Senior Frontline Coaching Lead - Retirement & Wellbeing

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

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