Senior Manager, Head of Advice Practice Strategy

Scottsdale, AZ - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Responsibilities:

Hires evaluates and supervises a team of Practice Strategists. 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.
Builds deep relationships with leaders throughout the Advice ecosystem including across sites departments divisions and internal and external partners (e.g. CDAO DnA Marketing). This allows for holistic approach to shaping the advice business. Examples include aligning advisor and digital channels as well as advisor practices informing leadership insights.
Oversees the development and implementation of Practice Strategy book management distribution-related strategies as well as associated system/process development efforts. Works with aligned Advice Leaders in the implementation approach with an emphasis on effective change management associated with the delivery of each of these key bodies of work.
Manages key stakeholder relationships to ensure clarity and buy-in are obtained throughout the implementation of each body of work. Maintains close connections with Regional Directors and Senior Managers to enable early identification of challenges so that action can be taken to address.
Partners closely with AWM Client Health Senior Manager to ensure positive impact on the client experience and client financial outcomes (including tool/feature adoption to ensure delivery of the full breadth of the Advice offer). Develops targeted campaigns to address these gaps in feature/offer delivery to support advisors and leaders in increasing utilization of these offer components. Client retention NPS/CSAT and relationship growth (i.e. assets tools/features offer adoption) will be areas of particular focus for this leader as indicators of our perceived value with Advice clients.

Qualifications:

Minimum of eight years related business experience with at least four years of project/program management experience. Previous people-leadership experience preferred.
Undergraduate degree or equivalent combination of training and experience required.
Prior experience within the Advice business; CFP designation preferred.
Experience leading strategy consulting business transformation or targetoperatingmodel design in wealth/asset management.
Ability to leverage datadriven insightsanalytics forecasting and dashboardsto inform practice strategy and performance management.
Leading change across highly matrixed organizations with multiple partner groups (technology marketing compliance analytics product).
Excellent written verbal and presentation skills with the ability to influence senior management and articulate complex strategies clearly.

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:

Director

Responsibilities:Hires evaluates and supervises a team of Practice Strategists. 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 procedu...