Job Description

We’re seeking a collaborative and growth-minded leader to manage a team of Advisors in Vanguard's Mass Affluent space. This role focuses on developing advisor talent through coaching, performance management, and strategic support to drive client outcomes. The manager will foster a culture of continuous learning, accountability, and excellence while partnering across the business to support evolving needs. Success in this role depends on strong relationship-building, a commitment to team development, and the ability to guide others through change.

Responsibilities:

• Lead and develop a team of IC5 Mass Affluent Advisors through coaching, performance management, and goal setting
• Hire and onboard advisor talent, partnering with HR to build a strong pipeline for Personal Wealth.
• Manage a shared book of business with a focus on client enrollment, satisfaction, and retention.
• Provide ongoing feedback and support to Advisors, identifying trends and driving continuous improvement.
• Collaborate across Personal Wealth teams to enhance policies, staffing plans, and operational processes
• Offer technical guidance on financial planning and assist Advisors in resolving client issues.
• Support audit and control processes, ensuring compliance with regulatory standards.
• Champion change management initiatives and resolve escalated issues
• Contribute to special projects and evolving business needs as assigned

Qualifications:

• Undergraduate degree or equivalent combination of training and experience; advanced degree preferred.
• This job requires the SIE, Series 7,63, & 66 (or equivalent, or ability to obtain within 120 days) regulatory license and/or registration (e.g., FINRA, state, SFC). These will be determined by Compliance based on role specific requirements and responsibilities.
• Proven ability to coach and develop others to drive outcomes.
• Comfortable managing projects or workstreams from start to finish.
• Able to lead through change and ambiguity as the business evolves.
• Quick learner who thrives in a fast-paced environment.

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.

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.