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Vanguard2 months ago

Senior Manager, Head of Wealth Management Business Development

Hybrid · Malvern, Pennsylvania, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
FINANCE

Job Summary

Lead the Wealth Management Business Development team, executing strategies to meet revenue targets and expand market reach. Responsibilities include mentoring the team, optimizing lead generation with marketing and operations, establishing KPIs, and fostering strong relationships with clients and stakeholders. Requires a strong background in business development, leadership experience, and a commitment to compliance and regulatory standards.

Required Qualifications

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

Desired Qualifications

  • Graduate degree preferred
  • 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

Additional Requirements

  • Vanguard is not offering visa sponsorship for this position.
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Vanguard

Senior Manager, Head of Wealth Management Business Development

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