Head of Learning and Development, Financial Advisory Services

August 13, 2019
August 13, 2019
Malvern, PA, US
Job Requisition #125728

Drive the future of sales learning

Serving as a leader, strategist and coach, you’ll design, build, and operationalize a new sales enablement function that provides end-to-end sales training and development within Financial Advisor Services (FAS).

At Vanguard, we deliver rare value to our clients by making sure every aspect of our business is focused on value too. As the Head of Learning & Development within our Financial Advisor Services division, you’ll develop the vision and strategy of a comprehensive end-to-end training and coaching program and set the tone for your team to ensure sales training priorities are met and well delivered. As part of the Sales Enablement team, you’ll use your strong leadership and relationship building savvy to develop and improve organizational functions in one of our largest and most profitable divisions, FAS. The FAS Division has $2T in assets and works with many of the largest financial institutions across all intermediary channels including Broker Dealers, Banks, Registered Investment Advisors, and Insurance companies.

In this newly developed and critical role, you’ll partner closely with Sales leadership, HR, vendors, and other partners to define and provide key resources for success.

In this role, you will:

  • Reinvent and own the FAS Learning & Development platform. Create the strong processes, coaching, tools, resources, and technology our salesforce needs to thrive. Be the advocate and voice for Learning and Development within the FAS organization and across the enterprise. Enhance the division through your influence on sales committees.
  • Become an influencer within FAS. Craft the vision and strategy of a comprehensive end-to-end training and coaching program and set the tone for your team to ensure sales training priorities are met and well delivered.
  • Align training programs based on data, such as sales and marketing strategic plans and the annual needs assessment, which you will spearhead. Appreciation for data analytics helps guide your decisions.
  • Drive content development and delivery. Determine the optimal mix of learning methods (i.e. coaching, job-shadowing, online training) using divisional, enterprise, and external resources.
  • Work with partner organizations to effectively incorporate and combine the best practices of training and coaching programs being used industry wide.
  • Hire, develop, and lead crew, building a strong team atmosphere. Conduct regular one-on-one meetings and providing mentorship, training and motivation as necessary to develop staff to help them reach their full potential.
  • Effectively communicate and deliver presentations to executive audiences.

Make an impact.

At Vanguard, we value community, camaraderie, and leaders who are adaptable and independent minded. Your extraordinary leadership and communication abilities will be invaluable, and your influence of key partners and relationship management skills help you get things done. FAS has 2 trillion AUM and is continues to grow. Use your past success in sales enablement and real passion for innovation in this dynamic environment to deliver top-notch results for your team, your clients, and your own personal success story.

What it takes

  • Minimum of 8 years related work experience in learning and development. Five years’ experience in education, instructional design or other related field, or equivalent practical experience.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • Experience with a variety of learning formats and approaches, including their benefits and constraints.
  • Proven skills in people leadership, strategic thinking, project management, and prioritizing work.
  • Superior organizational and interpersonal skills with demonstrated ability to collaborate successfully up, down, and sideways in the organization.
  • Excellent written and verbal communication skills, including strong presentation skills to senior management.
  • The ability to work in an dynamic and fast-paced environment.

Additional considerations

This role is available at our headquarters in Malvern, PA.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

August 13, 2019
August 13, 2019
Malvern, PA, US
Job Requisition #125728

Drive the future of sales learning

Serving as a leader, strategist and coach, you’ll design, build, and operationalize a new sales enablement function that provides end-to-end sales training and development within Financial Advisor Services (FAS).

At Vanguard, we deliver rare value to our clients by making sure every aspect of our business is focused on value too. As the Head of Learning & Development within our Financial Advisor Services division, you’ll develop the vision and strategy of a comprehensive end-to-end training and coaching program and set the tone for your team to ensure sales training priorities are met and well delivered. As part of the Sales Enablement team, you’ll use your strong leadership and relationship building savvy to develop and improve organizational functions in one of our largest and most profitable divisions, FAS. The FAS Division has $2T in assets and works with many of the largest financial institutions across all intermediary channels including Broker Dealers, Banks, Registered Investment Advisors, and Insurance companies.

In this newly developed and critical role, you’ll partner closely with Sales leadership, HR, vendors, and other partners to define and provide key resources for success.

In this role, you will:

  • Reinvent and own the FAS Learning & Development platform. Create the strong processes, coaching, tools, resources, and technology our salesforce needs to thrive. Be the advocate and voice for Learning and Development within the FAS organization and across the enterprise. Enhance the division through your influence on sales committees.
  • Become an influencer within FAS. Craft the vision and strategy of a comprehensive end-to-end training and coaching program and set the tone for your team to ensure sales training priorities are met and well delivered.
  • Align training programs based on data, such as sales and marketing strategic plans and the annual needs assessment, which you will spearhead. Appreciation for data analytics helps guide your decisions.
  • Drive content development and delivery. Determine the optimal mix of learning methods (i.e. coaching, job-shadowing, online training) using divisional, enterprise, and external resources.
  • Work with partner organizations to effectively incorporate and combine the best practices of training and coaching programs being used industry wide.
  • Hire, develop, and lead crew, building a strong team atmosphere. Conduct regular one-on-one meetings and providing mentorship, training and motivation as necessary to develop staff to help them reach their full potential.
  • Effectively communicate and deliver presentations to executive audiences.

Make an impact.

At Vanguard, we value community, camaraderie, and leaders who are adaptable and independent minded. Your extraordinary leadership and communication abilities will be invaluable, and your influence of key partners and relationship management skills help you get things done. FAS has 2 trillion AUM and is continues to grow. Use your past success in sales enablement and real passion for innovation in this dynamic environment to deliver top-notch results for your team, your clients, and your own personal success story.

What it takes

  • Minimum of 8 years related work experience in learning and development. Five years’ experience in education, instructional design or other related field, or equivalent practical experience.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • Experience with a variety of learning formats and approaches, including their benefits and constraints.
  • Proven skills in people leadership, strategic thinking, project management, and prioritizing work.
  • Superior organizational and interpersonal skills with demonstrated ability to collaborate successfully up, down, and sideways in the organization.
  • Excellent written and verbal communication skills, including strong presentation skills to senior management.
  • The ability to work in an dynamic and fast-paced environment.

Additional considerations

This role is available at our headquarters in Malvern, PA.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.

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