Manager, Retail Sales Group

About the role

Leads a team of crew in executing on the sales strategy for Vanguard's highest value clients and prospects.

Responsibilities

• Hires, evaluates, and supervises crew.
• Provides guidance and training 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, focusing on attracting new high value and high net worth clients and generating advisor consultations among existing clients with an expressed interest in PAS.
• Develops a culture of ever-present coaching: acts as both student and teacher in the art of sales.
• Provides frequent and ongoing coaching of sales competencies and independent thinking skills to grow the team and achieve specific business results.
• Recognizes special skills, highlights best-in-class abilities, provides analysis/feedback, and suggests improvements to staff.
• Monitors sales crew inbound/outbound calls for coaching purposes.
• Personally participates in the sales process, modeling desired behaviors, activities, and results.
• Answers inbound calls, initiates outbound calls, and manages a small book of cases.
• Assists in the development of business and sales-related goals.
• Works with peers and sales professionals to monitor and communicate progress toward goals.
• Develops close working relationships with all appropriate internal partner groups.
• Drives the team to convert inbound/outbound sales leads to achieve results.
• Recognizes voice of the customer (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 the 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.

Requirements

• Minimum of five years related work experience.
• 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.
• This job requires a regulatory license and/or registration (e.g., FINRA Series 7, 66, 24, state, or SFC), determined by Compliance based on role-specific duties.

Special Factors

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission: to work for the long-term financial wellbeing of our clients. To lead through products 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.