Senior Manager, Head of Participant Consulting Enablement

About the role

As part of the new Participant Financial Success (PFS) organization within the Workplace Solutions (VWS) division, it’s an exciting time to be on the Participant Consulting & Education (PC&E) team as we’re growing quickly and investing in our infrastructure as we strive to help even more participants.

Responsibilities

• Build, lead, and develop a new enablement team of trainers and coaches supporting the growth and effectiveness of consultants, advisors and specialists.
• Build the consulting enablement roadmap and operating model from the ground up, aligning onboarding, training, coaching, lead generation, tools, and measurement to PC&E’s strategy, growth priorities, and partnership with PW.
• Create a comprehensive training curriculum across participant engagement, discovery, solution positioning, referral quality and consultative conversation skills. Build certification paths and practical assessments to validate proficiency.
• Evaluate and manage enablement vendor relationships, including potential platforms such as Allego, ensuring tools support scalable onboarding, skill practice, coaching, content access, analytics, and continuous reinforcement.
• Measure effectiveness and drive continuous improvement. Define success metrics; monitor time-to-ramp, training completion, proficiency, lead quality, referral volume, stage conversion, and field feedback; and use insights to refine programs and improve performance.

Qualifications

• 8+ years of experience in enablement, consulting, sales training, revenue operations, or a related field; including leadership experience building programs from the ground up.
• Bachelor’s degree or equivalent practical experience; advanced degree a plus.
• Series 7, 63, 24, 65/66 FINRA licenses
• Demonstrated ability to design onboarding, curricula, and coaching programs that change behavior and improve pipeline and revenue outcomes; strong facilitation skills for live and virtual audiences.
• Deep understanding of consulting sales motions (prospecting through close) and pipeline generation practices, including messaging, discovery, qualification, and follow-up discipline.
• Exceptional stakeholder management—able to influence senior leaders, align cross-functional partners (Sales, Marketing, Ops), and earn trust with a fast-growing field organization.
• Data-informed and operationally rigorous—comfortable defining metrics and using insights to continuously improve programs.
• Ability to travel extensively between Vanguard sites