Head of Advisor Onboarding & Development
Core
Build and lead the advisor development strategy for Vanguard Personal Advisor Services and Wealth Management, creating programs that support advisors from onboarding through advanced career stages to deliver exceptional client experiences.
Role type
Executive leader (Head of Advisor Onboarding & Development)
Builds
Scalable learning pathways, training programs, coaching frameworks, and advisor development architecture
Domain
Wealth management, financial advice, professional development
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic leadership in wealth management, program design and scaling, change management, stakeholder influence, team leadership, financial planning expertise, regulatory knowledge
Preferred skills
CFP/CFA/CIMA/CPWA designation, MBA or master's degree, experience building advisor academies or enterprise learning organizations
Technologies
CRM platforms, planning tools, digital engagement capabilities
Responsibilities
Lead strategy and execution of advisor onboarding and professional development programs; Design training focused on client engagement and consultative sales mindset; Develop advisor expertise in investment philosophy and products; Lead advisor technology enablement; Establish readiness standards and performance measures; Lead and develop a high-performing team of trainers and coaches
Seniority
Executive, strategy & mentorship
