High Net Worth Financial Advisor Manager

High-Net-Worth Financial Advisor Manager

As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically hold advised assets ranging up to $5 million, and require highly personalized, strategic investment guidance.

In this leadership role, you will :

• Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service.
• Oversee client engagement strategies, ensuring that each advisor delivers tailored financial solutions aligned with the unique goals and legacy aspirations of high-net-worth individuals and families.
• Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
• Drive business growth by identifying opportunities to deepen client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights.
• Ensure regulatory compliance and uphold Vanguard's fiduciary standards in all client interactions and advisory practices.

This role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs.

Core Responsibilities

Qualifications

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

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

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.

How We Work

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.