Market Director, Wirehouse- Houston

Vanguard; Austin (TX); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Visa sponsorship

Job summary

Vanguard is seeking a senior Market Director to drive growth and retention of assets within the Houston wirehouse channel, serving top advisor teams across Texas (Houston, Austin & San Antonio). You will manage territory, build pipelines, and execute plans with a 1:1 pairing to an internal sales executive.

The role requires deep product knowledge across fixed income and other asset classes, a strong track record selling to financial advisors, and leadership in a high-performing team.

Qualifications

• Ten years related experience; eight years selling to financial advisors; five years prospecting wirehouse teams.
• FINRA Series 7 and 63 licensing compliance.
• Undergraduate degree or equivalent training/experience.

Responsibilities

• Achieves established sales and retention goals within Vanguard's Code of Ethics.
• Develops a strategic sales plan for the territory and target client segments.
• Effectively presents Vanguard's investment capabilities to prospects, clients, consultants, and industry orgs.
• Drives awareness of Vanguard's investment capabilities through targeted prospecting.
• Coaches, collaborates, and develops less tenured sales partners.

Skills

Territory management

Key account management

Wirehouse advisor relationships

Product knowledge

Education

Undergraduate degree or equivalent

Tools

FINRA Series 7

FINRA Series 63

Job description

Overview

Vanguard is seeking a successful sales professional to join our Wirehouse sales team. As the Market Director, for Houston, you are responsible for the growth and retention of assets that sit with the top advisors (inclusive of private wealth) of the wirehouse channel (Merrill Lynch/Morgan Stanley/UBS/Wells Fargo including FiNET) in the territory. In addition, you will exhibit the highest-producing sales skills and in-depth product knowledge of fixed income strategies, and other asset classes as you navigate the leadership and key decision-making processes of several of the largest and most sophisticated wirehouse advisor teams in Texas. 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 Texas: Houston, Austin & San Antonio.

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. We put our investors first in all we do, and because of it, our clients have entrusted $9.9 trillion of their hard-earned savings to us.

Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor's and home office level.

Vanguard is currently best known for our index equity funds, which have decreased the cost of investing for millions of investors. Vanguard also sees an opportunity in terms of fixed income where we have a strong record of providing clients with improved performance at lower prices than industry alternatives. Improving fixed income investment outcomes is a strategic focus for the firm.

What It Takes

• Achieves established sales and retention goals within the spirit of Vanguard's Code of Ethics.
• Supports the largest sales relationships and independently plans and executes for material segments.
• Develops a strategic sales plan for the territory and target client segments, identifying and preserving high-quality business relationships.
• Effectively presents Vanguard's investment capabilities and services to prospects, clients, consultants, and industry organizations through written, verbal, and electronic media.
• Develops positive relationships with senior and executive management of prospect and client organizations.
• Drives results in raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities.
• Implements short and long term relationship growth strategies for key territory prospects.
• Uses expertise in market and competitive environments to help position Vanguard's services appropriately.
• Masters knowledge of the regulatory environment, operating in compliance with applicable regulations.
• Coaches, collaborates, and develops less tenured sales partners.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Ten years related experience. Eight years of experience selling to financial advisors, and at least five years of prospecting to wirehouse financial advisor teams.
• FINRA Series 7 & 63.
• Undergraduate degree or equivalent combination of training and experience.

Special Factors

• CIMA, CFP or CFA is a plus.

Sponsorship

Vanguard is 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.