Vanguard
Financial Services
Manager,RetailSalesGroup
Neural analysis suggests this role is
optimal for Manager candidates.
“Manager, Retail Sales Group at Vanguard. Skills: Sales leadership, Team development, Client engagement. Coach and mentor sales professionals. Refine sales skills”
What You'll Achieve.
Meet and exceed targets; Achieve business results
Industry & Context.
Problem solving; Analytical abilities; Issue resolution
No visa sponsorship
What They're Looking For.
Must Have
Minimum of five years related work experience, Series 7, 66, and 24 licenses
Nice to Have
Previous people leadership experience, Prior experience in sales and business development, Graduate degree, Hold Series 7, 66, and 24 licenses, Sales management experience
What You'll Do.
Coach and mentor sales professionals
Manage book of business
Set clear goals and expectations
Provide regular feedback
Oversee team interactions with prospects and clients
Connect clients to financial solutions
Develop and implement strategies
Optimize team performance
Drive business growth
Foster a collaborative environment
Promote teamwork and knowledge sharing
Lead onboarding process for new apprentices
Prepare apprentices for success
Identify and resolve team issues
Ensure smooth operations
Ensure high client satisfaction
Encourage creative thinking
Implement innovative approaches
Provide guidance and training
Set performance standards
Make compensation decisions
Oversee execution of sales strategy
Oversee lead generation strategy
Attract new high value clients
Attract high net worth clients
Generate advisor consultations
Develop a culture of coaching
Teach the art of sales
Provide ongoing coaching
Develop team to achieve business results
Recognize special skills
Highlight best in class abilities
Provide analysis and feedback
Suggest improvement to staff
Monitor sales crew inbound/outbound calls
Participate in the sales process
Model desired behaviors
Interact with clients in specific scenarios
Assist in development of business goals
Assist in development of sales goals
Work with peers and sales professionals
Monitor progress towards goals
Communicate progress towards goals
Develop relationships with internal partner groups
Drive team to convert sales leads
Recognize market trends
Recognize competitive offerings
Recognize opportunities for improvement
Develop changes to departmental policies
Develop changes to departmental procedures
Develop changes to departmental workflows
Meet changing business needs
Guide team to maximize opportunities
Support the consultative sales model
Analyze complex client issues
Resolve complex client issues
Review internal partner feedback
Review client feedback
Participate in special projects
Perform other duties as assigned
How You'll Work.
Team & Collaboration
Cross-site collaboration; Teamwork and knowledge sharing; Working with peers; Internal partner groups
Communication Scope
Executive presence; Communication skills
Full Job Description
**Your Impact:** * **Team Development** : Coach and mentor a team of tenured sales professionals, helping them refine their sales and book of business management skills. * **Performance Management** : Set clear goals and expectations, monitor performance, and provide regular feedback to ensure that each team member is on track to meet and exceed their targets. * **Client Engagement** : Oversee the team's interactions with prospects and clients, ensuring that they are connected to our comprehensive suite of financial solutions. * **Strategic Planning** : Develop and implement strategies to optimize the team's performance and drive business growth. * **Cross-Site Collaboration** : Foster a collaborative environment across different sites, promoting teamwork and knowledge sharing. * **Training and Onboarding** : Lead the onboarding process for new apprentices, ensuring they are well-prepared and equipped to succeed. * **Problem Solving** : Identify and resolve issues that arise within the team, ensuring smooth operations and high client satisfaction. * **Innovation** : Encourage creative thinking and innovative approaches to outreach and client engagement**.** **We seek a leader who possesses the following qualities and experiences:** * **Strong Sales Leadership** : Proven experience in leading and managing sales teams, with a track record of achieving and exceeding performance goals. * **Mentoring and Coaching** : A passion for developing and mentoring team members, helping them reach their full potential. * **Client-Centric Approach** : A deep understanding of client needs and the ability to ensure that every interaction is value-oriented and tailored to their specific situation. * **Competitive and Entrepreneurial Spirit** : Thrive in a dynamic and challenging environment, fostering a competitive and entrepreneurial culture within the team. * **Problem-Solving Skills** : Strong analytical and problem-solving abilities to address and resolve issues effectively. * **I
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