Do you enjoy developing experienced advisors to help them delight clients and create value? Are you energized by shaping client engagement strategies, coaching through complexity, and influencing how a wealth management business evolves? Are you looking for a leadership role where your judgment, perspective, and ability to develop others truly matter?
As a UHNW Wealth Advisor, Senior Manager you’ll lead a team of Senior Wealth Advisors serving high‑net‑worth clients with $5M–$15M in managed assets. Vanguard’s Wealth Management business stands apart through its client‑first ownership structure, long‑term investment philosophy, and ability to deliver a suite of solutions including planning, investments, estate planning and trust solutions, private equity, and more.
In this role, you’ll bring that differentiated offer to life by coaching advisors, strengthening client relationships, and shaping how advisors engage their clients and manage their books of business. You’ll partner closely across Wealth Management to influence strategy, elevate the client experience, and develop advisors who are confident, thoughtful, and deeply trusted by the families they serve.
This role is based in our Dallas, Texas office, follows a hybrid working model, and offers relocation assistance for candidates who live 50+ miles away.
Responsibilities:
Coach and support a team of Senior Wealth Advisors in the Dallas office, helping them strengthen financial planning capabilities, deepen client relationships, and navigate complex client needs.
Partner with advisors to thoughtfully design and execute client and book‑of‑business strategies that strengthen relationships, improve retention, and support sustainable growth through referrals and net new assets.
Use strong financial planning and capital markets acumen to help advisors translate market conditions and client goals into clear, practical strategies.
Expand the impact of Vanguard’s new regional wealth management model with strategies that create high-impact virtual interactions as well as select in-person gestures and client engagements.
Share insights from advisor and client experiences to help shape broader Wealth Management strategy and continuously improve how we serve clients.
Navigate ambiguity with confidence, leveraging your network and resources to get up to speed quickly, while building community, sharing perspectives, and leading in a way that’s authentic to you.
Qualifications:
Demonstrated experience leading and developing financial advisors or other client‑facing professionals, supported by 8+ years of related financial services or advisory experience and a strong ability to coach, mentor, and elevate performance through consultative growth.
Deep financial planning and capital markets expertise, with the judgment and confidence to guide advisors and engage with clients through complex planning and investment decisions.
Proven ability to strengthen client relationships and guide thoughtful book‑of‑business strategies that drive strong, long‑term client outcomes.
Strategic thinking and business acumen, with the ability to contribute to client and business strategy and influence how the Wealth Management business evolves.
A self‑directed leadership approach, with comfort operating in ambiguity, learning quickly, and leveraging relationships and resources to move work forward.
Strong communication and influence skills, with the ability to partner across teams and lead through change with clarity and empathy.
Bachelor’s degree or equivalent combination of education and experience; advanced degrees welcomed.
Certified Financial Planner (CFP®) designation preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role‑specific duties.
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
- Demonstrated experience leading and developing financial advisors or other client-facing professionals
- 8+ years of related financial services or advisory experience
- Deep financial planning and capital markets expertise
- Proven ability to strengthen client relationships
- Bachelor's degree or equivalent combination of education and experience
- Certified Financial Planner (CFP®) designation preferred
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.
