Senior Manager, UHNW Wealth Advisors

Do you enjoy developing experienced advisors to help them delight clients and create value Are you energized by shaping client engagement strategies coaching through complexity and influencing how a wealth management business evolves Are you looking for a leadership role where your judgment perspective and ability to develop others truly matter

As a UHNW Wealth Advisor Senior Manager youll lead a team of Senior Wealth Advisors serving highnetworth clients with $5M$15M in managed assets. Vanguards Wealth Management business stands apart through its clientfirst ownership structure longterm investment philosophy and ability to deliver a suite of solutions including planning investments estate planning and trust solutions private equity and more.

In this role youll bring that differentiated offer to life by coaching advisors strengthening client relationships and shaping how advisors engage their clients and manage their books of business. Youll partner closely across Wealth Management to influence strategy elevate the client experience and develop advisors who are confident thoughtful and deeply trusted by the families they serve.

This role is based in our Dallas Texas office follows a hybrid working model and offers relocationassistancefor candidates who live 50 miles away.

Responsibilities:

• Coach and support a team of Senior Wealth Advisors in the Dallas office helping them strengthen financial planning capabilities deepen client relationships and navigate complex client needs.

• Partner with advisors to thoughtfully design and execute client and bookofbusiness strategies that strengthen relationships improve retention and support sustainable growth through referrals and net new assets.

• Use strong financial planning and capital markets acumen to help advisors translate market conditions and client goals into clear practical strategies.

• Expand the impact of Vanguards new regional wealth management model with strategies that create high-impact virtual interactions as well as select in-person gestures and client engagements.

• Share insights from advisor and client experiences to help shape broader Wealth Management strategy and continuously improve how we serve clients.

• Navigate ambiguity with confidence leveraging your network and resources to get up to speed quickly while building community sharing perspectives and leading in a way thats authentic to you.

Qualifications:

• Demonstrated experience leading and developing financial advisors or other clientfacing professionals supported by 8 years of related financial services or advisory experience and a strong ability to coach mentor and elevate performance through consultative growth.

• Deep financial planning and capital markets expertise with the judgment and confidence to guide advisors and engage with clients through complex planning and investment decisions.

• Proven ability to strengthen client relationships and guide thoughtful bookofbusiness strategies that drive strong longterm client outcomes.

• Strategic thinking and business acumen with the ability to contribute to client and business strategy and influence how the Wealth Management business evolves.

• A selfdirected leadership approach with comfort operating in ambiguity learning quickly and leveraging relationships and resources to move work forward.

• Strong communication and influence skills with the ability to partner across teams and lead through change with clarity and empathy.

• Bachelors degree or equivalent combination of education and experience; advanced degrees welcomed.

• Certified Financial Planner (CFP) designation preferred.

• This job requires a regulatory license and/or registration (e.g. FINRA state SFC). These will be determined by Compliance based on rolespecific duties.

Special Factors

Sponsorship

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.