Senior Manager, Participant Consulting Enablement

Role Overview

• 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
• Perform other duties and special projects assigned

Requirements

• 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

Benefits

• Opportunity to build a critical new function and contribute meaningfully to enterprise initiatives
• Ability to work with cross-departmental partners
• Working with an awesome growing team