Manager, Retail Sales Group

Vanguard Canada

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Dallas/Ft. Worth, TX Charlotte, NC Until 9/6/2026 5+ years exp H-1B sponsor history First posted July 8, 2026 Last posted July 8, 2026
Job description

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.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

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

About this role

Summary

Lead sales team, develop client relationships, coach staff, and achieve sales goals.

Job title

Manager, Retail Sales Group

Experience level

5+ years

Minimum experience

5+ years exp

Industry

financial services

Location requirements

Dallas/Ft. Worth, TX; Charlotte, NC; hybrid allowed

Salary

Not specified

Visa sponsorship

H-1B sponsor history

Management role

Yes

Skills & keywords

Required skills

salesteam leadershipcoachingcustomer serviceregulatory licensing

Preferred skills

None specified

Specializations

saleslead generationcoachingclient relationsteam leadership
Locations

Structured locations inferred from the posting.

Fort Worth, TX, USA

Hybrid City

Charlotte, NC, USA

Hybrid City