Senior Manager, Head of Sales Process & Efficiency-Financial Advisor Services

To learn more about the role, please sign up for the info session on Thursday, October 30 from 3:30 - 4:30 PM EST via the sign-up page

At Vanguard, we are modernizing our distribution ecosystem to deliver a more seamless, data-driven, and advisor-centric experience. As the Senior Manager, Head of Sales Process & Efficiency for our Financial Advisor Services (FAS) business, you will lead the transformation of our sales process -designing and optimizing our core sales disciplines that power one of the industry's most respected advisor sales forces.

This role reports to the Head of Learning & Enablement and partners across product, technology, data, and operations to elevate the sales experience and drive efficiency at scale.

What it Takes

• Architect Sales Process Excellence: Define and implement best-in-class sales processes that support advisor engagement, seller productivity, and strategic growth.

• Drive Efficiency & Experience: Lead initiatives to streamline workflows, reduce friction, and improve the day-to-day experience of internal and external wholesalers.

• Cross-Functional Partnership: Collaborate with IT, Data & Analytics, and other enterprise teams to align tools, platforms, and processes with the needs of the field.

• Sales Technology Strategy: Influence the roadmap for CRM, sales enablement platforms, and other productivity tools-ensuring they are intuitive, integrated, and impactful.

• Governance & Measurement: Establish clear metrics, governance structures, and feedback loops to continuously improve sales process effectiveness and field adoption.

• 10+ years of leadership experience in sales operations, process design, distribution strategy, or field enablement .

• Proven success in optimizing sales processes for advisor-facing teams-including internal/external wholesalers, relationship managers, or platform sales professionals .

• Strong understanding of CRM strategy, sales technology, workflow design, and data-driven decision-making .

• Experience partnering across products , technology, and operations to deliver scalable solutions .

• Executive presence and change leadership capability, with a track record of driving adoption and alignment in complex environments .

• A commitment to continuous improvement and a deep respect for the seller's experience .