Financial Advisor Manager

Responsibilities

Team Leadership & Development

• Lead, coach, and mentor a team of Financial Advisors serving HNW clients ($2M-$5M in assets)
• Provide ongoing performance feedback, career development support, and coaching to enhance advisory capabilities
• Foster a collaborative, high-performing culture that emphasizes accountability, partnership, and continuous development
• Serve as a positive and resilient change agent, driving adoption of new tools, processes, and business strategies

Client Strategy & Advice Delivery

• Ensure advisors deliver high-quality, personalized financial advice and complex portfolio management
• Supervise & Oversee client engagement strategies, including initial consultations, financial planning, and ongoing relationship management. Foster an environment of adherence to risk and controls.
• Guide advisors in assessing client goals, risk tolerance, and planning needs to develop tailored investment strategies
• Promote a client-first approach, ensuring consistent delivery of a high-touch, digitally enabled client experience

Business & Book of Business Management

• Support advisors in effectively managing and growing books of business with a focus on client satisfaction, loyalty, and retention
• Monitor key performance metrics, including client outcomes, engagement, and asset growth
• Partner with leadership to execute strategic initiatives aligned with business objectives and market opportunities

Client Relationship & Experience Excellence

• Ensure advisors maintain deep, trust-based relationships through proactive outreach and ongoing financial guidance
• Reinforce the role of advisor as a behavioral coach, financial planner, and relationship manager
• Drive consistency in delivering proactive advice to help clients stay focused on their long-term financial goals

Qualifications

• CFP® designation preferred
• Series 7 and 63 or 66 and 24 (or ability to obtain within 3 months of hire)
• Minimum 5+ years of financial advisory experience , including:
  • Financial planning and investment strategy development
  • Book of business and relationship management
• Demonstrated success managing client relationships with strong satisfaction and loyalty outcomes
• Prior leadership, coaching, or mentorship experience preferred
• Deep understanding of financial planning, investment management, and regulatory requirements
• Proven ability to manage priorities, drive results, and lead through change
• Strong collaboration and partnership skills across teams and stakeholders

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.

Client-provided location(s): Malvern, PA

Job ID: Vanguard-179286

Employment Type: FULL_TIME

Posted: 2026-06-27T20:22:09