Financial Advisor Manager; Personal Advisor Services | High Net Worth Advice

Job Description

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Lead Exceptional Advisors. Help Shape the Future of Advice.  

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At Vanguard, we're redefining what great wealth management looks like. 

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As a  Financial Advisor Manager within our High Net Worth Advice business, you'll lead a team of CFP® professionals who serve successful individuals and families with approximately $500,000 to $5 million in investable assets. These clients depend on Vanguard for trusted guidance, sophisticated financial planning, and long-term wealth management strategies. 

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This role is ideal for a leader who is passionate about developing talent, creating a culture of coaching and accountability, and helping advisors deliver exceptional client outcomes at scale. 

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You'll have the opportunity to influence the growth and success of experienced advisors while helping thousands of clients achieve their most important financial goals through Vanguard's unique client-first approach. 

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What You'll Do  

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Develop and Inspire High-Performing Advisors  

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Lead a team of experienced financial advisors by providing coaching, mentoring, and performance leadership that elevates both the advisor and client experience. 

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• Coach advisors to strengthen financial planning, relationship management, and client engagement skills. 
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• Create an environment focused on accountability, collaboration, development, and continuous improvement. 
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• Provide ongoing feedback that helps advisors maximize their impact and professional growth. 
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• Foster a culture where advisors can thrive and do their best work. 
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Elevate Client Outcomes  

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Partner with advisors to deliver personalized wealth management solutions that help clients navigate complex financial decisions with confidence. 

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• Support advisors in addressing sophisticated planning and investment needs. 
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• Promote a consistent, high-quality client experience built on trust and fiduciary advice. 
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• Help advisors deepen client relationships and uncover opportunities to serve clients more holistically. 
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• Champion a client-first mindset in every interaction. 
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Drive Team and Business Performance  

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Leverage data, insights, and business judgment to improve advisor effectiveness and team results. 

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• Monitor performance trends and identify opportunities to improve advisor and client outcomes. 
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• Partner with leaders and business stakeholders to drive strategic initiatives. 
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• Support organizational change while maintaining team engagement and effectiveness. 
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• Balance growth, client experience, and risk management priorities. 
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Lead with Integrity and Sound Judgment  

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Model Vanguard's commitment to putting clients first. 

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• Ensure adherence to regulatory requirements and firm policies. 
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• Coach advisors on risk awareness, supervision, and professional standards. 
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• Promote a culture of compliance, accountability, and ethical decision-making. 
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• Serve as a role model for leadership, professionalism, and fiduciary excellence. 
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What Makes You Successful  

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You are an experienced leader who enjoys helping others perform at their best. 

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You excel at: 

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• Developing and coaching financial professionals 
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• Building engaged, high-performing teams 
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• Influencing outcomes through collaboration and partnership 
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• Leading through change and ambiguity 
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• Creating accountability while maintaining an inclusive, supportive culture 
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• Balancing business results, client experience, and risk management 
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Most importantly, you believe great leadership is measured by the success of the people you develop and the outcomes they create for clients. 

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Qualifications  

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• Five years related work experience in financial services. Supervisory experience preferred. 
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• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. 
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• 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.
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Special Factors

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Sponsorship

Vanguard is not offering visa sponsorship for this position.\n

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About Vanguard

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At Vanguard, we don't just have a mission—we're on a mission.

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To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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How We Work

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Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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