Regional Director Personal Investor Wealth Management
Regional Director Personal Investor Wealth Management
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1 Vacancy
Job Description
The Regional Director Personal Investor Wealth Management will lead develop empower and guide a team of Wealth Advisor Executives in providing wealth planning to help clients with their wealth planning goals and aligned with business objectives as well as exercise strategic and competitive acumen and leadership.
What it takes
- Leads a team of Arizonabased Wealth Advisor Executives who manage the wealth of the largest and most complex individual investors (and entities) served by Personal Investor Wealth Management.
- Manages a large multibilliondollar book of business.
- Coaches and develops tenured highly specialized crew.
- Meets with key clients and prospects to deepen and secure large complex relationships.
- Responsible for driving client satisfaction and retention offer penetration and growth.
- Collaborates with a team of senior leaders who lead our Trust Department Wealth & Estate Planning team and crosssite teams of senior advisors across three different wealth segments.
- Participates in legal entityspecific governing bodies to ensure appropriate oversight and risk mitigation.
- Serves as business lead or sponsor for key bodies of work (e.g. advisor teaming performance reporting cash products methodological enhancements private equity).
- Learning agility and ability and desire to dive deeply into complexities of portfolio management processes and investment methodology to support crew and to influence technology and process improvements vital for success.
Qualifications
- Minimum of eight years related work experience including people leadership experience.
- Clientfacing experience and wealth management acumen is required.
- Deep knowledge of investment offerings and methodology for UHNW clients.
- Undergraduate degree.
- Series 7 63 66 and 24 licenses required or ability to acquire within department guidelines.
Special Factors
- CFP and/or CFA preferred.
- Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere on a mission.
To work for the longterm 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 inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Required Experience:
Director
Employment Type
Full-Time
