.

• Experience building advisor academies or enterprise learning organizations preferred.