Market Director – Bank Private Wealth Southeast

Vanguard UK

Malvern, PA, United States
Not specified; not specified; not specified
Hybrid
Deep relationships in bank private wealth
Territory strategy and management execution
Fixed income investment solutions expertise
Vanguard is seeking a seasoned sales professional to lead the Southeast territory with a focus on Bank Private Wealth investment professionals managing over $750M in assets

Job Summary

  • Vanguard is seeking a seasoned sales professional to lead the Southeast territory with a focus on Bank Private Wealth investment professionals managing over $750M in assets.
  • The role requires deep expertise in capital markets and fixed income solutions to drive market share and net cash flow through custom sales strategies.
  • Success is measured by strategic market penetration, durability of partnerships, and the scale of outcomes delivered while collaborating with internal sales partners.

Matching Summary

Vanguard is seeking a seasoned sales professional to lead the Southeast territory with a focus on Bank Private Wealth investment professionals managing over $750M in assets.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Deep relationships in Bank Private Wealth
  • Territory strategy and management execution
  • Fixed income investment solutions expertise
  • In-person client engagement capability
  • Pipeline development for high-value prospects

Nice-to-have

  • Consultative approach to sophisticated buyers
  • Cross-organizational relationship building
  • Data-driven territory performance optimization
  • Mentoring less experienced sales executives
  • Adoption of new sales technologies

Key Requirements

  • Minimum ten years related experience
  • At least three years selling to banks preferred
  • FINRA Series 7 & 63 required
  • Undergraduate degree or equivalent combination
  • CFA or similar investment credentials preferred
  • No visa sponsorship available

Work Rights

Must be authorized to work in US without sponsorship

Tailored Resume

Cover Letter