Senior Manager, Concierge & Education Consulting Leader

Vanguard • Malvern, PA

11d • Hybrid

About The Position

This role involves building and leading a new enablement team of trainers and coaches to enhance the growth and effectiveness of consultants, advisors, and specialists. The Senior Manager will be responsible for creating the consulting enablement roadmap and operating model from scratch, ensuring alignment with the company's strategy and growth priorities. This includes designing comprehensive onboarding and training programs, implementing engagement/sales systems, managing lead generation and funnel effectiveness, and building an ecosystem of enablement technology and content. The role also requires evaluating vendor relationships and measuring program effectiveness to drive continuous improvement. Additionally, the position offers the opportunity to work with a growing team, build a critical new function, and collaborate across departments at the intersection of growth, performance, and experience.

Requirements

• 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

Nice To Haves

• Proven leader with a track record of driving measurable outcomes through enterprise partnership, cross-functional collaboration, and influence across senior stakeholders.
• Executive-level communicator with strong verbal, facilitation, and presentation skills; able to translate strategy into clear priorities, expectations, and action for diverse audiences.
• Comfortable leading through ambiguity and transformation, with the tenacity to move opportunities from concept to disciplined execution and measurable impact.
• Willing and able to engage directly with teams across sites and markets, using field observations, coaching, and feedback loops to strengthen leader and consultant effectiveness.
• Demonstrates strong ownership and judgment, proactively identifying opportunities to improve the crew, consultant, and participant experience while advancing business outcomes.
• Anticipates risks, elevates issues with clarity, and drives timely resolution through practical recommendations and accountable follow-through.
• Models the leadership behaviors required to build a high-performing, inclusive, and accountable enablement function.
• Exhibits professional maturity, resilience, and calm decision-making when navigating change, headwinds, or competing priorities.
• Demonstrates a growth mindset by actively seeking feedback, acting on insight, and building the same learning orientation across the team.
• Uses candor and sound judgment to surface challenges, frame trade-offs, and move partners toward solutions.
• Balances stakeholder needs with strategic prioritization, making clear choices that align resources to the highest-impact work.
• Creates a culture of accountability by setting clear expectations and holding crew, peers, and business partners responsible for commitments and outcomes.

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.
• Design and deliver onboarding that accelerates time-to-productivity, including pre-boarding, first 30/60/90-day plans, role clarity, tools and process training, consulting fundamentals, and shadowing or apprenticeship experiences.
• 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.
• Identify, implement, and sustain the engagement/sales system for PC&E, equipping leaders and consultants with common language, repeatable playbooks, observable behaviors, and coaching routines that improve consistency and effectiveness.
• Own lead generation, referral coaching, and funnel effectiveness, partnering across PC&E, PW and Participant Services to improve lead quality, referral handoffs, first-meeting readiness, follow-up discipline, and conversion through each stage of the funnel.
• Build, implement, and maintain the enablement technology and content ecosystem, including playbooks, templates, talk tracks, proposal tools, learning assets, and a learning/content platform that integrates into how teams work.
• 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.
• Performs other duties and special projects as assigned.

Benefits

• Opportunity to build a critical new function and contribute meaningfully to enterprise initiatives.
• Ability to work with cross-departmental partners.
• Be at the intersection of growth, performance and experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior