About this role
We’re seeking a collaborative and growth-minded leader to manage a team of Advisors in Vanguard's Mass Affluent space. This role focuses on developing advisor talent through coaching, performance management, and strategic support to drive client outcomes. The manager will foster a culture of continuous learning, accountability, and excellence while partnering across the business to support evolving needs. Success in this role depends on strong relationship-building, a commitment to team development, and the ability to guide others through change.
Responsibilities:
• Lead and develop a team of IC5 Mass Affluent Advisors through coaching, performance management, and goal setting • Hire and onboard advisor talent, partnering with HR to build a strong pipeline for Personal Wealth. • Manage a shared book of business with a focus on client enrollment, satisfaction, and retention. • Provide ongoing feedback and support to Advisors, identifying trends and driving continuous improvement. • Collaborate across Personal Wealth teams to enhance policies, staffing plans, and operational processes • Offer technical guidance on financial planning and assist Advisors in resolving client issues. • Support audit and control processes, ensuring compliance with regulatory standards. • Champion change management initiatives and resolve escalated issues • Contribute to special projects and evolving business needs as assigned
Qualifications:
• Undergraduate degree or equivalent combination of training and experience; advanced degree preferred. • This job requires the SIE, Series 7,63, & 66 (or equivalent, or ability to obtain within 120 days) regulatory license and/or registration (e.g., FINRA, state, SFC). These will be determined by Compliance based on role specific requirements and responsibilities. • Proven ability to coach and develop others to drive outcomes. • Comfortable managing projects or workstreams from start to finish. • Able to lead through change and ambiguity as the business evolves. • Quick learner who thrives in a fast-paced environment. 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.