Monday, February 28, 2011

Vanguard Career Opportunity

Advice Services Group (ASG) Line Manager, Advice Services Group
Job ID:
113102
Location: Valley Forge, Pennsylvania and Scottsdale, AZ
Full/Part Time:
Full-Time

Regular/Intern:
Regular

Position Details
Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks an Advice Services Group line manager to develop, motivate, and guide a team of financial planners to accomplish primary business objectives.

Your primary duties and responsibilities will include:

-Managing staff; providing guidance, training, and motivation as necessary to develop staff; hiring, evaluating, and counseling staff; following corporate disciplinary procedures as per established Vanguard standards as required; setting performance standards, reviewing performance, providing feedback, and recommending wage increases in accordance with the applicable HR policies and procedures.
-Working collaboratively cross-site with other members of ASG management; developing and recommending changes to departmental policies and procedures to meet changing business needs; working closely with other members of management to develop and implement staffing and operational plans.
-Initiating and managing workflow changes to ensure a high level of efficiency in terms of quality and productivity; evaluating operational workflows to increase departmental efficiencies; participating in and leading Vanguard Unmatchable Excellence projects.
-Providing technical support to team and business in areas of financial planning; supporting financial planners in analyzing and resolving client issues and developing solutions.
-Developing close working relationships with all appropriate stakeholders within and outside of department to meet Vanguard business requirements.
-Responding quickly to industry and internal developments; assessing what should be communicated to the department in a timely, accurate and effective manner; determining the most appropriate method of communication given the nature of the content.
-Working periodically with clients in an advisory/planning role.
-Participating in special projects and performing other duties as assigned.

Qualifications
Only U.S. citizens, lawful permanent residents, or others with the permanent right to work in the United States will be considered for this position. Employment is also contingent on a successful drug-screening result.

The ideal candidate should possess:

-An undergraduate degree, or equivalent combination of training and experience; advanced degree preferred.
-A minimum of five years' progressively responsible and related experience (including supervision of others).
-Certified Financial Planner (CFP®) designation preferred.
-Series 7, 24, and 65 licenses, or the ability to obtain them within 120 days.
-Extensive knowledge of investment methodology.
-Strong knowledge of the competitive environment preferred.
-Excellent verbal and written communication skills.
-Strong leadership and staff development skills.
-Proven ability to identify opportunities and execute solutions both strategically and tactically.
-Proven ability to develop innovative solutions to complex client situations.
-Proven ability to develop strong working relationships.
-Ability to travel periodically to other Vanguard sites, conferences, and offsite training.

If interested, email President@phoenix.nshmba.org

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