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, account types, planning tools, and client resources.
Build capabilities in practice management, client segmentation, referral generation, book development, and intergenerational wealth relationships.
Lead advisor technology 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.
Partners across 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, coaching, and change leadership capabilities.
Undergraduate degree or equivalent combination of training and experience.
CFP®, CFA®, CIMA®, CPWA®, or similar professional designation preferred.
MBA, master's degree, or equivalent advanced education preferred.
Experience building advisor academies or enterprise learning organizations preferred.
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.
Skills Required
- 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, coaching, and change leadership capabilities
- Undergraduate degree or equivalent combination of training and experience
- CFP, CFA, CIMA, CPWA, or similar professional designation
- MBA, master's degree, or equivalent advanced education
- Experience building advisor academies or enterprise learning organizations
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
-
Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
-
Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
-
Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
