Were seeking a Business Development Associate Director to drive growth across our Wealth business in Mexico partnering with key intermediaries including asset managers private banks independent advisors family and multi-family offices and digital platforms.
This is a highly client-facing role focused on developing and deepening strategic relationships with medium to high-value clients across both metro and non-metro markets. Youll act as a trusted advisor leveraging your knowledge of capital markets and Vanguards products to deliver tailored solutions generate new business and strengthen long-term partnerships. Success in this role requires strong sales acumen relationship management expertise and the ability to translate complex investment strategies into meaningful client outcomes.
**This Hybrid role (in office Tues-Wed-Thurs) is based in Mexico City MX**
Responsibilities:
- Own and execute a strategic sales plan to drive new business and retention aligned with Vanguards values and Code of Ethics
- Grow awareness and adoption of Vanguards products and services through targeted prospecting and client engagement (calls meetings seminars conferences)
- Build manage and expand relationships with intermediaries by understanding their business models client needs and investment philosophy
- Serve as a trusted advisormatching client goals with appropriate Vanguard solutions and delivering timely relevant insights
- Develop deep expertise in capital markets industry trends and Vanguard offerings to effectively position solutions with clients and prospects
- Lead client meetings presentations and educational events to strengthen relationships and generate actionable sales opportunities
- Utilize virtual tools and in-person engagement to effectively reach clients across diverse geographic markets
- Collaborate with internal sales partners and support teams to deliver a seamless client experience
- Contribute to special projects and broader business initiatives
Qualifications:
- 5 years of relevant experience including at least 1 year in a sales or client-facing role
- Bachelors degree or equivalent experience; advanced degree preferred
- Proven ability to build and manage client relationships and drive business growth
- Strong understanding of financial markets and investment products
- Excellent communication presentation and influencing skills
Nice to Have:
- Progress toward or completion of MBA CFA or CIM
- AMIB Certification (Investment Strategies Advisor Series 210)
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.
Required Experience:
Director
Were seeking a Business Development Associate Director to drive growth across our Wealth business in Mexico partnering with key intermediaries including asset managers private banks independent advisors family and multi-family offices and digital platforms.This is a highly client-facing role focused...
Were seeking a Business Development Associate Director to drive growth across our Wealth business in Mexico partnering with key intermediaries including asset managers private banks independent advisors family and multi-family offices and digital platforms.
This is a highly client-facing role focused on developing and deepening strategic relationships with medium to high-value clients across both metro and non-metro markets. Youll act as a trusted advisor leveraging your knowledge of capital markets and Vanguards products to deliver tailored solutions generate new business and strengthen long-term partnerships. Success in this role requires strong sales acumen relationship management expertise and the ability to translate complex investment strategies into meaningful client outcomes.
**This Hybrid role (in office Tues-Wed-Thurs) is based in Mexico City MX**
Responsibilities:
- Own and execute a strategic sales plan to drive new business and retention aligned with Vanguards values and Code of Ethics
- Grow awareness and adoption of Vanguards products and services through targeted prospecting and client engagement (calls meetings seminars conferences)
- Build manage and expand relationships with intermediaries by understanding their business models client needs and investment philosophy
- Serve as a trusted advisormatching client goals with appropriate Vanguard solutions and delivering timely relevant insights
- Develop deep expertise in capital markets industry trends and Vanguard offerings to effectively position solutions with clients and prospects
- Lead client meetings presentations and educational events to strengthen relationships and generate actionable sales opportunities
- Utilize virtual tools and in-person engagement to effectively reach clients across diverse geographic markets
- Collaborate with internal sales partners and support teams to deliver a seamless client experience
- Contribute to special projects and broader business initiatives
Qualifications:
- 5 years of relevant experience including at least 1 year in a sales or client-facing role
- Bachelors degree or equivalent experience; advanced degree preferred
- Proven ability to build and manage client relationships and drive business growth
- Strong understanding of financial markets and investment products
- Excellent communication presentation and influencing skills
Nice to Have:
- Progress toward or completion of MBA CFA or CIM
- AMIB Certification (Investment Strategies Advisor Series 210)
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.
Required Experience:
Director
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