Market Director, Wirehouse- Houston
On-siteHouston, Texas, United States or Texas, United States
Job Summary
Drive growth and retention of assets for top wirehouse advisors (Merrill Lynch, Morgan Stanley, UBS, Wells Fargo) across Houston, Austin, and San Antonio. Develop a strategic sales plan for the territory, identify high-quality relationships, and execute targeted prospecting activities to raise awareness of Vanguard's fixed income and equity capabilities. Present investment services to senior management and key decision-makers while navigating leadership processes for major advisor teams. Achieve established sales and retention goals, coach less tenured partners, and maintain compliance with the regulatory environment. Operate within a 1:1 partnership with an internal sales executive to support long-term relationship growth strategies.
Required Qualifications
- Ten years related experience
- Eight years of experience selling to financial advisors
- At least five years prospecting to wirehouse financial advisor teams
- FINRA Series 7 & 63
- Undergraduate degree or equivalent combination of training and experience
- Must be able to lift 50 lbs
Desired Qualifications
- CIMA, CFP or CFA
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