Vanguard
Financial Services
SeniorManager,UHNWWealthAdvisors
“Senior Manager, UHNW Wealth Advisors at Vanguard. Skills: Wealth management, Financial advisory, Client engagement. Coach and support Senior Wealth Advisors. Strengthen financial planning capabilities”
What You'll Achieve.
Strengthen relationships; Improve retention; Support sustainable growth; Drive strong client outcomes
Industry & Context.
What They're Looking For.
Must Have
8+ years financial services experience, Demonstrated experience leading advisors, This job requires a regulatory license and/or registration
Nice to Have
Certified Financial Planner (CFP®) designation preferred
What You'll Do.
Coach and support Senior Wealth Advisors
Strengthen financial planning capabilities
Deepen client relationships
Navigate complex client needs
Design and execute client strategies
Execute book-of-business strategies
Strengthen relationships
Support sustainable growth
Translate market conditions into strategies
Translate client goals into strategies
Expand impact of wealth management model
Create high-impact virtual interactions
Share insights from advisor experiences
Share insights from client experiences
Shape broader Wealth Management strategy
Improve how we serve clients
Navigate ambiguity with confidence
Leverage network and resources
Lead in an authentic way
How You'll Work.
Team & Collaboration
Partner across Wealth Management; Influence strategy; Develop advisors
Communication Scope
Influence skills
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