Executive Director Uhnw/ Private Client Relationship Management- West Business

Vanguard UK

Scottsdale, Arizona, United States
Hybrid
10+ years wealth management experience
Leading high-performing uhnw teams
Full p&l accountability for region
Vanguard is seeking an executive to lead the transformation of its Ultra-High-Net-Worth business in the West Region based in Scottsdale, Arizona

Job Summary

  • Vanguard is seeking an executive to lead the transformation of its Ultra-High-Net-Worth business in the West Region based in Scottsdale, Arizona.
  • The role requires owning the full P&L and performance trajectory while coaching a specialized team managing multi-billion-dollar books of business.
  • Candidates must demonstrate deep client-facing fluency and proven ability to operate across a matrixed organization with senior stakeholders.

Matching Summary

Vanguard is seeking an executive to lead the transformation of its Ultra-High-Net-Worth business in the West Region based in Scottsdale, Arizona.

Skills & Requirements

Must-have

  • 10+ years wealth management experience
  • Leading high-performing UHNW teams
  • Full P&L accountability for region
  • Direct client relationship management
  • Cross-functional matrix organization influence

Nice-to-have

  • Deep investment offering fluency
  • Bespoke service expectation knowledge
  • Enterprise-level strategic thinking
  • Hands-on trust-based development
  • Process methodology complexity expertise

Key Requirements

  • FINRA Series licenses (7, 66, SFC)
  • Bachelor's degree required
  • MBA or graduate degree preferred
  • CFP or CFA designation strongly preferred
  • No visa sponsorship available

Work Rights

Not specified

Tailored Resume

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