Senior Manager, Concierge & Education Consulting Leader

Posted:
8/3/2026, 1:42:47 AM

Location(s):
Scottsdale, Arizona, United States ⋅ Charlotte, North Carolina, United States ⋅ Pennsylvania, United States ⋅ Malvern, Pennsylvania, United States ⋅ North Carolina, United States ⋅ Arizona, United States

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Consulting ⋅ Sales & Account Management

Workplace Type:
Hybrid

Pay:
$128k–$200k/yr

Core Responsibilities

  • Build, lead, and develop a new enablement team of trainers and coaches supporting the growth and effectiveness of consultants, advisors and specialists.
  • Build the consulting enablement roadmap and operating model from the ground up, aligning onboarding, training, coaching, lead generation, tools, and measurement to PC&E’s strategy, growth priorities, and partnership with PW.
  • Design and deliver onboarding that accelerates time-to-productivity, including pre-boarding, first 30/60/90-day plans, role clarity, tools and process training, consulting fundamentals, and shadowing or apprenticeship experiences.
  • Create a comprehensive training curriculum across participant engagement, discovery, solution positioning, referral quality and consultative conversation skills. Build certification paths and practical assessments to validate proficiency.
  • Identify, implement, and sustain the engagement/sales system for PC&E, equipping leaders and consultants with common language, repeatable playbooks, observable behaviors, and coaching routines that improve consistency and effectiveness.
  • Own lead generation, referral coaching, and funnel effectiveness, partnering across PC&E, PW and Participant Services to improve lead quality, referral handoffs, first-meeting readiness, follow-up discipline, and conversion through each stage of the funnel.
  • Build, implement, and maintain the enablement technology and content ecosystem, including playbooks, templates, talk tracks, proposal tools, learning assets, and a learning/content platform that integrates into how teams work.
  • Evaluate and manage enablement vendor relationships, including potential platforms such as Allego, ensuring tools support scalable onboarding, skill practice, coaching, content access, analytics, and continuous reinforcement.
  • Measure effectiveness and drive continuous improvement. Define success metrics; monitor time-to-ramp, training completion, proficiency, lead quality, referral volume, stage conversion, and field feedback; and use insights to refine programs and improve performance.
  • Performs other duties and special projects as assigned.

What the role offers:

  • Working with an awesome growing team in PC&E and PFS.
  • Opportunity to build a critical new function and contribute meaningfully to enterprise initiatives.
  • Ability to work with cross-departmental partners.
  • Be at the intersection of growth, performance and experience. 

What the ideal candidate looks like:

  • Proven leader with a track record of driving measurable outcomes through enterprise partnership, cross-functional collaboration, and influence across senior stakeholders.
  • Executive-level communicator with strong verbal, facilitation, and presentation skills; able to translate strategy into clear priorities, expectations, and action for diverse audiences.
  • Comfortable leading through ambiguity and transformation, with the tenacity to move opportunities from concept to disciplined execution and measurable impact.
  • Willing and able to engage directly with teams across sites and markets, using field observations, coaching, and feedback loops to strengthen leader and consultant effectiveness.
  • Demonstrates strong ownership and judgment, proactively identifying opportunities to improve the crew, consultant, and participant experience while advancing business outcomes.
  • Anticipates risks, elevates issues with clarity, and drives timely resolution through practical recommendations and accountable follow-through.
  • Models the leadership behaviors required to build a high-performing, inclusive, and accountable enablement function.
  • Exhibits professional maturity, resilience, and calm decision-making when navigating change, headwinds, or competing priorities.
  • Demonstrates a growth mindset by actively seeking feedback, acting on insight, and building the same learning orientation across the team.
  • Uses candor and sound judgment to surface challenges, frame trade-offs, and move partners toward solutions.
  • Balances stakeholder needs with strategic prioritization, making clear choices that align resources to the highest-impact work.
  • Creates a culture of accountability by setting clear expectations and holding crew, peers, and business partners responsible for commitments and outcomes.

Qualifications

  • 8+ years of experience in enablement, consulting, sales training, revenue operations, or a related field; including leadership experience building programs from the ground up.
  • Bachelor’s degree or equivalent practical experience; advanced degree a plus.
  • Series 7, 63, 24, 65/66 FINRA licenses
  • Demonstrated ability to design onboarding, curricula, and coaching programs that change behavior and improve pipeline and revenue outcomes; strong facilitation skills for live and virtual audiences.
  • Deep understanding of consulting sales motions (prospecting through close) and pipeline generation practices, including messaging, discovery, qualification, and follow-up discipline.
  • Exceptional stakeholder management—able to influence senior leaders, align cross-functional partners (Sales, Marketing, Ops), and earn trust with a fast-growing field organization.
  • Data-informed and operationally rigorous—comfortable defining metrics, and using insights to continuously improve programs.
  • Ability to travel extensively between Vanguard sites

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.