- Location
- Dallas, TX, United States of America
- Type
- Full-time
- Department
- Finance
- Seniority
- Manager
- Education
- Bachelor
- Visa
- Not sponsored
- Source
- Workday
Description
In this leadership role, you will:
Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service.
Oversee client engagement strategies, ensuring that each advisor delivers tailored financial solutions aligned with the unique goals and legacy aspirations of high-net-worth individuals and families.
Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
Drive business growth by identifying opportunities to deepen client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights.
Ensure regulatory compliance and uphold Vanguard’s fiduciary standards in all client interactions and advisory practices.
This role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs.
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.
- Participates in business planning. Analyzes departmental statistics and prepares management reports. Uses data to monitor problems and measure success of the team and the business. Identifies opportunities and executes solutions.
- Manages a shared book of business with an emphasis on client enrollment, client satisfaction, and retention.
- Supports advisors in analyzing and resolving client planning issues and developing solutions.
- Regularly provides feedback and coaching to advisors. Identifies opportunities for process improvement and recommends changes to procedures at the departmental level to meet changing business needs.
- Communicates internal and industry developments to crew within department quickly and accurately.
- Supports management in staffing implementation and operational plans and changes to policies and procedures.
- Serves as a resource for internal partners regarding all topics of financial planning. Develops extensive knowledge of Vanguard funds, products, and services to help educate and guide clients. Maintains extensive understanding of financial planning, capital markets, and the Financial Services industry.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Five years related work experience in financial services. Supervisory experience preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- CFP preferred.
- This job requires a regulatory license and/or registration (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.
