Talent.com
Senior Manager, Head of Sales Process & Efficiency-Financial Advisor Services
Senior Manager, Head of Sales Process & Efficiency-Financial Advisor ServicesVanguard • Malvern, PA, US
serp_jobs.error_messages.no_longer_accepting
Senior Manager, Head of Sales Process & Efficiency-Financial Advisor Services

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

Vanguard • Malvern, PA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Senior Manager, Head Of Sales Process & Efficiency

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 processdesigning 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 toolsensuring 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.

Summary

We're looking for a strategic operator who understands the mechanics of high-performing sales organizations. You've led process transformation in asset management, wealth, or financial advisor services environments and know how to balance efficiency with experience. You bring a systems mindset, a collaborative spirit, and a passion for enabling sales teams to do their best workthrough smarter processes, better tools, and aligned infrastructure.

You Will Bring :

  • 10+ years of leadership experience in sales operations, process design, distribution strategy, or field enablement.
  • Proven success in optimizing sales processes for advisor-facing teamsincluding 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.
  • Special Factors

    Sponsorship

    Vanguard is not offering visa sponsorship for this position.

    About Vanguard

    At Vanguard, we don't just have a missionwe'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.

    serp_jobs.job_alerts.create_a_job

    Head Of Sales • Malvern, PA, US

    Job_description.internal_linking.related_jobs
    Remote Financial Manager - AI Trainer ($150 per hour)

    Remote Financial Manager - AI Trainer ($150 per hour)

    Mercor • Wilmington, Delaware, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Business Development Manager - Broadline Food Service

    Business Development Manager - Broadline Food Service

    Solenis LLC • Wilmington, DE, United States
    serp_jobs.job_card.full_time
    Solenis is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial, institutional, food and bever...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Head of Testing Consumer and Community Banking (Managing Director)

    Head of Testing Consumer and Community Banking (Managing Director)

    JPMorgan Chase • Wilmington, DE, US
    serp_jobs.job_card.full_time
    Head Of Testing For Consumer And Community Banking.Join as the Head of Testing for Consumer and Community Banking and help to ensure regulatory adherence while playing a pivotal role in shaping the...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Collections Strategy Manager - Auto

    Collections Strategy Manager - Auto

    OneMain Financial • WILMINGTON, Delaware, United States
    serp_jobs.job_card.full_time +1
    OneMain Financial is seeking a experienced Collections Strategy Manager to drive transformation and integration initiatives within our Auto Product Team. The Collections Strategy Manager is responsi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Manager, Sales Operations

    Senior Manager, Sales Operations

    Incyte Corporation • Chadds Ford, PA, United States
    serp_jobs.job_card.full_time
    Incyte is a biopharmaceutical company focused on the discovery, development, and commercialization of novel medicines to meet serious unmet medical needs in oncology and inflammation and autoimmuni...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Loan Documentation & Processing Senior People Manager - Vice President

    Loan Documentation & Processing Senior People Manager - Vice President

    Citigroup • New Castle, DE, US
    serp_jobs.job_card.full_time
    Loan Documentation & Processing Senior People Manager.The Loan Documentation & Processing Senior People Manager accomplishes results through the management of professional team(s) and department(s)...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr. Business Development Manager of Broker Service

    Sr. Business Development Manager of Broker Service

    Wilmington Savings Fund Society • Wilmington, Delaware, United States
    serp_jobs.job_card.full_time
    Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolut...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Product Manager – PFAS Treatment Systems

    Product Manager – PFAS Treatment Systems

    Keystone Clearwater Solutions • West Chester, Pennsylvania, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Sentinel is seeking a Product Manager to lead the strategy, development, improvement, and lifecycle management of our Polymer Vessel, Treatment Skid, and Pilot Test Product Lines.This role blends t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Engineering Leader - Custom Products

    Engineering Leader - Custom Products

    MillerKnoll • East Greenville, Pennsylvania, United States
    serp_jobs.job_card.full_time
    Why join us? Our purpose is to design for the good of humankind.It's the ideal we strive toward each day in everything we do. Being a part of MillerKnoll means being a part of something larger than ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Deal Advisory Senior Manager

    Deal Advisory Senior Manager

    Delaware Staffing • Wilmington, DE, US
    serp_jobs.job_card.full_time
    Cherry Bekaert delivers innovative advisory, assurance, and tax services to clients.We create shared success through teamwork, energy, and expertise. To support the continued growth of our Deal Advi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    M&T Bank • Wilmington, DE, US
    serp_jobs.job_card.full_time
    Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the d...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Solutions Architect

    Senior Solutions Architect

    firstPRO, Inc • Exton, PA, US
    serp_jobs.job_card.full_time
    The Senior Solution Architect, D&T — Plan to Produce partners with Quality and Operations to define, design, and deliver technology-enabled solutions across the Plan-to-Make workstream.Th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Manager, Category Management

    Senior Manager, Category Management

    Capital One • Wilmington, DE, US
    serp_jobs.job_card.full_time +1
    Senior Manager, Category Management.At Capital One, we dare to dream, disrupt and deliver a better way.Our goal is simple bring ingenuity, simplicity and humanity to an industry ripe for change.We...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Senior Wealth Advisor : Growth & Client Experience Lead

    Senior Wealth Advisor : Growth & Client Experience Lead

    M&T Bank Corporation • Wilmington, DE, United States
    serp_jobs.job_card.full_time
    A prominent financial institution is seeking a Wealth Advisor in Wilmington, Delaware.This role involves leading client relationship teams, developing sales strategies, and managing client relation...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Automotive Sales / Finance / Desk Manager - Elkton Ford

    Automotive Sales / Finance / Desk Manager - Elkton Ford

    HERTRICH Family of Automobile Dealerships • Elkton, MD, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Elkton, MD 21921 / Contact 302-648-JOBS (5627) with any questions.Join Our Winning Team as an Experienced Automotive Sales / Finance / Desk Manager!. The Hertrich Family of Automobile Dealerships is ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Senior Customer Support Manager

    Senior Customer Support Manager

    VirtualVocations • Newark, Delaware, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Manager, Global Customer Support.Key Responsibilities Manage and mentor a team of support professionals to ensure high-quality customer interactions Oversee sup...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Manager, Head of Operation Client Relationships-Financial Advisor Services

    Senior Manager, Head of Operation Client Relationships-Financial Advisor Services

    Vanguard Group, Inc. • Malvern, PA, United States
    serp_jobs.job_card.full_time
    At Vanguard, we are reimagining how we engage with financial advisors and the home office, custodians and platforms that serve them. Head of Operation Client Relationships.Financial Advisor Services...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Technical Account Manager

    Senior Technical Account Manager

    Relativity • Wilmington, DE, United States
    serp_jobs.job_card.full_time
    The Technical Account Management Team proactively supports our customers in meeting their goals and overcoming any technical challenges encountered using the Relativity suite of products.As a membe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted