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Senior Sales Manager, Model Portfolio Solutions

Yesterday Malvern, PA

Senior Sales Manager, Model Portfolio Solutions

Our Mission Starts With You

We're looking for a strategic, people-focused leader to drive growth of our Model Portfolio Solutions within Financial Advisor Services (FAS). In this role, you'll lead a team of Internal Sales Consultants, guiding consultative, portfolio-level conversations that help advisors scale their practices and deliver better client outcomes.

You'll combine sales leadership, strategy, and talent development to expand adoption, deepen relationships, and elevate how we engage advisors.

Why Join Us

Make a meaningful impact by shaping how advisors adopt scalable portfolio solutions while building and leading a high-performing team. This is a unique opportunity to deliver results through leadership, innovation, and collaboration.

In this role you will

  • Hire, coach, and develop a team of Sales Consultants
  • Set clear goals, provide feedback, and build a strong, inclusive team culture
  • Play a key role in advancing the Model Portfolio sales strategy across FAS
  • Drive model placement opportunities by aligning solutions to advisor and platform needs
  • Lead the team to achieve sales, asset growth, and activity goals
  • Execute a scalable, data-driven sales strategy and monitor key metrics
  • Guide insight-driven, consultative conversations with financial advisors
  • Partner with External Sales to drive territory and relationship growth
  • Position Vanguard solutions to win new business and deepen adoption
  • Partner with distribution, product, and platform teams to scale adoption across key channels
  • Identify and influence strategic industry partnerships that accelerate commercialization and broaden distribution
  • Help evolve advisor solutions and enhance the service model
  • Promote a strong risk culture and ensure adherence to regulatory standards

What it takes

  • 8+ years of relevant experience, including sales and people leadership
  • Experience leading or developing teams in client-facing environments
  • Bachelor's degree or equivalent experience
  • Required licenses/registrations (as determined by Compliance)

Specializations that will make an impact

  • Financial services or asset management experience
  • Knowledge of portfolio construction or model portfolios
  • Consultative or solution-based sales experience
  • Advanced degree or progress toward MBA/CFA

What Sets You Apart

  • Strong coach with a track record of developing talent
  • Ability to turn strategy into measurable outcomes
  • Collaborative leader who influences across teams
  • Data-driven decision-maker with strong business acumen

What Success Looks Like

  • Increased adoption of Model Portfolio Solutions
  • Consistent achievement of sales and activity goals
  • Strong partnerships across sales and internal teams
  • High-quality, advisor-focused client engagement
  • A culture of inclusion, accountability, and continuous growth

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.

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Client-provided location(s): Malvern, PA
Job ID: Vanguard-178926
Employment Type: FULL_TIME
Posted: 2026-06-10T20:26:57

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Reimbursement Account
    • Fitness Subsidies
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
    • Internship Program
    • Lunch and Learns
    • Leadership Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

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