Vanguard is seeking a seasoned and successful sales professional with deep relationships in the RIA space to join our Large Market team as a Market Director. This role is part of a senior sales team ...
Vanguard is seeking a seasoned and successful sales professional with deep relationships in the RIA space to join our Large Market team as a Market Director. This role is part of a senior sales team ...
Market Director - Large Market RIA, Northeast
Boston, MA · On-site
$140 - $180/hr
Market Director - Large Market RIA, Northeast Focus will be on the growth and retention of assets among RIAs with $500M+ in AUM. This model enables deeper, more strategic engagement with a high ...
Market Director - Large Market RIA, Northeast
Boston, MA · On-site
$140 - $180/hr
Market Director - Large Market RIA, Northeast Focus will be on the growth and retention of assets among RIAs with $500M+ in AUM. This model enables deeper, more strategic engagement with a high ...
Vanguard is seeking a seasoned and successful sales professional with deep relationships in the RIA space to join our Large Market team as a Market Director. This role is part of a senior sales team ...
Vanguard is seeking a seasoned and successful sales professional with deep relationships in the RIA space to join our Large Market team as a Market Director. This role is part of a senior sales team ...
Vanguard is seeking a seasoned and successful sales professional with deep relationships in the RIA space to join our Large Market team as a Market Director. This role is part of a senior sales team ...
Vanguard is seeking a seasoned and successful sales professional with deep relationships in the RIA space to join our Large Market team as a Market Director. This role is part of a senior sales team ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... The director will establish and execute the strategic vision for annuity solutions, ensuring ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... The director will establish and execute the strategic vision for annuity solutions, ensuring ...
Senior Regional Director
Boston, MA · On-site
Senior Regional Director is the responsible for representing Victory Capital & Victory Shares and Solutions Strategies (mutual funds, ETFs and SMAs) withing the RIA Market Segment. The Sr. Regional ...
Senior Regional Director
Boston, MA · On-site
Senior Regional Director is the responsible for representing Victory Capital & Victory Shares and Solutions Strategies (mutual funds, ETFs and SMAs) withing the RIA Market Segment. The Sr. Regional ...
Director Custody Pricing - FI Finance
$110K - $222K/yr
... RIA) and Fidelity Family Office Solutions (FFOS) segments of the Fidelity Institutional (FI ... The Director will work for the VP of Finance, Custody Pricing In addition to the above, the ...
Director Custody Pricing - FI Finance
$110K - $222K/yr
... RIA) and Fidelity Family Office Solutions (FFOS) segments of the Fidelity Institutional (FI ... The Director will work for the VP of Finance, Custody Pricing In addition to the above, the ...
Director Custody Pricing - FI Finance
Boston, MA · On-site
$110K - $222K/yr
... RIA) and Fidelity Family Office Solutions (FFOS) segments of the Fidelity Institutional (FI ... The Director will work for the VP of Finance, Custody Pricing In addition to the above, the ...
Director Custody Pricing - FI Finance
Boston, MA · On-site
$110K - $222K/yr
... RIA) and Fidelity Family Office Solutions (FFOS) segments of the Fidelity Institutional (FI ... The Director will work for the VP of Finance, Custody Pricing In addition to the above, the ...
Market Director, Large-Scale RIA Growth (Northeast)
Boston, MA · On-site
$140 - $180/hr
慨正橡扯 is seeking a seasoned Market Director to join its Large Market team in Boston. This role requires a strong focus on cultivating and managing relationships with large Registered ...
Market Director, Large-Scale RIA Growth (Northeast)
Boston, MA · On-site
$140 - $180/hr
慨正橡扯 is seeking a seasoned Market Director to join its Large Market team in Boston. This role requires a strong focus on cultivating and managing relationships with large Registered ...
... Regional Director Specialist. The role's primary function will be to optimize the sales process ... Outbound call and territory specific campaigns relative to affiliation models (Linsco, RIA, and ...
... Regional Director Specialist. The role's primary function will be to optimize the sales process ... Outbound call and territory specific campaigns relative to affiliation models (Linsco, RIA, and ...
... and ANSI/RIA R15.06 Shape offering growth and technical strategy in collaboration with leadership to define the multi-year technical roadmap, identifying emerging trends like foundation models ...
... and ANSI/RIA R15.06 Shape offering growth and technical strategy in collaboration with leadership to define the multi-year technical roadmap, identifying emerging trends like foundation models ...
Director, Marketing Compliance
$127K - $150K/yr
... adviser (RIA) and broker-dealer platforms. You will actively perform and oversee the review and ... Direct experience managing FINRA and SEC examinations. Our Benefits: Victory Capital Management Inc ...
Director, Marketing Compliance
$127K - $150K/yr
... adviser (RIA) and broker-dealer platforms. You will actively perform and oversee the review and ... Direct experience managing FINRA and SEC examinations. Our Benefits: Victory Capital Management Inc ...
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Director - Commercial Tax Services (52117)
Woburn, MA · On-site +1
$120K - $240K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Director - Commercial Tax Services (52117)
Woburn, MA · On-site +1
$120K - $240K/yr
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Direct client-facing experience -- you've owned relationships, not just supported them * Strong ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Direct client-facing experience -- you've owned relationships, not just supported them * Strong ...
Advisor Experience Manager
Malden, MA · Hybrid
... Director of Operations to join our team and support a nationwide network of financial advisors ... Malden, MA (hybrid attendance model) * 5+ years of experience in broker-dealer and/or RIA ...
Advisor Experience Manager
Malden, MA · Hybrid
... Director of Operations to join our team and support a nationwide network of financial advisors ... Malden, MA (hybrid attendance model) * 5+ years of experience in broker-dealer and/or RIA ...
Relationship Manager & Servicing Advisor
Boston, MA · On-site +1
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Direct client-facing experience - you've owned relationships, not just supported them * Strong ...
Relationship Manager & Servicing Advisor
Boston, MA · On-site +1
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Direct client-facing experience - you've owned relationships, not just supported them * Strong ...
Advisor Experience Manager
Malden, MA · On-site
... Director of Operations to join our team and support a nationwide network of financial advisors ... Malden, MA (hybrid attendance model) * 5+ years of experience in broker-dealer and/or RIA ...
Advisor Experience Manager
Malden, MA · On-site
... Director of Operations to join our team and support a nationwide network of financial advisors ... Malden, MA (hybrid attendance model) * 5+ years of experience in broker-dealer and/or RIA ...
The Associate Director Taxation is an important leadership role responsible for overseeing the ... S., we operate as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower ...
The Associate Director Taxation is an important leadership role responsible for overseeing the ... S., we operate as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower ...
The Associate Director Taxation is an important leadership role responsible for overseeing the ... S., we operate as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower ...
The Associate Director Taxation is an important leadership role responsible for overseeing the ... S., we operate as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower ...
Director Ria information
Is $100,000 enough to work with a financial advisor?
How many financial advisors make $500,000 a year?
What is a Director Ria?
What are the key skills and qualifications needed to thrive as a Director at Ria, and why are they important?
What are some common challenges faced by a Director in a Remittance and International Affairs (RIA) role, and how can they be addressed?
How much does the average RIA make?
Is $200,000 enough to work with a financial advisor?
Full-time
Re-posted 10 days ago
Vanguard rating
8.7
Based on 64 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
As the Market Director - Large Market RIA, Northeast, your focus will be on the growth and retention of assets among RIAs with $500M+ in AUM. This model is designed to enable deeper, more strategic engagement with a high-priority book-averaging ~130 clients per territory. You will drive market share and net cash flow by executing custom strategies tailored to the unique needs of large firms.
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, clients, advisors, and institutions have entrusted $11 trillion in AUM to us.
Vanguard's Financial Advisor Services is the largest and fastest growing division within Vanguard. Our sales team serves broker dealers, RIAs, and bank clients by consulting them on their business and offering up investment products, research, and non-investment solutions to our clients, both to home office decision makers and advisors alike. We aim to be the "advisor to the advisor," bringing the full breadth and depth of Vanguard to each interaction. The RIA Large Market Sales Executive identifies, builds, and develops new relationships in the independent advisor community, through in-person interactions.
Vanguards CEO, Salim Ramji has emphasized a strong focus on fixed income, and our aim will be to continue to show the value of Vanguard fixed income to the financial advisor community. Vanguard is a leader in both indexed and active products, but there is an opportunity for us to do more to bring superior performance at lower costs to the RIA community. We have the potential to disrupt industry with our growing, world-class lineup of fixed income funds while remaining a leader in indexed equities.
What it takes
- Generates and deepen relationships with large Registered Investment Advisors (RIAs), focused on those with $500M+ in AUM, with at least 60%+ of interactions in-person. Seeks to understand the philosophy, structure, and strategic priorities of each firm, acting as a trusted advisor in aligning Vanguard's capabilities with client needs.
- Drives results and outcomes, with a strong emphasis on fixed income solutions and custom strategy execution. Delivers key messages through targeted engagements including in-person meetings, virtual visits, phone calls, and participation in national, regional, and local events.
- Builds and maintains a pipeline of high-quality sales opportunities, evidencing wins regularly within a strategically curated book of ~150 high-priority clients.
- Demonstrates deep expertise in capital markets, investment management, and industry trends. Leverages this knowledge to position Vanguard's offerings credibly and consultatively, especially in areas where we aim to disrupt-like fixed income.
- Develops and executes a strategic sales plan focused on depth over breadth, enabling stronger retention, loyalty, and asset growth.
- Build strong relationships across the firm, not just with investment decision-makers, but across entire organizations. Supports event strategy, expands fields of play, and helps bring the full breadth of Vanguard to each client.
- Collaborate closely with internal sales partners in a 1:1 model, sharing ownership of territory strategy, prospecting, and execution. Coaches and supports less experienced sales executives and internal stakeholders.
- Embraces technology and experimentation to enhance the sales process and client experience. Uses data and insights to prioritize efforts and optimize territory performance.
- Efficiently manages administrative responsibilities and contributes meaningfully to Vanguard's corporate initiatives-helping shape strategy, drive execution, and support adoption across the organization.
Qualifications
- Minimum ten years related experience. At least five years sales experience required.
- Undergraduate degree or equivalent combination of training and experience.
- FINRA Series 7 & 63 required.
Special Factors
- Candidate must be currently based in territory or be willing to relocate.
- Territory covers Massachusetts, New Hampshire, Vermont, Maine, and Rhode Island.
- Existing relationships and connectivity in the Massachusetts, New Hampshire, Vermont, Maine, and Rhode Island market is strongly preferred.
- Knowledge of fixed income markets and preferred fixed income investment landscape.
- Knowledge of direct indexing preferred.
- CFA preferred.
Special Factors
Sponsorship
Vanguard is not 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.