Senior Manager, Head of Wealth Management Business Development

Join the Advice & Wealth Management division as the Head of Wealth Management Business Development!

Wealth Management’s vision is to be a trusted partner to our ultra‑clients and their families, giving them the best long‑term outcomes so they can leave a legacy that fulfills their purpose in the world.

• 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, ensuring the team operates within the guidelines.
• Prepare and present sales forecasts, reports, and performance metrics to senior leadership.

• Ten years related work experience; five years sales experience preferred.
• Undergraduate degree or equivalent combination of training and experience; graduate degree preferred.
• This job requires a regulatory license and/or registration (e.g., FINRA, state, SFC). These will be 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.

Vanguard is not offering visa sponsorship for this position.