Senior Manager, Broker Dealer Hybrid Sales
Senior Manager, Broker Dealer Hybrid Sales
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Salary Not Disclosed
1 Vacancy
Job Description
Leads and inspires a high-performing team of hybrid sales professionals within Vanguards dynamic Broker Dealer channel fueling growth and innovation for a key rapidly evolving broker-dealer partner. This team thrives on building meaningful advisor relationships through strategic insight-driven engagementstrengthening partnerships and driving long-term value.
Serves as a strategic leader and relationship architect collaborating with others to shape the direction of this high-impact partnership. Contributes to firm-wide strategy offer development and distribution execution while empowering the sales team to expand reach and deepen influence across the advisor footprint.
Core 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.
- Drives team to achieve sales and retention goals through targeted prospecting activities.
- Sets strategic sales approach which includes tracking and measuring of key performance metrics. Oversees sales process and ensures that sales executives are effectively executing the sales strategy to achieve established sales goals including identification of new business relationships and segmentation strategy.
- Collaborates with peers and colleagues to ensure coordination of client trends thought leadership and development of valuable and timely advisor solutions to the marketplace.
- Maintains an in-depth understanding of compliance and risk regulatory and departmental policies and procedures. Ensures the team operates within the set of guidelines.
- Monitors sales executive calls for coaching and compliance purposes. Occasional travel may be required to monitor in-person meetings by sales executives.
- Develops and continues to improve service model for defined segment within intermediary channel. Assesses client needs and behavior as a basis for recommending service enhancements.
- Participates and actively contributes to the annual business planning process and long-term strategic direction.
- Participates in special projects and performs other duties as assigned.
Qualifications
Eight years related work experience. Five years of sales experience preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Progress towards MBA CFA CIM 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 dont just have a missionwere 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.
Required Experience:
Senior Manager
Employment Type
Full-Time
