Engagement & Solutions Coach, Sr. Specialist

Vanguard; Charlotte (NC); Hybrid; USD 90,000 - 125,000; Full time

Job summary

Vanguard seeks a seasoned Participant Consulting & Education coach to elevate frontline advisory capabilities across retirement plans and financial well-being solutions. The role focuses on deepening product fluency, strengthening consultative engagement, and generating referral-based opportunities across multiple channels.

The successful candidate will partner with business leaders to identify coaching needs, elevate frontline performance, and drive scalable coaching practices while traveling

Qualifications

• Five years’ related experience.
• Three years of coaching, sales, or frontline enablement experience preferred.
• Undergraduate degree or equivalent; Graduate degree preferred.
• Requires Series 7, 63, 65/66 regulatory licenses and/or registration.

Responsibilities

• Coaches frontline advisors, consultants and service reps to deepen knowledge of retirement plans and financial well‑being solutions, generating referral-based leads.
• Develops and delivers coaching on the positioning of key products and solutions (advice, Cash Plus, brokerage, IRAs, ETFs) and supports new offers and tools.
• Reinforces a consultative engagement model to identify participant needs and align solutions with goals and timelines.
• Provides targeted coaching through observation, feedback, and data-driven reinforcement to improve consultative behaviors and sales effectiveness.
• Partners with leaders to anticipate capability gaps and align coaching to launches and organizational change.
• Advances scalable coaching practices, tools and routines to build expertise in retirement solutions and participant engagement.
• Travel is required, with potential direct participant and plan sponsor engagement.
• Participates in special projects and performs other duties as assigned.

Skills

Coaching

Sales enablement

Presentation skills

Stakeholder influence

Education

Undergraduate degree

Graduate degree

FINRA licenses (7/63/65/66)

Job description

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. PC&E is made up of advisors and consultants who’s work directly ties to top-line OKRs around driving participant actions and building lifelong Vanguard relationships. This role is a key part of building frontline consulting excellence across PC&E by coaching advisors and consultants to deepen their expertise in retirement plans and financial well-being solutions and generate referral-based leads across multiple channels, including the VWS Contact Center, PC&E and Personal Wealth. The role focuses on strengthening product fluency, consultative engagement skills, and readiness to support new offers and capabilities in a participant-centered way. The chosen crew member will partner closely with business leaders to identify coaching needs, elevate frontline performance, and reinforce a consultative engagement model that helps advisors and consultants uncover participant needs and position solutions aligned to their objectives and timelines.

Responsibilities

• Coaches frontline advisors, consultants and service reps to deepen their knowledge of retirement plans and financial well-being solutions, generate referral-based leads while building confidence and expertise in participant-facing conversations.
• Develops and delivers coaching focused on the appropriate positioning of key products and solutions, including advice, Cash Plus, brokerage, IRAs, and ETFs, while preparing crew to confidently support new offers, tools, and capabilities.
• Reinforces a consultative engagement model that enables crew to identify participant needs, referral opportunities, and appropriately position solutions that align to each participant’s goals, objectives, and timelines.
• Provides targeted coaching through observation, feedback, and reinforcement, using performance and data insights to improve consultative behaviors, product fluency, and sales effectiveness.
• Partners with leaders to anticipate capability gaps and align coaching to business priorities, product launches, and moments of change across the frontline organization.
• Advances scalable coaching practices, tools, and routines that help frontline crew continuously build expertise in retirement solutions, financial well-being offerings, and participant-centered engagement.
• Role will require travel, with the possibility of direct participant and plan sponsor engagement.
• Participates in special projects and performs other duties as assigned.

What the role offers

• Working with an awesome growing team in PC&E and PFS.
• Opportunity to build a 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 the ideal candidate looks like

• Track record of driving results through strong partnership, collaboration and influence.
• Extremely strong verbal and presentation skills.
• Ability to leverage data and metrics to drive outcomes.
• Demonstrates tenacity amidst ambiguity, taking opportunities from idea to successful execution with measurable results.
• Able to work independently and take ownership with proposing ways to enhance the crew and participant experience, while also reaching business outcomes.
• Proactively elevates issues and takes proactive steps for resolution.
• Consistently models essential behaviors for crew and partners: Exhibits professional maturity even when faced with headwinds. Shows a growth mindset by proactively seeking out and acting on feedback. Leverages candor to propose solutions. Balances stakeholders and demonstrates strategic prioritization. Hold crew, peers, and business partners accountable if commitments aren’t met.

Qualifications

• Five years’ related experience.
• Three years of coaching, sales, or frontline enablement experience preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• This job requires series 7, 63, 65/66 regulatory licenses and/or registration (e.g. FINRA, state, SFC).

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.