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