Financial Consultant Manager

The Financial Consultant Manager leads a team of Financial Consultants focused on client engagement, advisor consultations, and business growth. This role is responsible for driving sales results, developing and coaching talent, and fostering a high-performing, client-focused culture. The manager partners closely with internal stakeholders to execute sales strategies, improve client outcomes, and support the acquisition and retention of high-value clients. In addition to leading the team, the manager actively participates in sales activities and serves as a role model for consultative selling and client engagement. @@HD@@ Responsibilities@@/HD@@ • Lead, coach, and develop a team of Financial Consultants by providing ongoing feedback, performance management, and career development support. • Execute sales and lead generation strategies focused on attracting high-value and high-net-worth clients and increasing advisor consultations. • Foster a culture of continuous coaching by developing sales competencies, consultative selling skills, and independent decision-making capabilities across the team. • Monitor inbound and outbound client interactions, providing actionable coaching and feedback to improve performance and results. • Actively participate in the sales process by handling client calls, initiating outreach, and managing a limited book of business. • Partner with peers and business leaders to establish, track, and communicate progress toward sales and business objectives. • Build and maintain strong relationships with internal partners to support business growth and client outcomes. • Analyze client feedback, market trends, competitive activity, and Voice of Client (VOC) insights to identify opportunities for improvement. • Resolve complex client issues and guide the team in delivering a consultative, client-focused experience. • Support departmental initiatives, special projects, and other duties as assigned.

• Graduate degree. • Active FINRA Series 7, Series 66, and Series 24 licenses.

@@HD@@ Sponsorship@@/HD@@ @@HD@@Vanguard is not offering visa sponsorship for this position. About Vanguard@@/HD@@ 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. @@HD@@ How We Work@@/HD@@ 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.