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.
• 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.
• Support 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.

Success Measures

• Achievement of segment business goals and team performance outcomes.
• Demonstrated improvement in leader effectiveness and coaching quality.
• Successful adoption of coaching, sales, and AI-enabled tools and practices.
• Feedback from client managers, client executives, and business leaders.
• Effective execution of strategic initiatives that support SDWM and enterprise objectives.

Qualifications

• Five years related experience.
• Three years of sales or training experience preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Graduate degree preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC) determined by Compliance based on role-specific duties. Specifically, this role will require the Series 7 and the Series 63. However, these may be obtained within 90 days of hire date.

About Vanguard

Vanguard is committed to driving long-term financial wellbeing for our clients. Our mission is to lead through innovative products and services that enhance the lives of our clients. We foster a mission-driven and collaborative culture that supports both client outcomes and employee growth.

How We Work

Vanguard operates under a hybrid working model, providing flexible work arrangements while maintaining in-person opportunities for learning, collaboration, and connection.