Duties and Responsibilities Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions i…
Skills: People Leadership, Sales Strategy, Lead Generation, Coaching, Performance Management
About Vanguard Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the …
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Data Analyst, Product & Distribution Strategy Analytics
Malvern, Pennsylvania, United States · Hybrid
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Skills: SQL, Tableau, Python, Data Science, Time-series Forecasting
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Skills: Change Management, Business Transformation, Process Improvement, Capacity Planning, Strategic Communication
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Senior Developer – Real Time Investment Data Systems
London, England, United Kingdom · Hybrid
Senior+
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About Vanguard Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the …
About Vanguard Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the …
About Vanguard Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the …
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Senior Manager, Head of Participant Consulting Enablement
Scottsdale, Arizona, United States · Hybrid
Senior+
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Full-time
bachelor degree, postgraduate degree
Posted 31d ago
~40 hrs/week
Responsibilities
The role involves supervising and coaching a retail sales crew to execute lead generation strategies and attract high-net-worth clients. The manager is also expected to personally participate in the sales process and manage a small book of cases.
Requirements
Candidates need at least five years of related work experience and an undergraduate degree, with a graduate degree preferred. Regulatory licenses such as FINRA Series 7, 66, or 24 are required based on specific duties.
Full job description
Duties and Responsibilities
Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
Oversees the execution of the sales and lead generation strategy for Retail, with a particular focus on attracting new high value and high net worth clients and generating advisor consultations among existing clients with an expressed interest in PAS.
Develops a culture of ever present coaching: is a student and teacher in the art of sales.Provides frequent and ongoing coaching of sales competencies and independent thinking skills to develop and grow their team to achieve specific business results.Recognizes special skills, highlights best in class abilities, provides analysis/feedback and suggest improvement to staff.Monitors sales crew inbound/outbound calls for coaching purposes.
Personally participates in the sales process.Expected to model the desired behaviors, activities and results.Answers inbound calls, initiates outbound calls and manages a small book of cases.
Assists in the development of business and sales related goals.Works with peers and sales professionals to monitor and communicate progress towards goals.Develops close working relationships with all appropriate internal partner groups.Drives team to convert inbound/outbound sales leads in order to achieve results.
Recognizes VOC, market trends, competitive offerings and opportunities for improvement.Develops and recommends changes to departmental policies, procedures and workflows to meet changing business needs.
Guides team to maximize opportunities and support the consultative sales model.Analyzes and resolves the most complex client issues, and reviews internal partner and client feedback.
Participates in special projects and performs other duties as assigned.
Qualifications
Minimum of five years related work experience. Previous people leadership experience preferred.
Prior experience in sales and business development organization preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
This job requires a regulatory license and/or registration 7, 66, 24 (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.
We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests.
For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed.
Community guidelines: vgi.vg/sgl1
Offices: 100 Vanguard Blvd, Valley Forge, PA 19482, US · 14321 N. Northsight Boulevard, Scottsdale, AZ 85260, US · Two North Falls Plaza, Charlotte, North Carolina 28217, US · 100 Vanguard Blvd, Malvern, PA 19355, US · 7900 Windrose Ave, Suite South Floor 10, Plano, Texas 75024, US
We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests.
For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed.
Community guidelines: vgi.vg/sgl1
Offices: 100 Vanguard Blvd, Valley Forge, PA 19482, US · 14321 N. Northsight Boulevard, Scottsdale, AZ 85260, US · Two North Falls Plaza, Charlotte, North Carolina 28217, US · 100 Vanguard Blvd, Malvern, PA 19355, US · 7900 Windrose Ave, Suite South Floor 10, Plano, Texas 75024, US