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

To learn more about the role, please sign up for the info session on Thursday, October 30 from 3:30 – 4:30 PM EST via the sign-up page

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 process—designing 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 tools—ensuring 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 work—through 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 teams—including 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 solutio