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职位Vanguard

Head of Northeast Divisional Sales, Broker Dealer-Wire

Vanguard

Head of Northeast Divisional Sales, Broker Dealer-Wire

Vanguard

Malvern, PA

·

On-site

·

Full-time

·

2w ago

Overview

Vanguard is seeking a seasoned, enterprise‑minded sales leader to join our Broker Dealer Field Sales organization as Senior Manager, Broker Dealer Field Sales – Northeast Wirehouses. This is a high‑impact divisional leadership role with responsibility for setting strategy, driving growth and client loyalty, and leading a team of senior Market Directors across a multi-line product set.

The Northeast Wirehouses division covers key territories across New York, Pennsylvania, New Jersey, Connecticut, Rhode Island, Vermont, New Hampshire, and Maine. In this role, you will lead a highly experienced team that partners with advisors at the largest wirehouse firms—Morgan Stanley, Merrill Lynch, UBS, and Wells Fargo. You will also work closely with local and regional leadership at these firms, aligning Vanguard’s objectives with their strategic priorities where shared opportunities exist.

This role is designed for a leader who can effectively balance strategy and execution, someone who can translate enterprise priorities into disciplined, measurable sales activity; scale impact through others; and deepen Vanguard’s influence across the most complex and competitive segment of the intermediary landscape. Success in this role requires a proven track record of developing, engaging, and retaining high‑performing sales teams, strong enterprise leadership, and the ability to align and collaborate with cross‑functional partners across intermediary businesses.

About Vanguard

At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Our distribution teams play a critical role in advancing that mission by building enduring partnerships with financial institutions and advisors. The Broker Dealer channel is central to Vanguard’s long-term growth strategy, and this role sits at the heart of that effort.

What You’ll Do

  • Lead and develop a senior sales organization Hire, coach, and mentor a team of senior-level sales executives aligned to the wirehouse channel. Set clear expectations, drive accountability, and foster a culture of performance, collaboration, and continuous development.
  • Own divisional strategy for the Northeast Wires territory Establish and execute a clear sales, growth, and retention strategy across the Northeast Wires division, aligning enterprise priorities with territory-level execution and measurable outcomes.
  • Drive growth across the wirehouse channel Partner with your team to expand market share, grow assets, and deepen utilization of Vanguard’s investment and non-investment solutions within Morgan Stanley, Merrill Lynch, UBS, and Wells Fargo.
  • Build and maintain executive-level relationships Cultivate trusted relationships with senior and executive leaders at wirehouse home offices and in the field. Position Vanguard as a strategic partner by bringing insight into market trends, competitive dynamics, regulatory considerations, and advisor business challenges.
  • Enable disciplined sales execution at scale Develop and deploy sales plans, performance metrics, and best practices that support consistent execution, scalability, and long-term results across the division.
  • Collaborate across Vanguard Work closely with internal partners across distribution, product, marketing, and service to ensure a coordinated, enterprise approach to prospecting, onboarding, and servicing complex wirehouse relationships.
  • Shape enterprise initiatives Contribute to broader Broker Dealer and distribution strategy through participation in special projects and enterprise-wide initiatives that support Vanguard’s long-term growth objectives.

What It Takes:

Experience

  • 10+ years of related experience, including significant time in senior-level sales or client leadership roles
  • Deep experience within the Broker Dealer and/or wirehouse distribution environment
  • Proven track record leading, coaching, and developing experienced sales professionals

Education

  • Bachelor’s degree or equivalent experience required
  • Graduate degree preferred
  • CFA designation preferred

Licensing

  • Applicable regulatory licenses and/or registrations as determined by Compliance based on role responsibilities
  • Series 7, 63, and 24 required

Leadership & Capabilities

  • Ability to set strategic direction and translate strategy into disciplined, measurable execution
  • Strong executive presence and credibility with senior client leaders
  • Deep understanding of wirehouse business models, competitive dynamics, and regulatory environments
  • Collaborative, enterprise-oriented leadership style with a strong emphasis on talent development

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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关于Vanguard

Vanguard

Vanguard

Public

A client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services to institutional and individual investors, and financial professionals.

10,001+

员工数

Kelayres

总部位置

评价

3.0

3条评价

工作生活平衡

3.8

薪酬

2.8

企业文化

2.5

职业发展

2.3

管理层

2.5

45%

推荐给朋友

优点

Better work/life balance

Higher pay compared to current positions

Interesting rotational programs

缺点

Lower pay than industry average

Perceived as dead end career path

Mixed employer reputation at entry level

薪资范围

887个数据点

Junior/L3

Junior/L3 · Business Development Specialist

3份报告

$82,893

年薪总额

基本工资

$72,072

股票

-

奖金

-

$82,893

$82,893

面试经验

3次面试

难度

3.0

/ 5

时长

14-28周

面试流程

1

Application Review

2

Online Assessment/Case Study

3

Phone Interview

4

Technical Interview

5

Final Round Interview

6

Offer

常见问题

Technical Knowledge

Behavioral/STAR

Past Experience

Case Study

Coding/Algorithm