Senior Director, National Accounts
On-siteMalvern, Pennsylvania, United States
Job Summary
Manage and expand strategic home office relationships with National Banks or National RIAs to drive sales of Vanguard's financial products. Create and execute strategic account plans that align Vanguard's capabilities with client priorities, acting as a trusted advisor to executive leadership and investment committees. Develop deep business acumen in capital markets to educate firms on benefits and position products effectively. Partner with field sales teams and internal groups to enable consistent client experiences while achieving sales goals. Provide market intelligence and feedback to inform future strategic priorities. Requires minimum five years of National Accounts experience, FINRA Series 7 and 63 licenses, and 60% travel.
Required Qualifications
- Minimum of five years of National Accounts or Home Office sales experience
- specific exposure to either National Banks or National RIAs at the home office level
- Strong understanding of investment products
- Strong understanding of intermediary distribution
- Strong understanding of the regulatory environment
- Active FINRA Series 7 and 63 licenses
- ability to obtain Series 7 and 63 licenses within 90 days of initial employment
- Undergraduate degree
- equivalent work experience to undergraduate degree
- Ability and willingness to travel a minimum of 60%
Desired Qualifications
- CFA
- advanced designations
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