Vanguard · 2 months ago
Senior Manager, Head of Wealth Management Business Development
Malvern, PA
Full-time
Hybrid
Senior Level, Lead/Staff, Director/Executive
10+ years expVanguard is a leading financial services company focused on the long-term financial wellbeing of its clients. The Head of Wealth Management Business Development will be responsible for developing and executing business development strategies, leading a high-performing team, and driving revenue growth in a competitive market.
FinanceFinancial Services
No H1B
Responsibilities
Develop and execute comprehensive business development strategies to achieve organizational revenue targets and market expansion goals
Collaborate with marketing, product, and operations teams to ensure alignment and optimize lead generation processes
Lead, mentor, and inspire the Business Development team to maximize productivity and foster a results-driven culture
Establish and monitor key performance indicators (KPIs), providing regular feedback and coaching to ensure goals are met or exceeded
Build and maintain strong relationships with key clients, partners, and stakeholders
Maintains an in-depth understanding of compliance and risk, regulatory and departmental policies and procedures. Ensures the team operates within the set of guidelines
Prepare and present sales forecasts, reports, and performance metrics to senior leadership
Qualification
Required
Ten years related work experience
Five years sales experience preferred
Undergraduate degree or equivalent combination of training and experience
Graduate degree preferred
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties
Demonstrated ability to lead and motivate high-performing teams
Exceptional communication, negotiation, and interpersonal skills
Strong analytical and strategic thinking abilities
Proven success in meeting or exceeding sales targets in a fast-paced environment
Preferred
Five years sales experience preferred
Graduate degree preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
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