Vanguard

Manager, Financial Advisors

Dallas/Ft

Sponsorship not specifiedDetected 7 days ago

StatisticsComplianceProcess ImprovementHRLeadershipCollaborationMentoring

About the role

These clients typically hold advised assets ranging up to $5 million, and require highly personalized, strategic investment guidance.
Analyzes departmental statistics and prepares management reports.

Provides guidance and training as necessary to develop crew.
Manages a shared book of business with an emphasis on client enrollment, client satisfaction, and retention.
Supports advisors in analyzing and resolving client planning issues and developing solutions.
Supports management in staffing implementation and operational plans and changes to policies and procedures.
Serves as a resource for internal partners regarding all topics of financial planning.
Develops extensive knowledge of Vanguard funds, products, and services to help educate and guide clients.
Maintains extensive understanding of financial planning, capital markets, and the Financial Services industry.
Participates in special projects and performs other duties as assigned.
Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service.
Oversee client engagement strategies, ensuring that each advisor delivers tailored financial solutions aligned with the unique goals and legacy aspirations of high-net-worth individuals and families.

Five years related work experience in financial services. Supervisory experience preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFP 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.

Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

This listing is sourced directly from Vanguard's careers page and normalized into a canonical job model.