SummaryThe 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.
Responsibilities - 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.
Requirements:
- Minimum of 5 years of related professional experience.
- Prior people leadership experience, including coaching, performance management, and team development.
- Experience in sales, business development, client acquisition, or a consultative sales environment.
- Bachelor's degree or an equivalent combination of education and experience.
- This position requires regulatory licensing and/or registration as determined by Compliance based on role-specific responsibilities.
Preferred: - Graduate degree.
- Active FINRA Series 7, Series 66, and Series 24 licenses.
Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.
