Senior Manager, Head of Wealth Management Business Development
The Vanguard Group
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. In this role, we are seeking an accomplished leader to lift our Business Development organization to new heights. The ideal candidate will possess a proven track record in business development strategy and leadership, a passion for developing high-performing teams, and the ability to drive revenue growth in a competitive market.Key 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.Maintains an in-depth understanding of compliance and risk, regulatory and departmental policies and procedures. Ensures the team operates within the set of guidelines.Prepare and present sales forecasts, reports, and performance metrics to senior leadership.Qualifications 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.Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.About VanguardAt 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 WorkVanguard 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.SummaryLocation: Malvern, PAType: Full time
$135k - $150k
...Job Description #EliassenCorporate Senior Manager, Transformation : Philadelphia, PA/hybrid... ...on designing and implementing modern business solutions that automate, streamline, and... ...and margin targets during proposal development. • Develop and publish methodologies...SeniorLocal area- ...venture investingStrategic Business Development shares in Vanguard’s mission... ...disruption.Vanguard is looking for a Head of Venture Investing to lead... ...opportunity to partner with senior executives and business... ...recommendations to senior management.Monitor portfolio company...SuggestedFull timeWork experience placement
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$106.7k - $177.9k
Position may be based in Radnor, PA., Wilmington, DE. or Syracuse, NYOverview:Provides portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy’s and over 1 Billion in AUM) to transition portfolios toward...SeniorFull timeWork experience placementWork at office- Wealth Management Research, Senior SpecialistVanguard is seeking a highly experienced Senior Manager, Wealth Management Research to serve as a thought... ...and investment strategy topics.Consult with senior business leaders to identify research priorities and address strategic...SeniorFull time
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$140k - $180k
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$111.44k - $183.08k
...WSFS Bank in Berwyn, PA seeks a Business Banking Relationship Manager to manage relationships with small-to-medium-sized businesses. You will deliver customized financial solutions and grow business by providing expert financial advice. Ideal candidates have 5+ years in...Senior- The Senior Technical Project Manager is responsible for driving delivery of large, complex infrastructure... ...environment and the integration of acquired business entities into a common platform. You... ..., and validation processes. Drive development of technical documentation,...SeniorContract work
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$136k - $226.6k
...prospecting, underwriting and originating new loans.Participate in the management of the existing portfolio based on departmental objectives.... ....Call on potential and existing customers to develop new business and increase existing business.Perform special projects such...SeniorFull time- ...We are looking for a Senior Manager of Data Governance who can turn vision into reality and help us build a strong, scalable, and business-aligned data foundation. In this role, you will... ...this role, you will: ~-Lead the development and ongoing optimization of data governance...SeniorTemporary workLocal areaRemote workFlexible hours
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- Are you skilled at developing wealth management strategies? Does financial data excite you? Responsibilities Assist financial advisors... .... Provide support for client relationship building and business development activities. Perform business analytics as needed to...SeniorFull time
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