Manager, Retail Sales Group

Vanguard; Charlotte (NC); On-site; USD 100,000 - 140,000; Full time

Job summary

Vanguard is seeking a sales leadership professional to guide a crew in executing strategies for its highest value clients and prospects. The role emphasizes coaching, performance management, and hands-on selling to maintain a strong advisory pipeline.

You will hire, train, and supervise staff, set performance standards, and ensure compliance with HR policies while driving targeted outcomes in Retail with a focus on high net worth client engagement.

Qualifications

• Minimum of five years related work experience.
• Previous people leadership experience preferred.
• Undergraduate degree or equivalent; graduate degree preferred.

Responsibilities

• Hires, evaluates, and supervises crew. Sets performance standards and makes compensation decisions following HR policies.
• Oversees sales and lead generation strategy for Retail, focusing on high value and high net worth clients and advisor consultations.
• Provides ongoing coaching to develop sales competencies and assess performance; monitors inbound/outbound calls for coaching purposes.
• Participates in the sales process; models desired behaviors, handles inbound/outbound calls, and manages a small client book.
• Develops business goals with peers, monitors progress, and collaborates with internal partners to drive results.
• Monitors VOC, market trends, and competitor offerings; suggests changes to policies and workflows.
• Guides team to support consultative sales and resolves complex client issues; reviews feedback.
• Participates in special projects and other duties as assigned.

Skills

People leadership

Sales leadership

Coaching

Team management

Education

Undergraduate degree or equivalent

Graduate degree preferred

Job description

Leads a team of crew in executing on the sales strategy for Vanguard's highest value clients and prospects.

Duties And Responsibilities

• 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.
• Oversees the execution of the sales and lead generation strategy for Retail, with a particular focus on attracting new high value and high net worth clients and generating advisor consultations among existing clients with an expressed interest in PAS.
• Develops a culture of ever present coaching: is a student and teacher in the art of sales. Provides frequent and ongoing coaching of sales competencies and independent thinking skills to develop and grow their team to achieve specific business results. Recognizes special skills, highlights best in class abilities, provides analysis/feedback and suggest improvement to staff. Monitors sales crew inbound/outbound calls for coaching purposes.
• Personally participates in the sales process. Expected to model the desired behaviors, activities and results. Answers inbound calls, initiates outbound calls and manages a small book of cases.
• Assists in the development of business and sales related goals. Works with peers and sales professionals to monitor and communicate progress towards goals. Develops close working relationships with all appropriate internal partner groups. Drives team to convert inbound/outbound sales leads in order to achieve results.
• Recognizes VOC, market trends, competitive offerings and opportunities for improvement. Develops and recommends changes to departmental policies, procedures and workflows to meet changing business needs.
• Guides team to maximize opportunities and support the consultative sales model. Analyzes and resolves the most complex client issues, and reviews internal partner and client feedback.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of five years related work experience. Previous people leadership experience preferred.
• Prior experience in sales and business development organization preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• This job requires a regulatory license and/or registration 7, 66, 24 (e.g. FINRA, state, SFC). These will be determined by Compliance based on role‑specific duties.

Sponsorship

Vanguard is not offering visa sponsorship for this position.