Senior Manager, Financial Consultants

GuideStone•Dallas, TX

13d•Hybrid

About The Position

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. The Senior Manager, Financial Consultants provides leadership, direction, and accountability for the financial consultant function, ensuring delivery of high-quality member engagement, guidance, and service outcomes. This role is responsible for driving performance, establishing operational direction, and executing business objectives that support member engagement and retention strategies. Operates with latitude to make decisions within defined objectives to achieve meaningful impact on business outcomes. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72).

Requirements

5+ years of relevant people leadership experience in financial services or client engagement roles
Bachelor’s degree or equivalent work experience required
Series 6 and 63 securities license or ability to obtain within 6 months
Experience leading and developing teams to achieve business objectives
Strong understanding of financial products, services, and applicable regulations
Ability to manage complex situations and competing priorities with sound judgment
Strong communication, organizational, and interpersonal skills

Responsibilities

Lead and develop a team of financial consultants to achieve defined business objectives related to member engagement and retention
Establish performance expectations, service standards, and accountability measures aligned to organizational goals
Monitor and manage performance outcomes, identifying trends and taking action to improve results
Oversee the execution of financial consultant activities to ensure consistency, quality, and efficiency across member interactions
Make operational decisions within defined business objectives to optimize resource allocation, outreach effectiveness, and service delivery
Drive consistency in processes, workflows, and service models to improve member experience and outcomes
Translate business strategies into actionable plans for the financial consultant function
Lead implementation of initiatives that drive member engagement, retention, and organizational objectives
Partner with cross-functional teams to align priorities and ensure successful execution of enterprise initiatives
Identify and implement opportunities to improve processes, enhance effectiveness, and increase impact of financial consultant activities
Utilize data and performance insights to guide decision-making and recommend improvements to leadership
Contribute to the evolution of engagement strategies through front-line insights and operational feedback