Advisor Development & Onboarding Leader

Vanguard Group; Malvern (Chester County); Hybrid; USD 250,000 - 420,000; Full time

Job summary

Vanguard is seeking an accomplished executive leader to build and lead the advisor development strategy for Vanguard Personal Advisor Services and Wealth Management within Personal Wealth. This role will shape onboarding and training from entry-level through senior advisor, ensuring top-tier client experiences grounded in Vanguard's philosophy.

The Head of Advisor Onboarding & Development will establish architecture, standards, and performance measures, while guiding a high-performing team of

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 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.

Responsibilities

• 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 and connect them 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, HR, Compliance, Risk, Product, and Technology to deliver advisor excellence.

Skills

Leadership

Wealth management knowledge

Advisor development

Executive communication

Change leadership

Coaching

Education

MBA or master’s degree

CFP/CFA/CIMA/CPWA designation preferred

Job description

Vanguard is seeking an accomplished executive leader to build and lead the advisor development strategy for Vanguard Personal Advisor Services and Wealth Management within Personal Wealth. This role will shape onboarding and training from entry-level through senior advisor, ensuring top-tier client experiences grounded in Vanguard's philosophy.

The Head of Advisor Onboarding & Development will establish architecture, standards, and performance measures, while guiding a high-performing team of