Senior Manager, Head of Participant Consulting Enablement

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 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. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.