Practice Management Coach – Self-Directed Wealth Management (SDWM)

Core Responsibilities

• Partner with SDWM leaders to achieve or exceed key business metrics, including:
• Net Cash Flow through asset consolidation and client retention initiatives.
• Net New Advised Assets through increased advice implementation.
• Supervisory and oversight expectations.
• Coach leaders on the systems, behaviors, and business practices that drive improved team performance in the areas of:
• Breadth of coverage.
• Asset consolidation.
• Advice implementations.
• Product presentations.
• Specialist consults.
• Utilize business insights and performance data to identify opportunities and accelerate results.

Leadership Development & Coaching

• Develop and maintain individualized leader development plans for managers within the assigned span of support (15-20 leaders).
• Conduct regular coaching engagements with aligned leaders to strengthen coaching capability and business acumen.
• Improve coaching effectiveness through observation, feedback, and accountability processes.
• Facilitate leader practice reviews and support leaders in completing development cycles that drive measurable performance improvement.

Change Leadership & Strategic Initiatives

• Foster an ownership mindset and model Vanguard’s leadership principles throughout the organization.
• Serve as a change champion by supporting the implementation of evolving sales and relationship management frameworks.
• Partner with leaders to effectively adopt new tools and processes.
• Guide teams through the responsible adoption of AI-enabled tools and capabilities.
• Support the rollout and sustainment of a new coaching system and its integration within Distribution Excellence initiatives.

Training & Facilitation

• Design, facilitate, and support leadership development sessions focused on coaching, sales effectiveness, and practice management.
• Deliver Professional Sales Coaching (PSC) and Relationship Connections (RC) training programs as applicable.
• Reinforce consistent application of coaching frameworks, sales methodologies, and leadership practices across the business.