Engagement & Solutions Coach, Sr. Specialist

Vanguard; Malvern (Chester County); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Vanguard, based in Malvern, PA, seeks a senior coaching professional to lead frontline enablement across retirement and financial-wellness solutions. You will coach advisors, develop programs, and drive adoption of new offers, tools, and capabilities while partnering with leadership to address capability gaps.

The role emphasizes data-informed coaching, strong communication, and the ability to influence across cross-functional teams. Travel may be required to engage participants and sponsors.

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).

Responsibilities

• Coaches frontline advisors, consultants and service reps to deepen knowledge of retirement plans and financial well-being solutions.
• Develops and delivers coaching focused on positioning of key products and solutions, including advice, Cash Plus, brokerage, IRAs, and ETFs.
• Reinforces a consultative engagement model to identify participant needs and position solutions accordingly.
• Provides targeted coaching using observation, feedback, and data insights to improve consultative behaviors and sales effectiveness.
• Partners with leaders to anticipate capability gaps and align coaching to priorities and product launches.
• Advances scalable coaching practices, tools, and routines across frontline crew.
• Travel may be required; potential direct participant and plan sponsor engagement.
• Participates in special projects and performs other duties as assigned.

Skills

Coaching experience

Sales experience

Frontline enablement

Communication skills

Presentation skills

Data-driven decisions

Education

Undergraduate degree or equivalent

Graduate degree preferred

Tools

FINRA licenses

Job description

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.