Market Director - Bank Private Wealth Southeast

Market Director – Bank Private Wealth Southeast

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locations

Malvern, PA

North Carolina

Tallahassee, FL

Atlanta, GA

Charlotte, NC

View All 7 Locations

time type

Full time

posted on

Posted 30+ Days Ago

job requisition id

175541

Vanguard is seeking a seasoned and successful sales professional with deep relationships in the Bank Private Wealth market, within our dedicated Bank team as a Market Director. This role is part of a senior sales team and maintains partnership with an internal sales executive. You will be responsible for the Southeast territory inclusive of key states such as Florida, Georgia, North Carolina, and Texas. You will be responsible for territory strategy and management, pipeline development, and day-to-day execution across a dedicated book of clients and prospects.

You will represent an institutional‑grade investment platform with established credibility among large, sophisticated private banks. This role offers the opportunity to influence meaningful, channel‑level sales outcomes while obtaining exposure to senior internal and external leadership. Success is measured by strategic market penetration, share growth, the durability of partnerships, and the scale and quality of outcomes delivered.

As the Market Director –your focus will be on the growth and retention of assets among Bank Private Wealth investment professionals with $750M+ in AUM. This model is designed to enable deeper, more strategic engagement with a high-priority book. You will drive market share and net cash flow by executing custom sales strategies tailored to the unique needs of professional buyers.

About Vanguard

At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, clients, advisors, and institutions have entrusted $12 trillion in AUM to us.

Vanguard’s Financial Advisor Services is the largest and fastest growing division within Vanguard. Our sales teams serve Bank, RIA and Broker-Dealer clients by consulting them on their business and offering investment products, research, and non-investment solutions, both to home office decision makers and advisors alike.

Vanguard is a leader in both indexed and active products, with an opportunity to drive greater adoption of our institutional-quality Fixed Income investment solutions within the Bank Private Wealth market. Our expanding fixed income platform positions us to deliver differentiated outcomes for sophisticated bank clients, alongside our continued leadership in equity solutions.

What it takes

• Generates and deepens relationships with Bank Private Wealth investment professionals managing $750M+ in AUM, withat least60%+ of interactions in-person. Seeks to understand the philosophy, structure, and strategic priorities of each client, acting as a trusted advisor in aligning Vanguard’s capabilities with client needs.

• Drives results and outcomes, with a strong emphasis on fixed income solutions and custom strategy execution. Delivers key messages through targeted engagements including in-person meetings, virtual meetings, phone calls, and participation in national, regional, and local events.

• Builds and maintains a pipeline of high-quality sales opportunities, evidencing wins regularly within a curated client set.

• Demonstrates deep expertise in capital markets, investment management, and industry trends. Leverages this knowledge to position Vanguard’s offerings credibly and consultatively, especially in areas where we aim to disrupt—like fixed income.

• Develops and executes a strategic sales plan focused on depth over breadth, enabling stronger retention, loyalty, and asset growth.

• Builds strong relationships across the client, not just with investment decision-makers, but across entire organizations. Supports event strategy, expands fields of play, and helps bring the full breadth of Vanguard to each client.

• Collaborates closely with internal sales partners, sharing ownership of territory strategy, prospecting, and execution. Coaches and supports less experienced sales executives and internal stakeholders.

• Works closely and effectively with internal investment specialists to expand and deepen client relationships.

• Embraces technology and experimentation to enhance the sales process and client experience. Uses data and insights to prioritize efforts and optimize territory performance.

• Efficiently manages administrative responsibilities and contributes meaningfully to Vanguard’s corporate initiatives—helping shape strategy, drive execution, and support adoption across the organization.

Qualifications

• Minimum ten years related experience. At least 3 years of experience selling to banks preferred.

• Undergraduate degree or equivalent combination of training and experience.

• FINRA Series 7 & 63 required.

Special Factors

• Role requires either living in territory or operating from either our Malvern, PA or Charlotte, NC office location.

• Territory covers the Southeast, notably states of Florida, Georgia, North Carolina and Texas.

• Existing relationships and connectivity to these markets are preferred.

• Deep knowledge of fixed income markets and fixed income investment landscape preferred.

• CFA or similar investment credentials preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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About Us

Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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