Vanguard
Financial Services
VanguardSituationalAdvisor(VSA)Leader
“Vanguard Situational Advisor (VSA) Leader at Vanguard. Skills: Sales, Advice, Education. Lead and develop advisory team. Hire team members”
Industry & Context.
Problem-solving
What They're Looking For.
Must Have
Eight years of related experience, Supervisory experience, Series 7, 63, 24, 65/66 regulatory license and/or registration
Nice to Have
Graduate degree, CFP
What You'll Do.
Lead and develop advisory team
Provide ongoing feedback
Create inclusive team setting
Set clear performance expectations
Make compensation recommendations
Drive participant outcomes
Drive business outcomes
Understand in-plan solutions
Understand out-of-plan solutions
Understand appointment availability
Ensure consistent service quality
Ensure effective follow-through
Elevate planning quality
Elevate problem-solving
Support advisors in analyzing needs
Resolve advisor issues
Translate insights into solutions
Contribute to business planning
Contribute to departmental priorities
Contribute to strategic initiatives
Develop departmental policies
Influence departmental policies
Implement departmental policies
Communicate internal developments
Communicate industry developments
Support organization evolution
Support change management
Build trusted partnerships
Cultivate relationships with stakeholders
Serve as visible leader
Maintain deep knowledge of products
Maintain deep knowledge of funds
Maintain deep knowledge of services
Maintain deep knowledge of financial planning
Maintain deep knowledge of capital markets
Maintain deep knowledge of financial services
Share expertise with partners
Lead special projects
Improve client experience
Support business needs
How You'll Work.
Team & Collaboration
Cross-departmental partners; Workplace organizations; Personal Wealth organizations
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