National Accounts Growth Director

Archer; Malvern (Chester County); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Vanguard, based in Malvern, is seeking a Senior Director, National Accounts to lead and expand strategic relationships with National Banks and National RIAs, driving sales of Vanguard's financial products and services. This role requires building executive-level partnerships and a strong strategic vision.

The position emphasizes a consultative sales approach, collaboration with field sales and product teams, and a growth mindset to strengthen partnerships and drive Vanguard's growth in the

Qualifications

• Minimum of five years of National Accounts or Home Office sales experience with exposure to National Banks or National RIAs.
• Strong understanding of investment products, intermediary distribution, and the regulatory environment.
• Active FINRA Series 7 and 63 licenses or the ability to obtain within 90 days of initial employment.
• Undergraduate degree or equivalent work experience.
• Ability and willingness to travel a minimum of 60%.

Responsibilities

• Develops and executes strategic account plans to expand distribution within National Bank or National RIA relationships.
• Maintains and expands strategic home office relationships with executive leadership, committees, and key influencers.
• Aligns Vanguard's products and capabilities to client needs as a trusted advisor.
• Partners with intermediary firms for events, client seminars, and producer meetings.
• Develops market knowledge to position Vanguard effectively and inform product strategy.
• Achieves sales goals while upholding Vanguard's Code of Ethics.
• Collaborates with field sales and internal teams to ensure a consistent client experience.
• Provides market intelligence to product and business teams.
• Engages with Sales Managers on channel and client issues.
• Leads or participates in special projects as assigned.

Skills

Strategic account planning

Executive relationship management

Sales leadership

Intermediary distribution knowledge

Education

Undergraduate degree or equivalent

Tools

FINRA Series 7 & 63 licenses

Job description

Vanguard, based in Malvern, is seeking a Senior Director, National Accounts to lead and expand strategic relationships with National Banks and National RIAs, driving sales of Vanguard's financial products and services. This role requires building executive-level partnerships and a strong strategic vision.

The position emphasizes a consultative sales approach, collaboration with field sales and product teams, and a growth mindset to strengthen partnerships and drive Vanguard's growth in the