Senior Manager, Financial Consultants

Description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

 

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

 

 

The Senior Manager, Financial Consultants provides leadership, direction, and accountability for the financial consultant function, ensuring delivery of high-quality member engagement, guidance, and service outcomes. This role is responsible for driving performance, establishing operational direction, and executing business objectives that support member engagement and retention strategies. Operates with latitude to make decisions within defined objectives to achieve meaningful impact on business outcomes.

We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72).

 

What You'll Do:
 

Functional Leadership & Performance Ownership

• Lead and develop a team of financial consultants to achieve defined business objectives related to member engagement and retention

• Establish performance expectations, service standards, and accountability measures aligned to organizational goals

• Monitor and manage performance outcomes, identifying trends and taking action to improve results

 

Operational & Business Management

• Oversee the execution of financial consultant activities to ensure consistency, quality, and efficiency across member interactions

• Make operational decisions within defined business objectives to optimize resource allocation, outreach effectiveness, and service delivery

• Drive consistency in processes, workflows, and service models to improve member experience and outcomes
   

Strategic Execution & Business Alignment

• Translate business strategies into actionable plans for the financial consultant function

• Lead implementation of initiatives that drive member engagement, retention, and organizational objectives

• Partner with cross-functional teams to align priorities and ensure successful execution of enterprise initiatives
   

Continuous Improvement & Insight Generation

• Identify and implement opportunities to improve processes, enhance effectiveness, and increase impact of financial consultant activities

• Utilize data and performance insights to guide decision-making and recommend improvements to leadership

• Contribute to the evolution of engagement strategies through front-line insights and operational feedback

 

What You'll Need

• 5+ years of relevant people leadership experience in financial services or client engagement roles

• Bachelor’s degree or equivalent work experience required

• Series 6 and 63 securities license or ability to obtain within 6 months

• Experience leading and developing teams to achieve business objectives

• Strong understanding of financial products, services, and applicable regulations

• Ability to manage complex situations and competing priorities with sound judgment

• Strong communication, organizational, and interpersonal skills

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