Summary
The Financial Consultant Manager leads a team of Financial Consultants focused on client engagement, advisor consultations, and business growth. This role is responsible for driving sales results, developing and coaching talent, and fostering a high-performing, client-focused culture. The manager partners closely with internal stakeholders to execute sales strategies, improve client outcomes, and support the acquisition and retention of high-value clients. In addition to leading the team, the manager actively participates in sales activities and serves as a role model for consultative selling and client engagement.
Responsibilities
Lead, coach, and develop a team of Financial Consultants by providing ongoing feedback, performance management, and career development support.
Execute sales and lead generation strategies focused on attracting high-value and high-net-worth clients and increasing advisor consultations.
Foster a culture of continuous coaching by developing sales competencies, consultative selling skills, and independent decision-making capabilities across the team.
Monitor inbound and outbound client interactions, providing actionable coaching and feedback to improve performance and results.
Actively participate in the sales process by handling client calls, initiating outreach, and managing a limited book of business.
Partner with peers and business leaders to establish, track, and communicate progress toward sales and business objectives.
Build and maintain strong relationships with internal partners to support business growth and client outcomes.
Analyze client feedback, market trends, competitive activity, and Voice of Client (VOC) insights to identify opportunities for improvement.
Resolve complex client issues and guide the team in delivering a consultative, client-focused experience.
Support departmental initiatives, special projects, and other duties as assigned.
Requirements:
Minimum of 5 years of related professional experience.
Prior people leadership experience, including coaching, performance management, and team development.
Experience in sales, business development, client acquisition, or a consultative sales environment.
Bachelor's degree or an equivalent combination of education and experience.
This position requires regulatory licensing and/or registration as determined by Compliance based on role-specific responsibilities.
Preferred:
Graduate degree.
Active FINRA Series 7, Series 66, and Series 24 licenses.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Skills Required
- Minimum of 5 years of related professional experience.
- Prior people leadership experience including coaching, performance management, and team development.
- Experience in sales, business development, client acquisition, or a consultative sales environment.
- Bachelor's degree or an equivalent combination of education and experience.
- Regulatory licensing and/or registration as determined by Compliance based on role-specific responsibilities.
- Graduate degree.
- Active FINRA Series 7, Series 66, and Series 24 licenses.
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
