Financial Consultant Manager

Summary  

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.

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 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.