Engagement & Solutions Coach, Sr. Specialist

Vanguard; Scottsdale (AZ); Hybrid; USD 95,000 - 130,000; Full time

Job summary

Vanguard seeks an Engagement & Solutions Coach, Sr. Specialist to guide frontline advisors across hybrid environments in Scottsdale, with travel to other sites. You will mentor, coach and develop capabilities in retirement plans, financial well-being solutions, and participant-facing conversations.

The role emphasizes data-driven coaching, cross-functional collaboration, and readiness for product launches. Requires five years related experience, coaching background, and securities licenses;

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 their knowledge of retirement plans and financial well‑being solutions.
• Develops and delivers coaching focused on the appropriate positioning of key products and solutions, including advice, Cash Plus, brokerage, IRAs, and ETFs.
• Reinforces a consultative engagement model to identify participant needs and opportunities and position solutions.
• Provides targeted coaching through observation, feedback, and reinforcement, using data insights to improve consultative behaviors and sales effectiveness.
• Partners with leaders to anticipate capability gaps and align coaching to business priorities, product launches, and change moments across the frontline organization.
• Advances scalable coaching practices, tools, and routines that help frontline crew build expertise in retirement solutions and participant 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.

Skills

Coaching

Presentation skills

Data analysis

Influence

Education

Undergraduate degree or equivalent

Graduate degree preferred

Tools

Series 7

Series 63

Series 65/66

Job description

Engagement & Solutions Coach, Sr. Specialist

Hybrid - Scottsdale, Arizona, United States · Charlotte, North Carolina, United States · Malvern, Pennsylvania, United States

Sep 1, 2026

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.

Demonstratestenacityamidstambiguity, takingopportunitiesfrom idea tosuccessfulexecution with measurable results.

Able to work independently and takeownershipwithproposing waysto enhance the crew and participant experience, while alsoreaching business outcomes.

Proactively elevates issuesand takes proactive steps for resolution.

Consistently modelsessential behaviorsfor crew and partners:

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.

Vanguard is a pioneering investment management company dedicated to empowering investors through low-cost, client-focused financial solutions, celebrating 50 years of service in 2025.

Company size 10,001+ employees

Company type Privately held Founded 1975

Total funding 0