Senior Manager, Financial Consultants

Posted Yesterday
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Dallas, TX, USA
In-Office
Senior level
Financial Services
The Role
Lead and develop a team of financial consultants to drive member engagement, retention, and service quality. Set performance expectations, manage operations and workflows, translate strategy into actionable plans, implement initiatives, partner cross-functionally, and use data to identify improvements and optimize outcomes.
Summary Generated by Built In
Experience GuideStone!

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
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The Company
HQ: Dallas, TX
534 Employees
Year Founded: 1918

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.

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