Vanguard
Financial Services
VanguardSituationalAdvisor(VSA)Leader
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optimal for Lead candidates.
“Vanguard Situational Advisor (VSA) Leader at Vanguard. Skills: Sales, Advice, Education. Lead and develop advisory team. Hire team members”
Industry & Context.
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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