Practice Management Coach – Self-Directed Wealth Management

Vanguard

Practice Management Coach for Vanguard, enhancing SDWM metrics through leader coaching and business insights. Focused on performance improvement and effective leadership development.

Posted 7/29/2026full-timeMalvern • Arizona, North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership development capabilities, focusing on coaching, sales effectiveness, and practice management. Possesses a solid understanding of business metrics and performance data to drive team performance and achieve results.

Highest-signal resume keywords

Leadership DevelopmentCoaching CapabilitySales EffectivenessPerformance Data AnalysisRegulatory License (Series 7 and Series 63)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business Insights UtilizationPerformance Data AnalysisCoaching EngagementsSales TrainingPractice Management

Soft Skills

Team Performance ImprovementCommunication SkillsCoaching Skills

Certifications & Qualifications

Series 7Series 63FINRA LicenseState LicenseSFC Registration

Industry Keywords

Sales MetricsLeadership CoachingBusiness PracticesRegulatory ComplianceTraining Experience

About the role

Key responsibilities & impact

Partner with SDWM leaders to achieve or exceed key business metrics.
Coach leaders on the systems, behaviors, and business practices that drive improved team performance.
Utilize business insights and performance data to identify opportunities and accelerate results.
Conduct regular coaching engagements with aligned leaders to strengthen coaching capability and business acumen.
Design, facilitate, and support leadership development sessions focused on coaching, sales effectiveness, and practice management.

Requirements

What you’ll need

Five years related experience.
Three years of sales or training experience preferred.
Undergraduate degree or equivalent combination of training and experience.
Graduate degree preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC) determined by Compliance based on role-specific duties.
Specifically, this role will require the Series 7 and the Series 63. However, these may be obtained within 90 days of hire date.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible working hours
Paid time off
Professional development opportunities