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 inonboarding,training, 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 Vanguard's investment philosophy and advicemethodology. 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 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 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. 

• 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, coaching,and changeleadership 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.