Practice Management Coach - Self-Directed Wealth Management (SDWM)

Core Responsibilities

Business Performance Consulting

• Partner with SDWM leaders to achieve or exceed key business metrics, including:
  
  
  • Net Cash Flow through asset consolidation and client retention initiatives.
  • Net New Advised Assets through increased advice implementation.
  • Supervisory and oversight expectations.

• Coach leaders on the systems, behaviors, and business practices that drive improved team performance in the areas of:
  
  
  • Breadth of coverage
  • Asset consolidation
  • Advice implementations
  • Product presentations
  • Specialist consults

• Utilize business insights and performance data to identify opportunities and accelerate results.

Leadership Development & Coaching

• Develop and maintain individualized leader development plans for managers within the assigned span of support (~15-20 leaders).
• Conduct regular coaching engagements with aligned leaders to strengthen coaching capability and business acumen.
• Improve coaching effectiveness through observation, feedback, and accountability processes.
• Facilitate leader practice reviews and support leaders in completing development cycles that drive measurable performance improvement.

Change Leadership & Strategic Initiatives

• Foster an ownership mindset and model Vanguard's leadership principles throughout the organization.
• Serve as a change champion by supporting the implementation of evolving sales and relationship management frameworks.
• Partner with leaders to effectively adopt new tools and processes.
• Guide teams through the responsible adoption of AI-enabled tools and capabilities.
• Support the rollout and sustainment of a new coaching system and its integration within Distribution Excellence initiatives.

Training & Facilitation

• Design, facilitate, and support leadership development sessions focused on coaching, sales effectiveness, and practice management.
• Deliver Professional Sales Coaching (PSC) and Relationship Connections (RC) training programs as applicable.
• Reinforce consistent application of coaching frameworks, sales methodologies, and leadership practices across the business.

Success Measures

Success in this role is measured through:

• Achievement of segment business goals and team performance outcomes.
• Demonstrated improvement in leader effectiveness and coaching quality.
• Successful adoption of coaching, sales, and AI-enabled tools and practices.
• Feedback from client managers, client executives, and business leaders.
• Effective execution of strategic initiatives that support SDWM and enterprise objectives.

Qualifications

• Five years related experience. Three years of sales or training experience preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC) determined by Compliance based on role-specific duties. Specifically, this role will require the Series 7 and the Series 63. However, these may be obtained within 90 days of hire date.

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.

Client-provided location(s): Scottsdale, AZ, Charlotte, NC, Dallas, TX, Malvern, PA

Job ID: Vanguard-180234

Employment Type: FULL_TIME

Posted: 2026-07-30T20:12:05