Vanguard Situational Advisor (VSA) Leader

What you'll do

• Lead and develop a high-performing advisory team by hiring, coaching, training, and providing ongoing feedback; creating an inclusive and collaborative team culture; setting clear performance expectations; and making compensation recommendations aligned to Human Resources policies and procedures.
• Drive participant and business outcomes by ensuring a deep understanding of in-plan and out-of-plan solutions, strong appointment availability, consistent service quality, and effective follow-through that supports strong participant financial well-being.
• Elevate planning quality and problem-solving by supporting advisors in analyzing participant retirement planning needs, resolving issues, and translating insights into practical, participant-centered solutions.
• Influence and execute strategy by contributing to annual business planning, departmental priorities, and long-term strategic initiatives that strengthen the VSA service and operating model.
• Shape how work gets done by developing, influencing, and implementing departmental policies and procedures; communicating internal and industry developments quickly and accurately; and supporting organization evolution and change management at the department level.
• Build trusted partnerships by cultivating close relationships with internal and external stakeholders and serving as a visible leader within the Workplace and Personal Wealth organizations.
• Serve as a planning resource by maintaining deep knowledge of Vanguard products, funds, services, financial planning, capital markets, and the broader financial services industry; sharing expertise with internal partners as needed.
• Lead special projects and other initiatives that advance the team, improve the client experience, or support business needs.

• Working with an awesome extended leadership team in Participant Consulting & Education.
• Opportunity to evolve and scale a critical offer while contributing meaningfully to enterprise initiatives.
• Ability to work with cross-departmental partners.
• Be at the intersection of leadership, advice, education and sales.

• A highly motivated, crew-focused leader that has demonstrated experience building strong team cultures.
• An open-minded and solution-oriented team player that enjoys building new capabilities and ways to work.
• Eight years of related experience in participant advice and/or financial consulting, including supervisory experience, strongly preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFP preferred.
• This job requires series 7, 63, 24, 65/66 regulatory license and/or registration (e.g. FINRA, state, SFC).