GuideStone
Senior Manager, Financial Consultants
Dallas, TX · Senior
Sponsorship not specifiedDetected 34 days ago
LeadershipCommunication
About the role
- We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.
- 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.
- Operates with latitude to make decisions within defined objectives to achieve meaningful impact on business outcomes.
Responsibilities
- Lead and develop a team of financial consultants to achieve defined business objectives related to member engagement and retention
- Monitor and manage performance outcomes, identifying trends and taking action to improve results
- 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
- 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
- Identify and implement opportunities to improve processes, enhance effectiveness, and increase impact of financial consultant activities
- This role is responsible for driving performance, establishing operational direction, and executing business objectives that support member engagement and retention strategies.
- Experience leading and developing teams to achieve business objectives
Requirements
- 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
- Strong understanding of financial products, services, and applicable regulations
Benefits
- We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
Company info
- We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees.
- What We Offer You!
Apply directly at GuideStone →Create a free account for alerts like thisView GuideStone immigration profile
This listing is sourced directly from GuideStone's careers page and normalized into a canonical job model.