Senior Manager, Head of Wealth Management Business Development at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

Ten years related work experience
Five years sales experience preferred
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred
Regulatory license and/or registration (e.g. FINRA, state, SFC), determined by Compliance based on role-specific duties
Demonstrated ability to lead and motivate high-performing teams
Exceptional communication, negotiation, and interpersonal skills
Strong analytical and strategic thinking abilities
Proven success in meeting or exceeding sales targets in a fast-paced environment

Responsibilities

Develop and execute comprehensive business development strategies to achieve organizational revenue targets and market expansion goals
Collaborate with marketing, product, and operations teams to ensure alignment and optimize lead generation processes
Lead, mentor, and inspire the Business Development team to maximize productivity and foster a results-driven culture
Establish and monitor key performance indicators (KPIs), providing regular feedback and coaching to ensure goals are met or exceeded
Build and maintain strong relationships with key clients, partners, and stakeholders
Maintain an in-depth understanding of compliance and risk, regulatory and departmental policies and procedures. Ensure the team operates within the set of guidelines
Prepare and present sales forecasts, reports, and performance metrics to senior leadership

Skills

Business Development

Strategy

Leadership

Team Management

Revenue Growth

Sales

KPIs

Compliance

Risk Management

Negotiation

Communication

Stakeholder Management

Mentoring

Forecasting

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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