Manager, Retail Sales Group
About The Position
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. 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.
Requirements
- Minimum of five years related work experience.
- This job requires a regulatory license and/or registration 7, 66, 24 (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
- Undergraduate degree or equivalent combination of training and experience.
Nice To Haves
- Previous people leadership experience preferred.
- Prior experience in sales and business development organization preferred.
- Graduate degree preferred.
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.
- Oversees the execution of the sales and lead generation strategy for Retail, with a particular focus on attracting new high value and high net worth clients and generating advisor consultations among existing clients with an expressed interest in PAS.
- Develops a culture of ever present coaching: is a student and teacher in the art of sales.
- Provides frequent and ongoing coaching of sales competencies and independent thinking skills to develop and grow their team to achieve specific business results.
- Recognizes special skills, highlights best in class abilities, provides analysis/feedback and suggest improvement to staff.
- Monitors sales crew inbound/outbound calls for coaching purposes.
- Personally participates in the sales process. Expected to model the desired behaviors, activities and results.
- Answers inbound calls, initiates outbound calls and manages a small book of cases.
- Assists in the development of business and sales related goals.
- Works with peers and sales professionals to monitor and communicate progress towards goals.
- Develops close working relationships with all appropriate internal partner groups.
- Drives team to convert inbound/outbound sales leads in order to achieve results.
- Recognizes VOC, market trends, competitive offerings and opportunities for improvement.
- Develops and recommends changes to departmental policies, procedures and workflows to meet changing business needs.
- Guides team to maximize opportunities and support the consultative sales model.
- Analyzes and resolves the most complex client issues, and reviews internal partner and client feedback.
- Participates in special projects and performs other duties as assigned.
Benefits
- hybrid working model
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
Associate degree
