Vanguard

Financial Services

VanguardSituationalAdvisor(VSA)Leader

$175–250k ~AI est. Charlotte, North Carolina, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Lead candidates.

The Brief

“Vanguard Situational Advisor (VSA) Leader at Vanguard. Skills: Sales, Advice, Education. Lead and develop advisory team. Hire team members”

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving

What They're Looking For.

Must Have

Eight years of related experience, Supervisory experience, Series 7, 63, 24, 65/66 regulatory license and/or registration

Nice to Have

Graduate degree, CFP

What You'll Do.

Lead and develop advisory team

Provide ongoing feedback

Create inclusive team setting

Set clear performance expectations

Make compensation recommendations

Drive participant outcomes

Drive business outcomes

Understand in-plan solutions

Understand out-of-plan solutions

Understand appointment availability

Ensure consistent service quality

Ensure effective follow-through

Elevate planning quality

Elevate problem-solving

Support advisors in analyzing needs

Resolve advisor issues

Translate insights into solutions

Contribute to business planning

Contribute to departmental priorities

Contribute to strategic initiatives

Develop departmental policies

Influence departmental policies

Implement departmental policies

Communicate internal developments

Communicate industry developments

Support organization evolution

Support change management

Build trusted partnerships

Cultivate relationships with stakeholders

Serve as visible leader

Maintain deep knowledge of products

Maintain deep knowledge of funds

Maintain deep knowledge of services

Maintain deep knowledge of financial planning

Maintain deep knowledge of capital markets

Maintain deep knowledge of financial services

Share expertise with partners

Lead special projects

Improve client experience

Support business needs

How You'll Work.

Team & Collaboration

Cross-departmental partners; Workplace organizations; Personal Wealth organizations

Full Job Description

**What you’ll do** * **Lead and develop a high-performing advisory team** by hiring, coaching, training, and providing ongoing feedback; creating an inclusive and collaborative team culture; setting clear performance expectations; and making compensation recommendations aligned to Human Resources policies and procedures. * **Drive participant and business outcomes** by ensuring a deep understanding of in-plan and out-of-plan solutions, strong appointment availability, consistent service quality, and effective follow-through that supports strong participant financial well-being. * **Elevate planning quality and problem-solving** by supporting advisors in analyzing participant retirement planning needs, resolving issues, and translating insights into practical, participant-centered solutions. * **Influence and execute strategy** by contributing to annual business planning, departmental priorities, and long-term strategic initiatives that strengthen the VSA service and operating model. * **Shape how work gets done** by developing, influencing, and implementing departmental policies and procedures; communicating internal and industry developments quickly and accurately; and supporting organization evolution and change management at the department level. * **Build trusted partnerships** by cultivating close relationships with internal and external stakeholders and serving as a visible leader within the Workplace and Personal Wealth organizations. * **Serve as a planning resource** by maintaining deep knowledge of Vanguard products, funds, services, financial planning, capital markets, and the broader financial services industry; sharing expertise with internal partners as needed. * **Lead special projects** and other initiatives that advance the team, improve the client experience, or support business needs. **What the role offers:** * Working with an awesome extended leadership team in Participant Consulting & Education. * Opportunity to evolve and scale a critical offe

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