Senior Manager, Participant Financial Success – B2B Activation
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Malvern • Arizona • North Carolina • United States
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Job Level
About the role
- Hires, evaluates, and supervises crew.
- Provides guidance and training as necessary to develop crew.
- Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
- Leads departmental strategy development and execution to bring Financial Wellness products and services to our B2B clients.
- Broadens the scope of service offerings, improves operational processes, and markets service offerings internally to support client prospecting activities.
- Initiates and oversees projects involving highly complex analyses of investment products and services to enhance Vanguard's position as an investment leader.
- Maintains an in-depth understanding of capital markets, asset management, and the Financial Services industry, as well as a deep awareness of competitors and the performance of Vanguard and non-Vanguard funds.
- Contributes subject matter expertise to Vanguard's external publications.
- Oversees internal partnerships and the use of external data systems or tools to support the department's analytical capabilities.
- Conducts regulatory supervision of both the registered and associated crew on their respective team and the functions these direct reports support and/or execute.
- Participates in special projects and performs other duties as assigned.
Requirements
- Eight years' experience in the Financial Services industry or client services preferred.
- Supervisory experience required.
- Undergraduate degree or equivalent combination of training and experience.
- Graduate degree preferred.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Series 7, 63 and 65 or CFA or CFP equivalent preferred.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
performance evaluationproject managementcomplex analysisinvestment productsoperational process improvementfinancial wellnessclient prospectingregulatory supervisionsubject matter expertisecapital markets
Soft Skills
leadershipguidancetrainingstrategic developmentcommunicationcollaborationanalytical thinkingdecision makingproblem solvingteam management
Certifications
FINRASeries 7Series 63Series 65CFACFP