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Senior Manager, Personal Investor Group
Vanguard
Malvern, PA, United States
Job Details - this job has expired, please see similar jobs below
Senior leader for our PA Personal Investor team, which has a span of 250 crew. The Personal Investor group provides support, service, and guidance to over 5 million clients and is responsible for delivering an exceptional experience for our investors
Duties and responsibilities
• Leads the PA Personal Investor service team; managing a staff of 4 managers, 20 team leaders, and 250 crew.
• Provides guidance, training, and motivation as necessary to develop staff. Hires, evaluates, and counsels crew. Sets performance standards, reviews performance, provides feedback, and recommends wage increases in accordance with all applicable Human Resources policies and procedures.
• Develops a talent pipeline. Creates formal and informal processes to ensure crew potential is identified, cultivated, and maximized at the manager, team leader, and investment professional levels. Develops successors throughout the various lines in the group.
• Sets departmental goals as well as shapes, leads, and implements strategic initiatives that support overall divisional goals. Provides direction and garners support to ensure continued progress of key objectives and results.
• Evaluates and champions service experience innovation for our clients.
• Develops, maintains, and effectively manages working relationships with all appropriate internal partner groups, including Retail Strategy Services, Retail Client Operations, Flagship Services, Marketing, Human Resources, and all other stakeholder departments.
• Maintains a thirst for learning, particularly in the area of investment acumen. Demonstrates that possessing a foundational knowledge of investing, an awareness of economic and political factors affecting the markets, and a mastery of relevant Vanguard products and services are key ingredients for success in the organization at any level.
Qualifications
• Undergraduate degree required. Graduate degree preferred.
• Minimum eight years industry or related work experience.
• Ability to obtain appropriate securities principal registration or other professional designation within six months (Series 7 & 24).
• Exceptional leadership experience with strong track record of cultivating and developing talent.
• Demonstrated ability to communicate with and manage various levels within the organization.
• Proven ability to identify opportunities to execute on strategic and tactical solutions.
• Experience in incorporating data analytics and forecasts into business strategy preferred.
Additional Information
• Vanguard is not offering visa sponsorship for this position.
• If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. Please note, the credit and criminal check requirement does not apply to crew who are currently registered with FINRA. Please reference the following article with regard to the licensing requirements of this position.