Vanguard is seeking a seasoned and successful sales professional with deep relationships in the RIA space to join our Large Market team as a Market Director. This role is part of a senior sales team and maintains a 1:1 partnership with an internal sales executive. You will be responsible for territory management, pipeline development, and day-to-day execution across Massachusetts, Vermont, New Hampshire, Maine, and Rhode Island.
Market Director – Large Market RIA, Northeast
Focus will be on the growth and retention of assets among RIAs with $500M+ in AUM. This model enables deeper, more strategic engagement with a high-priority book—averaging ~130 clients per territory. You will drive market share and net cash flow by executing custom strategies tailored to the unique needs of large firms.
Responsibilities
Generate and deepen relationships with large Registered Investment Advisors (RIAs), focused on those with $500M+ in AUM, with at least 60%+ of interactions in-person.
Drive results and outcomes, with a strong emphasis on fixed income solutions and custom strategy execution.
Build and maintain a pipeline of high-quality sales opportunities, evidencing wins regularly within a strategically curated book of ~150 high-priority clients.
Demonstrate deep expertise in capital markets, investment management, and industry trends.
Develop and execute a strategic sales plan focused on depth over breadth, enabling stronger retention, loyalty, and asset growth.
Build strong relationships across the firm, not just with investment decision-makers, but across entire organizations.
Collaborate closely with internal sales partners in a 1:1 model, sharing ownership of territory strategy, prospecting, and execution.
Embrace technology and experimentation to enhance the sales process and client experience.
Efficiently manage administrative responsibilities and contribute meaningfully to Vanguard’s corporate initiatives.
Qualifications
Minimum ten years related experience. At least five years sales experience required.
Undergraduate degree or equivalent combination of training and experience.
FINRA Series 7 & 63 required.
Special Factors
Candidate must be currently based in territory or be willing to relocate.
Territory covers Massachusetts, New Hampshire, Vermont, Maine, and Rhode Island.
Existing relationships and connectivity in the Massachusetts, New Hampshire, Vermont, Maine, and Rhode Island market are strongly preferred.
Knowledge of fixed income markets and preferred fixed income investment landscape.
Knowledge of direct indexing preferred.
CFA preferred.
Sponsorship
Vanguard is not offering visa sponsorship for this position.
#J-18808-Ljbffr

Market Director – Large Market RIA, Northeast
慨正橡扯, Boston, MA, USA
Pay: 200.000 - 250.000
Job type: Full Time