Head of Advisor Onboarding & Development

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.

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.