Manager, Retail Sales Group

About the role

Vanguard seeks a Manager, Retail Sales Group to join our dynamic team. Reporting to the Director of Retail Sales, this role oversees the execution of the sales and lead generation strategy for Retail, focusing on attracting high-value clients and generating advisor consultations.

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 HR policies.
• Oversees the execution of the sales and lead generation strategy for Retail, with a particular focus 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: is a student and teacher in the art of sales. Provides frequent and ongoing coaching of sales competencies and independent thinking skills to develop and grow the team to achieve specific business results. Recognizes special skills, highlights best in class abilities, provides analysis/feedback and suggests improvement to staff. Monitors sales crew inbound/outbound calls for coaching purposes.
• Personally participates in the sales process. Expected to model the 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 towards goals. Develops close working relationships with all appropriate internal partner groups. Drives team to convert inbound/outbound sales leads in order to achieve results.
• Recognizes 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 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.

Qualifications

• 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 7, 66, 24 (e.g. FINRA, state, SFC).

Special Factors

Sponsorship: 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 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.

Empowered to learn, grow, and thrive

Rajesh D., Akua A., Diane T., Kelly P., Megan M., Rehana V. - Each of these individuals shares their experiences and insights about what it means to work at Vanguard. They highlight the importance of a supportive, inclusive culture, continuous learning, and the impact of their work on both their personal and professional lives.