We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.
What We Offer You!We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
The Senior Manager, Financial Consultants provides leadership, direction, and accountability for the financial consultant function, ensuring delivery of high-quality member engagement, guidance, and service outcomes. This role is responsible for driving performance, establishing operational direction, and executing business objectives that support member engagement and retention strategies. Operates with latitude to make decisions within defined objectives to achieve meaningful impact on business outcomes.
We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72).
What You'll Do:
Functional Leadership & Performance Ownership
Lead and develop a team of financial consultants to achieve defined business objectives related to member engagement and retention
Establish performance expectations, service standards, and accountability measures aligned to organizational goals
Monitor and manage performance outcomes, identifying trends and taking action to improve results
Operational & Business Management
Oversee the execution of financial consultant activities to ensure consistency, quality, and efficiency across member interactions
Make operational decisions within defined business objectives to optimize resource allocation, outreach effectiveness, and service delivery
Drive consistency in processes, workflows, and service models to improve member experience and outcomes
Strategic Execution & Business Alignment
Translate business strategies into actionable plans for the financial consultant function
Lead implementation of initiatives that drive member engagement, retention, and organizational objectives
Partner with cross-functional teams to align priorities and ensure successful execution of enterprise initiatives
Continuous Improvement & Insight Generation
Identify and implement opportunities to improve processes, enhance effectiveness, and increase impact of financial consultant activities
Utilize data and performance insights to guide decision-making and recommend improvements to leadership
Contribute to the evolution of engagement strategies through front-line insights and operational feedback
What You'll Need
5+ years of relevant people leadership experience in financial services or client engagement roles
Bachelor’s degree or equivalent work experience required
Series 6 and 63 securities license or ability to obtain within 6 months
Experience leading and developing teams to achieve business objectives
Strong understanding of financial products, services, and applicable regulations
Ability to manage complex situations and competing priorities with sound judgment
Strong communication, organizational, and interpersonal skills
#LI-Hybrid
#LI-HM1
Skills Required
- 5+ years of people leadership experience in financial services or client engagement roles
- Bachelor's degree or equivalent work experience
- Series 6 and Series 63 securities license or ability to obtain within 6 months
- Experience leading and developing teams to achieve business objectives
- Strong understanding of financial products, services, and applicable regulations
- Ability to manage complex situations and competing priorities with sound judgment
- Strong communication, organizational, and interpersonal skills
What We Do
GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas. Do well. We strive to do well, to do our jobs with excellence. Our goal is to enhance our participants' financial security and to give our participants peace of mind today and confidence about tomorrow. Do right. We strive to do right, to make integrity an integral part of our work. We believe that doing what's right matters. That consulting our consciences and acting on our beliefs is an essential component of developing financial solutions and investment options. Follow for access to helpful resources about retirement, insurance, personal finance and more.
