Manager, Retail Sales Group

Vanguard•Malvern, PA

21d•Hybrid

About The Position

This role focuses on leading and developing a team of sales professionals within the Retail Sales Group. The Manager will be responsible for coaching, performance management, client engagement, strategic planning, and fostering a collaborative and innovative environment. The position involves overseeing the sales process, driving business growth, and ensuring high client satisfaction. The ideal candidate will have strong sales leadership experience, a passion for mentoring, a client-centric approach, and excellent problem-solving and communication skills.

Requirements

Minimum of five years related work experience.
Licenses required for the role: Series 7, 66, and 24.
Experience leading front-line crew.

Nice To Haves

Previous people leadership experience preferred.
Prior experience in sales and business development organization preferred.
Undergraduate degree or equivalent combination of training and experience.
Graduate degree preferred.
It is strongly preferred that applicants currently hold these licenses.
Sales management experience 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 Personal Advisor Services (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.
May need to interact with clients in specific scenarios where manager is necessary.
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.